We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
2526
Cherry Tree Wealth Management
Minnesota
$136K -$81.3K -3,488 -38%
CWM
2527
Cedar Wealth Management
California
$136K +$1.89K +81 +1%
TPWA
2528
Twin Peaks Wealth Advisors
California
$134K +$126K +5,424 New
SIC
2529
SJS Investment Consulting
Ohio
$133K -$10.2K -438 -7%
CPA
2530
Compass Planning Associates
Massachusetts
$132K +$2.17K +93 +2%
EWA
2531
EQ Wealth Advisors
Texas
$131K
TFGT
2532
TS Financial Group (TSFG)
Illinois
$129K -$11.9K -512 -9%
GKIM
2533
GW&K Investment Management
Massachusetts
$129K +$34.1K +1,463 +38%
PS
2534
Pinney & Scofield
Massachusetts
$129K
HRC
2535
Hoertkorn Richard Charles
$127K
SA
2536
SRH Advisors
Kansas
$124K
FWM
2537
FSA Wealth Management
Massachusetts
$124K +$70 +3 +0.1%
SC
2538
Solstein Capital
California
$123K +$29.6K +1,270 +33%
HC
2539
Hoese & Co
Minnesota
$121K +$117K +5,000 New
CCM
2540
Copeland Capital Management
Pennsylvania
$121K
CSPIA
2541
Cary Street Partners Investment Advisory
Virginia
$120K +$50.9K +2,182 +79%
RFS
2542
Richardson Financial Services
Massachusetts
$119K +$14.1K +605 +15%
TFM
2543
TFC Financial Management
Massachusetts
$119K +$2.71K +116 +2%
SAM
2544
Sherman Asset Management
California
$117K
HWA
2545
Heritage Wealth Advisors
Virginia
$115K -$69.7K -2,988 -39%
VC
2546
Vestor Capital
Illinois
$113K -$185K -7,915 -74%
BIA
2547
Bell Investment Advisors
California
$113K +$19.2K +823 +21%
AG
2548
AmeriFlex Group
Nevada
$113K -$95.6K -4,099 -47%
AWM
2549
AllSquare Wealth Management
New York
$112K
NEWAS
2550
N.E.W. Advisory Services
Wisconsin
$110K -$5.95K -255 -5%