We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
1926
Lehman & Derafelo Financial Resources
Pennsylvania
$842K +$33.2K +184 +4%
PWMG
1927
Prestige Wealth Management Group
New Jersey
$838K +$34.6K +192 +4%
CL
1928
CPWM LLC
Washington
$835K -$125K -692 -13%
KF
1929
Krilogy Financial
Missouri
$832K +$88.3K +490 +12%
FAM
1930
Formidable Asset Management
Ohio
$832K +$729K +4,046 New
WCWM
1931
Willow Creek Wealth Management
California
$831K -$29.9K -166 -4%
WF
1932
WoodTrust Financial
Wisconsin
$831K – – –
GSC
1933
G&S Capital
Colorado
$831K +$39.1K +217 +5%
ATFA
1934
All Terrain Financial Advisors
Minnesota
$829K +$43.6K +242 +6%
FNBOO
1935
First National Bank of Omaha
Nebraska
$828K +$33.9K +188 +4%
MG
1936
Mather Group
Illinois
$827K +$793K +4,401 New
SCM
1937
Southport Capital Management
Tennessee
$826K -$15.3K -85 -2%
WIC
1938
Whitegate Investment Counselors
New Hampshire
$823K -$6.31K -35 -0.8%
KPW
1939
Kore Private Wealth
New York
$820K +$33.2K +184 +4%
ECG
1940
Edge Capital Group
Georgia
$819K -$93.9K -521 -11%
AC
1941
Avestar Capital
New York
$814K +$54.8K +304 +8%
ACA
1942
Ackerman Capital Advisors
Texas
$813K – – –
AF
1943
Aldebaran Financial
$811K +$7.21K +40 +0.9%
BAM
1944
Berkshire Asset Management
Pennsylvania
$799K -$33.9K -188 -4%
MCM
1945
Maryland Capital Management
Maryland
$794K +$88.3K +490 +13%
CAC
1946
Certified Advisory Corp
Florida
$793K +$541 +3 +0.1%
CB
1947
CNB Bank
Pennsylvania
$790K +$44.9K +249 +6%
EMG
1948
Ellington Management Group
Connecticut
$789K +$757K +4,200 New
SFWC
1949
Strategic Family Wealth Counselors
New Jersey
$788K +$1.26K +7 +0.2%
WAG
1950
Winthrop Advisory Group
Massachusetts
$787K +$76K +422 +11%
76 77
78
79 80