We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
3201
Abacus Planning Group
South Carolina
$250K +$5.04K +22 +2%
RIP
3202
RAM Investment Partners
Washington
$250K +$1.83K +8 +0.8%
BCMLT
3203
Beacon Capital Management LLC (Tennessee)
Tennessee
$249K +$34.1K +149 +17%
FNBTCON
3204
First National Bank & Trust Co of Newtown
Pennsylvania
$248K – – –
OC
3205
Oarsman Capital
Wisconsin
$248K +$4.81K +21 +2%
LF
3206
LifeSteps Financial
California
$247K – – –
RAG
3207
RIA Advisory Group
Iowa
$247K -$18.5K -81 -7%
CF
3208
Clarity Financial
Texas
$247K +$238K +1,038 New
BIA
3209
Bell Investment Advisors
California
$247K +$2.75K +12 +1%
BC
3210
Brio Consultants
California
$246K -$14.6K -64 -6%
UI
3211
Unconventional Investor
New Hampshire
$246K – – –
GAA
3212
Green Alpha Advisors
Colorado
$243K – – –
TW
3213
Towerpoint Wealth
California
$243K +$11.4K +50 +5%
BMA
3214
Brooks Moore & Associates
Tennessee
$243K – – –
EM
3215
ELCO Management
New York
$243K – – –
CMBA
3216
C.M. Bidwell & Associates
Hawaii
$242K +$110K +482 +90%
MWM
3217
Mascoma Wealth Management
New Hampshire
$241K -$48.8K -213 -17%
HGWM
3218
Horst & Graben Wealth Management
Oregon
$241K +$229 +1 +0.1%
BSAM
3219
Blue Square Asset Management
New York
$241K +$4.81K +21 +2%
FMI
3220
F/M Investments
District of Columbia
$241K +$19K +83 +9%
CRI
3221
Colonial River Investments
Virginia
$240K -$55.8K -244 -19%
CAM
3222
Costello Asset Management
Pennsylvania
$239K – – –
YWM
3223
Yoder Wealth Management
California
$239K +$231K +1,008 New
RP
3224
Rowlandmiller & Partners
Georgia
$239K +$2.75K +12 +1%
BDF
3225
Black Diamond Financial
Maryland
$239K – – –
127 128
129
130 131