We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1626
Traynor Capital Management
Pennsylvania
$615K +$41.8K +850 +8%
FWM
1627
Focused Wealth Management
New York
$614K -$141K -2,875 -20%
WA
1628
Wealth Architects
California
$613K -$738 -15 -0.1%
WDL
1629
Well Done LLC
Michigan
$611K +$80.6K +1,640 +17%
PL
1630
Parthenon LLC
Kentucky
$609K -$101K -2,052 -15%
BRC
1631
Bell Rock Capital
Delaware
$608K -$20.9K -424 -4%
QIM
1632
Quest Investment Management
Oregon
$608K
NPF
1633
Norris Perne & French
Michigan
$606K +$16.9K +344 +3%
CPIG
1634
Chicago Partners Investment Group
Illinois
$605K -$20.3K -412 -3%
FC
1635
Financial Consulate
Maryland
$604K
MWM
1636
Mission Wealth Management
California
$603K -$1.09M -22,244 -66%
PCM
1637
Peak Capital Management
Colorado
$602K -$7.42K -151 -1%
EAM
1638
Evanson Asset Management
California
$602K +$240K +4,888 +75%
VNA
1639
VNBTrust National Association
Virginia
$598K +$113K +2,296 +26%
CA
1640
Centerpoint Advisors
Massachusetts
$598K +$556K +11,305 New
AWM
1641
Altium Wealth Management
New York
$596K +$554K +11,274 New
MCM
1642
Manchester Capital Management
Vermont
$592K +$32.7K +665 +6%
PWPS
1643
Pinnacle Wealth Planning Services
Ohio
$592K +$550K +11,183 New
SFM
1644
Signature Financial Management
Virginia
$586K -$155K -3,162 -22%
CAG
1645
Crestwood Advisors Group
Massachusetts
$586K -$21.5K -438 -4%
QAM
1646
Q3 Asset Management
Michigan
$586K +$545K +11,079 New
AWA
1647
Acorn Wealth Advisors
Michigan
$586K +$551K +11,210 New
BA
1648
Bristlecone Advisors
Washington
$585K -$30.7K -625 -5%
BIM
1649
Baldwin Investment Management
Pennsylvania
$585K
DDC
1650
DF Dent & Co
Maryland
$585K +$90K +1,830 +20%