We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TCBWMS
2076
Texas Capital Bank Wealth Management Services
Texas
$257K – – –
OFS
2077
Oldfather Financial Services
Nebraska
$257K +$406 +4 +0.2%
RAM
2078
Riggs Asset Management
Pennsylvania
$257K +$111K +1,091 +53%
AIA
2079
Alera Investment Advisors
Illinois
$255K +$238K +2,344 New
WG
2080
Watchman Group
Texas
$254K -$101K -1,000 -30%
C
2081
Certuity
Florida
$254K +$237K +2,332 New
VFM
2082
Vivid Financial Management
California
$253K – – –
Loomis, Sayles & Company
2083
Loomis, Sayles & Company
Massachusetts
$253K +$171K +1,687 +266%
LHC
2084
Little House Capital
Massachusetts
$252K +$4.67K +46 +2%
FC
2085
Ferris Capital
Massachusetts
$252K +$9.13K +90 +4%
KP
2086
Keel Point
Alabama
$252K +$235K +2,320 New
CFS
2087
CRA Financial Services
New Jersey
$251K -$5.07K -50 -2%
PFA
2088
Pettinga Financial Advisors
Indiana
$251K -$507 -5 -0.2%
SWIG
2089
Strategic Wealth Investment Group
Kentucky
$251K +$3.15K +31 +1%
RIM
2090
Rockbridge Investment Management
New York
$250K +$10.1K +100 +5%
PA
2091
PSI Advisors
Florida
$248K +$231K +2,281 New
CS
2092
Capital Square
Tennessee
$247K +$710 +7 +0.3%
SEIA
2093
Signature Estate & Investment Advisors
California
$247K +$230K +2,266 New
LA
2094
LexAurum Advisors
Kansas
$247K +$230K +2,271 New
EWM
2095
EPG Wealth Management
Georgia
$244K -$7.3K -72 -3%
AAP
2096
Arax Advisory Partners
Colorado
$244K – – –
GSIS
2097
Global Strategic Investment Solutions
Arizona
$243K +$226K +2,231 New
WMA
2098
Wealth Management Associates
New Jersey
$243K -$6.19K -61 -3%
SNBOSD
2099
Security National Bank of So Dak
Iowa
$242K -$1.01K -10 -0.4%
IAS
2100
IMA Advisory Services
Colorado
$242K +$12.9K +127 +6%