We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AP
2476
Atwood & Palmer
Missouri
$894K +$109K +315 +19%
TS
2477
TradeWell Securities
Indiana
$894K -$17.3K -50 -3%
PMA
2478
Prudent Man Advisors
Illinois
$893K -$77.3K -223 -10%
AWM
2479
Affinity Wealth Management
Delaware
$893K
WFAG
2480
Wescott Financial Advisory Group
Pennsylvania
$893K +$29.1K +84 +4%
WOSD
2481
WFA of San Diego
California
$892K -$14.2K -41 -2%
SWMP
2482
Signature Wealth Management Partners
New Jersey
$892K -$3.12K -9 -0.4%
DJSG
2483
D.J. St. Germain
Massachusetts
$891K +$80.5K +232 +13%
BTWM
2484
Brass Tax Wealth Management
Ohio
$890K +$43.4K +125 +7%
NEPPG
2485
New England Professional Planning Group
Rhode Island
$889K -$139K -400 -17%
Cohen & Steers
2486
Cohen & Steers
New York
$889K -$69.4K -200 -9%
CCG
2487
Ceeto Capital Group
Florida
$889K +$694K +2,000 New
LWM
2488
LJI Wealth Management
Indiana
$889K -$30.2K -87 -4%
FAT
2489
First American Trust
California
$889K +$22.5K +65 +3%
ACM
2490
Alta Capital Management
Utah
$888K +$208K +600 +43%
PWA
2491
Providence Wealth Advisors
Illinois
$887K +$66.2K +191 +11%
LF
2492
Lantz Financial
Illinois
$887K +$72.8K +210 +12%
FEG
2493
Financial Enhancement Group
Indiana
$886K +$77.3K +223 +12%
PWP
2494
Phillips Wealth Planners
Mississippi
$885K
FCM
2495
Fourpath Capital Management
Oklahoma
$885K -$18K -52 -3%
FCM
2496
Family Capital Management
Michigan
$885K +$104K +301 +18%
LRIA
2497
Leonard Rickey Investment Advisors
Washington
$884K -$24.3K -70 -3%
SIC
2498
SJS Investment Consulting
Ohio
$876K +$9.37K +27 +1%
CFAM
2499
Center For Asset Management
Florida
$875K -$76K -219 -10%
OAM
2500
Oak Asset Management
California
$875K +$12.1K +35 +2%