We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
2301
Kathmere Capital Management
Pennsylvania
$276K +$20.1K +177 +8%
HS
2302
Horan Securities
United States
$275K +$10.7K +94 +4%
LAS
2303
LWM Advisory Services
Florida
$275K +$287K +2,528 New
POIA
2304
Pin Oak Investment Advisors
Texas
$273K -$57.2K -504 -17%
OFS
2305
Oldfather Financial Services
Nebraska
$273K +$454 +4 +0.2%
YWS
2306
Yarger Wealth Strategies
Ohio
$272K +$1.25K +11 +0.4%
CAAM
2307
Cornerstone Advisors Asset Management
Pennsylvania
$272K
LFG
2308
Lazard Frères Gestion
France
$271K
EA
2309
Echo45 Advisors
California
$270K -$81.2K -715 -22%
1WA
2310
180 Wealth Advisors
Washington
$269K -$27.4K -241 -9%
CCFM
2311
Clear Creek Financial Management
Washington
$269K -$18.3K -161 -6%
VBFP
2312
Valtinson Bruner Financial Planning
Minnesota
$269K +$6.13K +54 +2%
RW
2313
RVW Wealth
California
$267K -$8.74K -77 -3%
IWN
2314
Independent Wealth Network
Iowa
$266K -$27.8K -245 -9%
WFA
2315
WestHill Financial Advisors
California
$266K
PCMC
2316
Private Capital Management (Colorado)
Colorado
$265K
IAS
2317
IMA Advisory Services
Colorado
$265K +$56.8K +500 +26%
WMP
2318
Wealth Management Partners
Arizona
$264K
HHGA
2319
Halbert Hargrove Global Advisors
California
$264K +$5.68K +50 +2%
CCP
2320
Carmel Capital Partners
California
$264K +$54.6K +481 +25%
OWM
2321
Opes Wealth Management
California
$263K +$3.18K +28 +1%
QFA
2322
Quantum Financial Advisors
California
$263K +$271K +2,385 New
CA
2323
Calton & Associates
Florida
$262K -$24.9K -219 -8%
C
2324
Covestor
United Kingdom
$262K -$5.45K -48 -2%
IP
2325
Ignite Planners
California
$262K +$1.14K +10 +0.4%