We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WG
251
Welch Group
Alabama
$40.3K – – –
FHA
252
First Horizon Advisors
Tennessee
$40.2K -$1.31K -449 -3%
RWM
253
Ritholtz Wealth Management
New York
$38.4K +$41.1K +14,124 New
MG
254
Mather Group
Illinois
$36.6K – – –
CB
255
Commerce Bank
Missouri
$36.2K +$577 +198 +2%
MM
256
MQS Management
New York
$35.8K +$38.4K +13,174 New
EFSCE
257
Enterprise Financial Services Corp (EFSC)
Missouri
$35.8K +$722 +248 +2%
KP
258
Keel Point
Alabama
$35.5K -$1.82K -625 -5%
IAIM
259
International Assets Investment Management
Florida
$35.2K – – –
DCM
260
Dimension Capital Management
Florida
$34.9K – – –
TCM
261
Traynor Capital Management
Pennsylvania
$32.8K -$2.19K -750 -6%
PP
262
PDS Planning
Ohio
$32.3K – – –
PNC
263
Park National Corp
Ohio
$30.2K -$3.67K -1,258 -10%
IC
264
IEQ Capital
California
$30K +$251 +86 +0.8%
PAM
265
Panagora Asset Management
Massachusetts
$30K -$18.3K -6,267 -36%
CCM
266
Coldstream Capital Management
Washington
$30K +$32.1K +11,034 New
DCM
267
DGS Capital Management
New Jersey
$29.3K -$2.09K -719 -6%
BP
268
Ballentine Partners
Massachusetts
$29.2K -$358 -123 -1%
CHA
269
Cooper/Haims Advisors
New York
$29K -$17K -5,835 -36%
PA
270
Procyon Advisors
Connecticut
$28.7K – – –
WWMSC
271
Wagner Wealth Management (South Carolina)
South Carolina
$28.6K – – –
BAM
272
Belpointe Asset Management
Nevada
$28.6K +$30.6K +10,504 New
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$28K -$3.5K -1,201 -10%
CAMG
274
CWA Asset Management Group
Florida
$27.2K – – –
KWA
275
Kellett Wealth Advisors
Ohio
$27.2K +$29.1K +10,000 New