We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
2176
Acorn Financial Advisory Services
Virginia
$330K +$1.47K +42 +0.4%
LF
2177
LifeSteps Financial
California
$330K +$102K +2,899 +44%
ARM
2178
Adirondack Research & Management
New York
$329K
PIA
2179
Pinion Investment Advisors
Kansas
$329K
HPWM
2180
Highland Private Wealth Management
Washington
$329K +$8.17K +233 +3%
KLI
2181
Kelman-Lazarov Inc
Tennessee
$327K -$22K -628 -6%
CMI
2182
Clare Market Investments
Texas
$326K +$41.8K +1,191 +15%
DIM
2183
DC Investments Management
Virginia
$324K -$67.2K -1,917 -17%
BA
2184
Ballast Advisors
Minnesota
$324K
WPC
2185
White Pine Capital
Minnesota
$324K
KOMWMG
2186
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$321K +$19.2K +549 +6%
BIM
2187
Barton Investment Management
Pennsylvania
$319K
RHP
2188
Royal Harbor Partners
Texas
$318K
BOS
2189
Bank of Stockton
California
$317K -$9.99K -285 -3%
CAM
2190
Cidel Asset Management
Ontario, Canada
$317K
MFT
2191
Moisand Fitzgerald Tamayo
Florida
$316K
SWM
2192
Selective Wealth Management
Virginia
$315K -$11.2K -320 -3%
Cohen & Steers
2193
Cohen & Steers
New York
$315K +$317K +9,034 New
DA
2194
Doliver Advisors
Texas
$314K +$15.4K +440 +5%
AO
2195
Advisor OS
Illinois
$314K +$315K +8,989 New
TSS
2196
Two Sigma Securities
New York
$313K -$653K -18,623 -67%
RC
2197
RBO & Co
California
$313K +$315K +8,991 New
FLAM
2198
First Light Asset Management
Minnesota
$311K
DP
2199
Denver PWM
Colorado
$310K +$20.5K +584 +7%
TCM
2200
Tuttle Capital Management
Connecticut
$310K +$312K +8,895 New