We are live on ! Find out more
PINS icon

Pinterest
PINS

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
726
Clearstead Advisors
Ohio
$5K +$1.2K +20 +40%
OIA
727
Optimum Investment Advisors
Illinois
$5K +$4.8K +80 New
FF
728
FourThought Financial
Florida
$5K +$5.34K +89 New
AWM
729
Accel Wealth Management
Iowa
$4K +$3.6K +60 New
VCG
730
Vantage Consulting Group
Virginia
$4K +$3.66K +61 New
WOC
731
West Oak Capital
California
$3K – – –
BWM
732
BerganKDV Wealth Management
Minnesota
$3K +$2.4K +40 New
PWPS
733
Pinnacle Wealth Planning Services
Ohio
$3K +$2.58K +43 New
PI
734
PineBridge Investments
New York
$3K +$3K +50 New
TCM
735
Tradewinds Capital Management
Washington
$3K +$3K +50 New
ADL
736
Asset Dedication LLC
California
$2K – – –
SWM
737
Sugarloaf Wealth Management
Georgia
$2K +$1.44K +24 New
WWM
738
Wolff Wiese Magana
California
$2K +$1.44K +24 New
RIM
739
Rockbridge Investment Management
New York
$2K +$1.62K +27 New
CCC
740
Crescent Capital Consulting
Louisiana
$2K +$1.68K +28 New
IFAM
741
Institutional & Family Asset Management
Colorado
$2K +$1.8K +30 New
ADIM
742
Alpha DNA Investment Management
Maryland
$2K +$1.98K +33 New
MFA
743
McClarren Financial Advisors
Pennsylvania
$2K +$2.34K +39 New
BCWM
744
Bartlett & Co Wealth Management
Ohio
$1.12K +$1.02K +17 New
ISL
745
Ingalls & Snyder LLC
New York
$1K -$180 -3 -15%
AAP
746
Arax Advisory Partners
Colorado
$1K +$540 +9 New
BCH
747
Berkshire Capital Holdings
California
$1K +$600 +10 New
SWM
748
Selective Wealth Management
Virginia
$1K +$600 +10 New
MIM
749
Macroview Investment Management
Maryland
$1K +$720 +12 New
HFS
750
Horizon Financial Services
North Carolina
$1K +$900 +15 New
28 29
30
31 32