We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
2701
Embree Financial Group
Illinois
$253K +$1.37K +4 +0.6%
FFA
2702
Fi3 Financial Advisors
Indiana
$252K +$357K +1,043 New
LIWM
2703
Long Island Wealth Management
New York
$252K -$342 -1 -0.1%
JBA
2704
Johnson Bixby & Associates
Washington
$252K +$238K +696 New
FC
2705
Financial Council
Maryland
$252K – – –
SAM
2706
Sawgrass Asset Management
Florida
$251K – – –
MJFG
2707
Mars Jewett Financial Group
Washington
$250K +$4.11K +12 +2%
IAMOG
2708
Investors Asset Management of Georgia
Georgia
$250K – – –
NCTC
2709
New Covenant Trust Company
Indiana
$250K +$24K +70 +11%
PFM
2710
Phillips Financial Management
Indiana
$250K -$18.1K -53 -7%
CCG
2711
Chatham Capital Group
Georgia
$250K -$71.9K -210 -23%
PA
2712
ProCore Advisors
California
$249K -$20.9K -61 -8%
CWM
2713
CarsonAllaria Wealth Management
Illinois
$249K – – –
PAM
2714
Peak Asset Management
Colorado
$249K – – –
HP
2715
HT Partners
Connecticut
$248K – – –
RRMM
2716
Regatta Research & Money Management
Louisiana
$248K +$235K +687 New
OPCM
2717
Osborne Partners Capital Management
California
$248K -$3.91M -11,425 -94%
TCM
2718
Traub Capital Management
Massachusetts
$248K – – –
BM
2719
Berman McAleer
Maryland
$247K +$7.19K +21 +3%
VWM
2720
Vivid Wealth Management
Iowa
$247K -$2.16M -6,304 -90%
CFGA
2721
Cambridge Financial Group (Arizona)
Arizona
$247K -$8.22K -24 -3%
EMAM
2722
Encompass More Asset Management
California
$247K +$3.08K +9 +1%
PSCM
2723
Per Stirling Capital Management
Texas
$247K -$2.05K -6 -0.9%
KIM
2724
Karpus Investment Management
New York
$246K – – –
AGP
2725
Autumn Glory Partners
Texas
$246K +$1.03K +3 +0.4%