We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
2526
Morton Capital Management
California
$527K +$442K +8,920 New
FBFS
2527
First Business Financial Services
Wisconsin
$526K – – –
GA
2528
Geller Advisors
New York
$526K +$6.64K +134 +2%
EIM
2529
Ervin Investment Management
Washington
$526K +$442K +8,914 New
FCFC
2530
First Commonwealth Financial Corp
Pennsylvania
$521K -$149 -3 -0%
ML
2531
McAdam LLC
Pennsylvania
$521K +$133K +2,675 +43%
WCA
2532
Waypoint Capital Advisors
Minnesota
$520K +$436K +8,808 New
PWM
2533
Paulson Wealth Management
Illinois
$518K -$90.9K -1,835 -17%
SWM
2534
Selective Wealth Management
Virginia
$517K -$18.6K -375 -4%
KA
2535
Klingman & Associates
New York
$516K -$2.38K -48 -0.5%
ACA
2536
Affinity Capital Advisors
California
$515K +$149 +3 +0%
BIM
2537
Barton Investment Management
Pennsylvania
$514K – – –
AMR
2538
Asset Management Resources
Massachusetts
$514K +$431K +8,700 New
AWM
2539
Affinity Wealth Management
Delaware
$511K +$82.3K +1,662 +21%
BBA
2540
Braun-Bostich & Associates
Pennsylvania
$511K +$469K +9,471 New
CMBA
2541
C.M. Bidwell & Associates
Hawaii
$510K +$428K +8,635 New
SW
2542
SlateStone Wealth
Florida
$508K +$50.1K +1,012 +13%
WCA
2543
Westover Capital Advisors
Delaware
$507K -$75.8K -1,530 -15%
EWA
2544
EverSource Wealth Advisors
Alabama
$507K +$425K +8,585 New
CWM
2545
Connecticut Wealth Management
Connecticut
$506K +$743 +15 +0.2%
MA
2546
Maxele Advisors
Missouri
$505K +$424K +8,554 New
PJSIMP
2547
P.J. Schmidt Investment Management (PJS)
Wisconsin
$505K +$43K +867 +10%
JFA
2548
Johanson Financial Advisors
California
$505K +$107K +2,152 +34%
TFA
2549
Triad Financial Advisors
North Carolina
$505K +$424K +8,557 New
TWM
2550
TriaGen Wealth Management
California
$503K +$1.49K +30 +0.4%