We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
2426
Wellspring Financial Advisors
Ohio
$553K – – –
LDB
2427
Lee, Danner & Bass
Tennessee
$550K -$94.9K -3,450 -16%
CW
2428
Cook Wealth
North Carolina
$549K +$621K +22,560 New
ACG
2429
Allen Capital Group
Nebraska
$548K -$23.4K -850 -4%
World Investment Advisors
2430
World Investment Advisors
California
$548K +$48.7K +1,770 +9%
Haverford Trust Company
2431
Haverford Trust Company
Pennsylvania
$544K +$65.5K +2,380 +15%
CWA
2432
Choice Wealth Advisors
Maine
$544K +$151K +5,500 +42%
SCM
2433
Stevens Capital Management
Pennsylvania
$543K +$508K +18,460 New
FNT
2434
First Nebraska Trust
Nebraska
$542K +$2.75K +100 +0.5%
CMBA
2435
C.M. Bidwell & Associates
Hawaii
$541K -$127K -4,620 -20%
MA
2436
Mosaic Advisors
Texas
$541K +$506K +18,380 New
AWM
2437
Alterna Wealth Management
Texas
$541K +$506K +18,400 New
CWM
2438
Connecticut Wealth Management
Connecticut
$540K +$505K +18,350 New
AWM
2439
Atticus Wealth Management
Florida
$539K -$19.8K -720 -4%
NRS
2440
Neville Rodie & Shaw
New York
$538K +$504K +18,300 New
Aspiriant LLC
2441
Aspiriant LLC
California
$537K +$97.4K +3,540 +24%
RBCM
2442
Raub Brock Capital Management
California
$536K – – –
SNBOSCI
2443
Security National Bank of Sioux City Iowa
Iowa
$535K – – –
BFA
2444
Brendel Financial Advisors
New Hampshire
$534K +$29.4K +1,070 +6%
TFA
2445
Trinity Financial Advisors
Ohio
$534K +$57.8K +2,100 +13%
PFA
2446
Pathway Financial Advisors
Vermont
$533K +$598K +21,750 New
RA
2447
Riversedge Advisors
Delaware
$530K +$2.48K +90 +0.5%
BCCM
2448
Bridge Creek Capital Management
Massachusetts
$528K +$19.3K +700 +4%
IWA
2449
IVC Wealth Advisors
Pennsylvania
$527K +$29.4K +1,070 +6%
GSEP
2450
Golden State Equity Partners
California
$526K -$411K -14,940 -46%