We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2401
Buckley Wealth Management
Nevada
$655K +$119K +522 +23%
MFG
2402
Monte Financial Group
Connecticut
$655K +$641K +2,802 New
TF
2403
TRH Financial
Iowa
$654K -$11.2K -49 -2%
PC
2404
Permanens Capital
New York
$653K
RZH
2405
Relyea Zuckerberg Hanson
Connecticut
$651K +$19.4K +85 +3%
GC
2406
Garde Capital
Washington
$650K +$3.43K +15 +0.5%
AG
2407
AlphaSimPlex Group
Massachusetts
$649K +$634K +2,774 New
WCM
2408
Wedge Capital Management
North Carolina
$647K -$157K -685 -20%
CCMD
2409
Cypress Capital Management (Delaware)
Delaware
$646K
KW
2410
KWB Wealth
California
$641K
IA
2411
IFG Advisory
Georgia
$639K -$54.4K -238 -8%
FAM
2412
Formidable Asset Management
Ohio
$639K -$13.7K -60 -2%
22CM
2413
20/20 Capital Management
California
$639K +$19.4K +85 +3%
ERWM
2414
Elk River Wealth Management
Colorado
$638K
VA
2415
Valmark Advisers
Ohio
$636K -$41.6K -182 -6%
SAM
2416
Secure Asset Management
Michigan
$636K +$160K +698 +34%
BA
2417
Bridgewater Associates
Connecticut
$633K +$19.2K +84 +3%
RWM
2418
RKL Wealth Management
Pennsylvania
$633K +$22.9K +100 +4%
APP
2419
Alpha Paradigm Partners
Illinois
$632K -$40.9K -179 -6%
NEIRG
2420
New England Investment & Retirement Group
Massachusetts
$632K +$91.9K +402 +17%
Aristotle Capital Management
2421
Aristotle Capital Management
California
$631K
MAM
2422
Marotta Asset Management
Virginia
$629K +$12.3K +54 +2%
HCM
2423
Hengehold Capital Management
Ohio
$629K +$10.7K +47 +2%
NG
2424
Northstar Group
New York
$626K +$45.7K +200 +8%
FRA
2425
Frank Rimerman Advisors
California
$625K