We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OIM
2401
Orca Investment Management
Oregon
$6.24M +$5.65M +46,990 New
SIA
2402
SkyView Investment Advisors
New Jersey
$6.23M +$5.65M +46,951 New
TCOK
2403
Trust Company of Kansas
Kansas
$6.23M -$1.63M -13,536 -22%
W
2404
Wealthquest
Ohio
$6.23M -$126K -1,044 -2%
HWA
2405
HHM Wealth Advisors
Tennessee
$6.21M +$378K +3,143 +7%
HFA
2406
High Falls Advisors
New York
$6.21M +$289K +2,404 +5%
ODCM
2407
Old Dominion Capital Management
Virginia
$6.18M -$98.8K -821 -2%
NC
2408
NovaPoint Capital
Georgia
$6.18M +$460K +3,824 +9%
ACM
2409
Allred Capital Management
Texas
$6.18M -$159K -1,319 -3%
TFGT
2410
TS Financial Group (TSFG)
Illinois
$6.18M -$37.5K -312 -0.7%
CIC
2411
Chilton Investment Company
Connecticut
$6.18M -$351K -2,918 -6%
HCM
2412
Hall Capital Management
Rhode Island
$6.17M -$31.9K -265 -0.6%
CCM
2413
Carlson Capital Management
Minnesota
$6.17M -$197K -1,637 -3%
LS
2414
Leelyn Smith
Illinois
$6.17M -$236K -1,964 -4%
AFG
2415
Allegheny Financial Group
Pennsylvania
$6.16M +$5.59M +46,436 New
MA
2416
Mosaic Advisors
Texas
$6.15M +$5.58M +46,368 New
PP
2417
Pacifica Partners
Canada
$6.15M -$60.7K -505 -1%
APW
2418
Acima Private Wealth
Virginia
$6.14M -$19.4K -161 -0.3%
SWP
2419
Strategic Wealth Partners
Ohio
$6.13M +$95.3K +792 +2%
AWA
2420
AmeriServ Wealth Advisors
Pennsylvania
$6.13M +$5.55M +46,166 New
CB
2421
CNB Bank
Pennsylvania
$6.12M +$266K +2,212 +5%
BWAM
2422
Boyd Watterson Asset Management
Ohio
$6.12M +$2.29K +19 +0%
CH
2423
Canton Hathaway
Rhode Island
$6.12M +$294K +2,448 +6%
LCP
2424
LGT Capital Partners
Switzerland
$6.11M +$259K +2,150 +5%
CST
2425
Charles Schwab Trust
Nevada
$6.11M +$511K +4,246 +10%