We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
4151
Morse Asset Management
Connecticut
$144K +$1.73K +5 +1%
GC
4152
Globeflex Capital
California
$140K -$34.7M -100,300 -100%
LWA
4153
Lowe Wealth Advisors
Maryland
$139K – – –
TWM
4154
Tripletail Wealth Management
Florida
$138K +$135K +391 New
RTL
4155
Red Tortoise LLC
Georgia
$137K – – –
CIAS
4156
CBIZ Investment Advisory Services
Ohio
$137K +$7.61K +22 +6%
CWP
4157
Clark Wealth Partners
Illinois
$137K +$26.3K +76 +24%
WWA
4158
Wealth Watch Advisors
Colorado
$137K +$139K +401 New
HB
4159
Horizon Bancorp
Indiana
$136K -$519K -1,500 -79%
CTWM
4160
Cherry Tree Wealth Management
Minnesota
$135K -$17.3K -50 -11%
EA
4161
Evolution Advisers
Virginia
$132K – – –
PWMG
4162
Private Wealth Management Group
New Jersey
$130K -$16.3K -47 -11%
IRC
4163
Investors Research Corp
Georgia
$126K +$13.8K +40 +12%
HHMI
4164
Howard Hughes Medical Institute
Maryland
$125K -$2.42K -7 -2%
MAM
4165
Meeder Asset Management
Ohio
$124K -$240K -694 -66%
GG
4166
Gleason Group
Kentucky
$120K – – –
HWP
4167
Highline Wealth Partners
California
$120K +$692 +2 +0.6%
VWA
4168
Valued Wealth Advisors
Utah
$120K +$1.04K +3 +0.9%
W
4169
WealthCollab
Washington
$117K +$1.04K +3 +0.9%
MFG
4170
Mendota Financial Group
Wisconsin
$116K – – –
RBC
4171
Roble Belko & Company
Pennsylvania
$115K -$56.4K -163 -33%
Q1WB
4172
Quest 10 Wealth Builders
Virginia
$115K -$12.1K -35 -9%
DPW
4173
DiNuzzo Private Wealth
Pennsylvania
$112K -$692 -2 -0.6%
WOSD
4174
WFA of San Diego
California
$111K – – –
CCMI
4175
Creative Capital Management Investments
California
$111K +$9K +26 +9%
165 166
167
168 169