We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ARC
2951
Advisor Resource Council
Texas
– -$256K -6,761 Closed
SPA
2952
Sentinel Pension Advisors
Massachusetts
– -$280K -6,664 Closed
CWM
2953
Chemistry Wealth Management
New York
– -$274K -6,519 Closed
FFO
2954
Fiduciary Family Office
Florida
– -$268K -6,393 Closed
FG
2955
Foster Group
Iowa
– -$267K -6,355 Closed
TIM
2956
Total Investment Management
Arizona
– -$266K -6,338 Closed
CSIA
2957
Charles Schwab Investment Advisory
California
– -$264K -6,302 Closed
HKAM
2958
Horizon Kinetics Asset Management
New York
– -$259K -6,175 Closed
MCM
2959
Morton Capital Management
California
– -$252K -6,011 Closed
Fiera Capital (Canada)
2960
Fiera Capital (Canada)
Quebec, Canada
– -$252K -5,998 Closed
KPWG
2961
KFA Private Wealth Group
Virginia
– -$251K -5,975 Closed
WAM
2962
Winslow Asset Management
Ohio
– -$249K -5,927 Closed
NC
2963
NBW Capital
Massachusetts
– -$249K -5,926 Closed
GPA
2964
Guidance Point Advisors
Massachusetts
– -$240K -5,710 Closed
BCM
2965
BlueCrest Capital Management
Jersey
– -$240K -5,708 Closed
CPP
2966
Capasso Planning Partners
South Carolina
– -$237K -5,648 Closed
BWM
2967
Birchcreek Wealth Management
Ohio
– -$237K -5,642 Closed
AAS
2968
Asset Allocation Strategies
Michigan
– -$236K -5,622 Closed
WA
2969
WBH Advisory
Maryland
– -$233K -5,552 Closed
KAM
2970
KEB Asset Management
Illinois
– -$233K -5,550 Closed
AMM
2971
American Money Management
California
– -$233K -5,544 Closed
HCM
2972
Harvey Capital Management
Florida
– -$231K -5,500 Closed
SCM
2973
Saxony Capital Management
Missouri
– -$230K -5,480 Closed
EP
2974
Essential Planning
New Hampshire
– -$205K -5,445 Closed
FBFS
2975
First Business Financial Services
Wisconsin
– -$226K -5,388 Closed