We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ML
1776
McAdam LLC
Pennsylvania
$10.1M +$331K +2,615 +3%
AA
1777
Acorns Advisers
California
$10.1M +$2.28M +17,983 +24%
JAM
1778
JCIC Asset Management
Ontario, Canada
$10.1M -$215K -1,693 -2%
OM
1779
OV Management
Minnesota
$10.1M -$84.3K -665 -0.7%
WPA
1780
Wealth Preservation Advisors
Tennessee
$10.1M +$11.9M +93,532 New
DJYG
1781
David J. Yvars Group
Florida
$10.1M -$833K -6,569 -7%
RFN
1782
RDA Financial Network
Iowa
$10.1M +$221K +1,742 +2%
KWM
1783
Keebeck Wealth Management
Illinois
$10.1M -$832K -6,565 -7%
MAWCM
1784
Mine & Arao Wealth Creation & Management
California
$10.1M +$2.57M +20,266 +28%
DJSG
1785
D.J. St. Germain
Massachusetts
$10.1M +$9.43M +74,425 +397%
Financial Engines Advisors
1786
Financial Engines Advisors
California
$10.1M -$6.17M -48,708 -34%
MWM
1787
MinichMacGregor Wealth Management
New York
$10.1M -$696K -5,494 -6%
SEIA
1788
Signature Estate & Investment Advisors
California
$10M +$352K +2,777 +3%
LS
1789
Leelyn Smith
Illinois
$10M -$255K -2,011 -2%
NWM
1790
NRI Wealth Management
California
$10M +$174K +1,369 +2%
PFGIA
1791
Patriot Financial Group Insurance Agency
Massachusetts
$10M -$82.3K -649 -0.7%
RAM
1792
Roanoke Asset Management
New Jersey
$9.98M -$778K -6,140 -6%
CFP
1793
Cascade Financial Partners
California
$9.96M +$539K +4,251 +5%
COI
1794
Connable Office Inc
Michigan
$9.96M -$2.05M -16,197 -15%
NAS
1795
Nicolet Advisory Services
Wisconsin
$9.94M +$232K +1,834 +2%
PCM
1796
Polymer Capital Management
New York
$9.9M -$1.07M -8,415 -8%
KA
1797
Kercheville Advisors
Texas
$9.9M -$3.84M -30,280 -25%
PA
1798
Paragon Advisors
Texas
$9.88M +$3.17M +24,993 +38%
BSHC
1799
Breed's Hill Capital
Massachusetts
$9.87M -$135K -1,062 -1%
FBFS
1800
First Business Financial Services
Wisconsin
$9.86M +$861K +6,797 +8%