We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TA
2176
TruWealth Advisors
Louisiana
$305K +$3.32K +28 +1%
MA
2177
MBA Advisors
Pennsylvania
$304K +$300K +2,534 New
SEP
2178
Southland Equity Partners
Missouri
$303K – – –
WMA
2179
Wealth Management Associates
New Jersey
$302K +$34.4K +290 +13%
PPP
2180
Private Portfolio Partners
New Jersey
$302K -$31.5K -266 -10%
RIG
2181
Roosevelt Investment Group
New York
$302K -$4.15K -35 -1%
FFS
2182
Founders Financial Securities
Maryland
$302K +$12.2K +103 +4%
CS
2183
Cannell & Spears
New York
$301K -$55.8K -471 -16%
CFA
2184
Capstone Financial Advisors
Illinois
$301K +$6.16K +52 +2%
FMN
2185
Financial Management Network
California
$301K +$21.1K +178 +8%
RA
2186
Riversedge Advisors
Delaware
$300K – – –
ZCM
2187
Ziegler Capital Management
Illinois
$300K – – –
MC
2188
Machina Capital
France
$300K +$296K +2,500 New
6F
2189
626 Financial
Michigan
$300K +$300K +2,533 New
SIC
2190
Shoker Investment Counsel
Ohio
$298K +$592 +5 +0.2%
PCA
2191
Pallas Capital Advisors
Massachusetts
$298K +$297K +2,503 New
RCC
2192
Red Cedar Capital
Nebraska
$297K – – –
NQWM
2193
Northwest Quadrant Wealth Management
Oregon
$297K +$592 +5 +0.2%
TWM
2194
TriaGen Wealth Management
California
$296K -$248K -2,096 -46%
Cohen & Steers
2195
Cohen & Steers
New York
$295K -$14.6K -123 -5%
BS
2196
Bessemer Securities
New York
$295K – – –
ONST
2197
Old North State Trust
North Carolina
$295K – – –
EWA
2198
Encompass Wealth Advisors
Oregon
$295K +$8.29K +70 +3%
BFC
2199
Bedel Financial Consulting
Indiana
$295K +$41.2K +348 +16%
CFO
2200
Collective Family Office
Pennsylvania
$295K +$292K +2,464 New