We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AG
2326
Appleton Group
Wisconsin
$396K -$16.3K -369 -4%
WRM
2327
Weybosset Research & Management
Rhode Island
$396K – – –
MLFP
2328
MPS Loria Financial Planners
Illinois
$396K +$5.8K +131 +1%
BC
2329
Bridgefront Capital
Texas
$394K +$406K +9,167 New
BOS
2330
Bingham Osborn & Scarborough
California
$393K +$22.1K +500 +6%
SWM
2331
Selective Wealth Management
Virginia
$392K -$105K -2,375 -21%
PCC
2332
Park Circle Company
Maryland
$391K – – –
SAM
2333
Seelaus Asset Management
New Jersey
$390K +$44 +1 +0%
KFA
2334
Krane Funds Advisors
New York
$390K +$401K +9,059 New
FPCP
2335
Fort Point Capital Partners
California
$387K -$31.7K -716 -7%
MMM
2336
Mendel Money Management
Illinois
$387K +$4.21K +95 +1%
ARG
2337
Advisory Resource Group
Oklahoma
$386K -$612K -13,823 -61%
JWM
2338
JFG Wealth Management
Colorado
$386K – – –
WPA
2339
West Paces Advisors
Georgia
$385K +$89.4K +2,019 +29%
FBFS
2340
First Business Financial Services
Wisconsin
$383K – – –
FMP
2341
Financial Management Professionals
Texas
$383K +$1.42K +32 +0.4%
PJSIMP
2342
P.J. Schmidt Investment Management (PJS)
Wisconsin
$380K +$9.53K +215 +3%
RZH
2343
Relyea Zuckerberg Hanson
Connecticut
$380K +$63.3K +1,428 +19%
CFAM
2344
Center For Asset Management
Florida
$379K -$26K -586 -6%
FCFC
2345
First Commonwealth Financial Corp
Pennsylvania
$379K -$3.81K -86 -1%
KA
2346
Klingman & Associates
New York
$378K -$50.5K -1,139 -11%
GA
2347
Geller Advisors
New York
$377K +$9.97K +225 +3%
SDH
2348
Sloy Dahl & Holst
Washington
$376K +$22.6K +511 +6%
ACA
2349
Affinity Capital Advisors
California
$375K -$2.88K -65 -0.7%
LF
2350
LifeSteps Financial
California
$375K – – –