We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
2126
Washington Trust Advisors
Massachusetts
$734K -$223K -670 -19%
WAG
2127
Wheelhouse Advisory Group
Missouri
$734K -$83K -249 -8%
NG
2128
Northstar Group
New York
$734K -$46.7K -140 -5%
MWM
2129
Marietta Wealth Management
Georgia
$733K +$400K +1,201 +74%
Legacy Financial Group (Iowa)
2130
Legacy Financial Group (Iowa)
Iowa
$731K -$103K -308 -10%
HWM
2131
Howard Wealth Management
Connecticut
$731K -$557K -1,671 -37%
SPI
2132
Strategic Planning Inc
Ohio
$730K +$939K +2,817 New
CWM
2133
Chesapeake Wealth Management
Virginia
$730K -$16.7K -50 -2%
RBFC
2134
Roman Butler Fullerton & Co
Missouri
$729K +$495K +1,485 +107%
CCC
2135
Compass Capital Corp
Massachusetts
$728K -$152K -457 -12%
RIP
2136
Reliant Investment Partners
North Carolina
$726K +$29.7K +89 +3%
IWA
2137
Integrity Wealth Advisors
California
$726K +$252K +757 +37%
CM
2138
Castleark Management
Illinois
$726K
LIA
2139
Lynx Investment Advisory
District of Columbia
$723K +$7.33K +22 +0.8%
SFG
2140
Sterling Financial Group
California
$721K +$29.3K +88 +3%
ST
2141
Smithfield Trust
Pennsylvania
$720K -$14.7K -44 -2%
FGA
2142
Fortis Group Advisors
New Jersey
$718K +$183K +550 +25%
PA
2143
PSI Advisors
Florida
$718K -$1.4M -4,187 -60%
PAS
2144
PKS Advisory Services
New York
$718K +$292K +875 +47%
CCM
2145
Chiron Capital Management
Florida
$717K +$291K +872 +46%
PVAMC
2146
PPS&V Asset Management Consultants
Michigan
$716K
PA
2147
PFW Advisors
Georgia
$716K +$237K +711 +35%
CFP
2148
Comprehensive Financial Planning
Pennsylvania
$713K -$206K -617 -18%
CAM
2149
Clark Asset Management
New Hampshire
$712K -$219K -656 -19%
KCIC
2150
Kuhn & Co Investment Counsel
Illinois
$711K +$6.33K +19 +0.7%