We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PRI
2751
Prepared Retirement Institute
Pennsylvania
$254K +$243K +1,021 New
MAM
2752
McLean Asset Management
Virginia
$253K +$9.27K +39 +4%
MWA
2753
MN Wealth Advisors
Kansas
$253K +$242K +1,017 New
TFM
2754
Trademark Financial Management
Minnesota
$252K +$241K +1,015 New
EWM
2755
Edge Wealth Management
New York
$252K – – –
WKWM
2756
Walter & Keenan Wealth Management
Indiana
$251K -$5.7K -24 -2%
MWM
2757
Mattern Wealth Management
Kansas
$251K +$25.7K +108 +12%
AlphaCore Capital
2758
AlphaCore Capital
California
$251K -$47.5K -200 -17%
HP
2759
HT Partners
Connecticut
$251K -$2.38K -10 -1%
BAG
2760
Bridgewealth Advisory Group
California
$250K -$106K -444 -31%
LL
2761
LPWM LLC
Minnesota
$250K +$250K +1,052 New
HI
2762
Hudock Inc
Pennsylvania
$250K -$13.3K -56 -5%
GPWA
2763
Great Point Wealth Advisors
Massachusetts
$250K – – –
BHA
2764
Beech Hill Advisors
New York
$250K +$26.1K +110 +12%
SRCM
2765
Signature Resources Capital Management
California
$250K +$239K +1,005 New
WWM
2766
Whalen Wealth Management
Nevada
$250K +$239K +1,005 New
IWP
2767
Innova Wealth Partners
Pennsylvania
$249K +$5.94K +25 +3%
FA
2768
Financial Advisors
Massachusetts
$249K +$14.7K +62 +7%
MAM
2769
MMA Asset Management
Pennsylvania
$248K -$9.51K -40 -4%
Edgewood Management
2770
Edgewood Management
Connecticut
$248K – – –
KIC
2771
Keating Investment Counselors
Florida
$248K – – –
FWM
2772
FMA Wealth Management
Massachusetts
$248K +$238K +1,000 New
KF
2773
KKM Financial
Illinois
$248K +$238K +1,000 New
ODG
2774
O'Dell Group
Ohio
$248K +$29.7K +125 +14%
TCM
2775
Tufton Capital Management
Maryland
$247K +$713 +3 +0.3%