We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
2526
Hanson & Doremus Investment Management
Vermont
$37K +$21.6K +100 +105%
IFS
2527
Intelligent Financial Strategies
Minnesota
$37K +$42.8K +198 New
BBPWM
2528
Blue Bell Private Wealth Management
Pennsylvania
$36K +$41.1K +190 New
Cohen & Steers
2529
Cohen & Steers
New York
$34K -$8.44K -39 -18%
RFWA
2530
RPg Family Wealth Advisory
Massachusetts
$33K – – –
DI
2531
Disciplined Investments
Oklahoma
$32K +$24.7K +114 +204%
BAM
2532
Baldrige Asset Management
Pennsylvania
$30K – – –
T2I
2533
Turim 21 Investimentos
Brazil
$30K – – –
CWM
2534
Curi Wealth Management
North Carolina
$30K +$34.8K +161 New
SA
2535
SRH Advisors
Kansas
$29K – – –
COCM
2536
Charter Oak Capital Management
New Hampshire
$29K +$8.01K +37 +32%
HF
2537
Halpern Financial
Virginia
$28.3K +$32.5K +150 New
FCMT
2538
Founders Capital Management (Texas)
Texas
$28K -$26K -120 -44%
AA
2539
Addison Advisors
Vermont
$26K +$8.65K +40 +40%
LFASL
2540
Lugano Financial Advisors SA (LFA)
Switzerland
$26K +$30.3K +140 New
FMP
2541
Financial Management Professionals
Texas
$25K -$5.19K -24 -15%
MAM
2542
McCarthy Asset Management
California
$25K – – –
LFA
2543
Level Financial Advisors
New York
$25K +$28.1K +130 New
CA
2544
Crewe Advisors
Utah
$24K -$3.46K -16 -11%
HNWAG
2545
High Net Worth Advisory Group
Florida
$23K +$26.6K +123 New
PWC
2546
PYA Waltman Capital
Tennessee
$21K +$24K +111 New
RWA
2547
RGT Wealth Advisors
Texas
$21K +$24K +111 New
CWM
2548
Cranbrook Wealth Management
Michigan
$20K -$38.9K -180 -63%
GG
2549
Gleason Group
Kentucky
$20K – – –
RBC
2550
Roble Belko & Company
Pennsylvania
$20K – – –