We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1951
RB Capital Management
Nevada
$578K +$3.05K +65 +0.5%
SAM
1952
Sagewood Asset Management
New York
$577K +$106K +2,256 +20%
CWM
1953
Chesapeake Wealth Management
Virginia
$576K -$15.1K -321 -2%
WDG
1954
Wealth Dimensions Group
Ohio
$575K -$4.97K -106 -0.8%
PWP
1955
Phillips Wealth Planners
Mississippi
$573K +$22.7K +483 +4%
GBWM
1956
Granite Bay Wealth Management
New Hampshire
$573K +$635K +13,539 New
BG
1957
Bahl & Gaynor
Ohio
$573K -$243K -5,185 -28%
FFA
1958
Fragasso Financial Advisors
Pennsylvania
$573K -$32.7K -696 -5%
AWM
1959
Atticus Wealth Management
Florida
$571K -$68K -1,449 -10%
I2I
1960
Insight 2811 Inc
Illinois
$569K +$8.02K +171 +1%
AG
1961
AmeriFlex Group
Nevada
$568K -$34.9K -744 -5%
SIP
1962
Stoneridge Investment Partners
Pennsylvania
$567K -$315K -6,706 -36%
SFA
1963
Souders Financial Advisors
Ohio
$567K +$3.85K +82 +0.6%
NSB
1964
Norway Savings Bank
Maine
$565K -$47.7K -1,016 -7%
SWGC
1965
Summit Wealth Group (Colorado)
Colorado
$564K +$56.1K +1,195 +10%
JWA
1966
JFS Wealth Advisors
Pennsylvania
$562K -$3.24K -69 -0.5%
SMA
1967
Seven Mile Advisory
New Jersey
$561K +$130K +2,779 +27%
WB
1968
Webster Bank
Connecticut
$560K -$281K -5,994 -31%
GFG
1969
Goldstone Financial Group
Illinois
$560K -$28.6K -609 -4%
PB
1970
Pinnacle Bancorp
Nebraska
$558K -$8.59K -183 -1%
PWM
1971
Palacios Wealth Management
Florida
$557K -$1.55K -33 -0.3%
HBW
1972
Hazlett, Burt & Watson
West Virginia
$557K +$17.6K +376 +3%
DFA
1973
Delta Financial Advisors
Louisiana
$557K -$2.21K -47 -0.4%
LIA
1974
LS Investment Advisors
Michigan
$556K -$584K -12,455 -49%
PP
1975
PFS Partners
New Jersey
$555K +$73.2K +1,561 +14%