We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
676
HBK Sorce Advisory
Pennsylvania
$445K -$62.3K -533 -13%
HWP
677
Highline Wealth Partners
California
$445K -$8.65K -74 -2%
KWM
678
Kingsview Wealth Management
Oregon
$445K +$6.54K +56 +2%
BIM
679
Baldwin Investment Management
Pennsylvania
$445K -$40.9K -350 -9%
PG
680
Proffitt & Goodson
Tennessee
$436K +$1.28K +11 +0.3%
SAI
681
Systematic Alpha Investments
New Jersey
$430K
MCM
682
Manchester Capital Management
Vermont
$430K -$121K -1,033 -24%
IFG
683
Independent Financial Group
California
$429K +$9.7K +83 +3%
WMWM
684
Whitaker-Myers Wealth Managers
Ohio
$428K +$2.34K +20 +0.6%
MWM
685
Meridian Wealth Management
Kentucky
$425K +$17.8K +152 +5%
RMP
686
Richards, Merrill & Peterson
Washington
$421K +$379K +3,247 New
AWM
687
Accurate Wealth Management
Florida
$414K -$2.57K -22 -0.8%
PAW
688
Plan A Wealth
Nebraska
$413K +$372K +3,187 New
CBT
689
CoreFirst Bank & Trust
Kansas
$412K
FFM
690
Forum Financial Management
Illinois
$411K -$58.2K -498 -14%
GSWM
691
Golden State Wealth Management
California
$408K +$7.13K +61 +2%
MCM
692
Monarch Capital Management
Indiana
$408K -$51.4K -440 -12%
Koshinski Asset Management
693
Koshinski Asset Management
Illinois
$407K -$467 -4 -0.1%
SFG
694
Seamount Financial Group
Colorado
$406K +$42.7K +365 +13%
NCM
695
Nelson Capital Management
California
$406K
SIC
696
Shoker Investment Counsel
Ohio
$406K +$818 +7 +0.2%
GI
697
GAMMA Investing
California
$404K -$126K -1,081 -26%
SWM
698
SeaCrest Wealth Management
New York
$403K -$94.1K -805 -21%
SF
699
Symphony Financial
Texas
$403K +$362K +3,101 New
MWM
700
Modern Wealth Management
Kansas
$398K +$7.95K +68 +2%