We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
1176
Stearns Financial Services Group
North Carolina
$771K -$22.6K -123 -3%
KWM
1177
Kingsview Wealth Management
Oregon
$766K -$987K -5,377 -54%
NL
1178
NWAM LLC
Washington
$766K -$290K -1,578 -26%
MWP
1179
MYCIO Wealth Partners
Pennsylvania
$764K -$5.14K -28 -0.6%
VWM
1180
Venturi Wealth Management
Texas
$763K +$504K +2,743 +159%
ACM
1181
Advisors Capital Management
New Jersey
$763K +$822K +4,476 New
SRIM
1182
Saratoga Research & Investment Management
California
$761K +$819K +4,462 New
LSAG
1183
Lake Street Advisors Group
New Hampshire
$758K +$816K +4,448 New
SS
1184
Sunbelt Securities
Texas
$756K +$163K +886 +25%
RT
1185
Rockland Trust
Massachusetts
$755K +$302K +1,643 +59%
BMC
1186
Beaton Management Company
Massachusetts
$754K -$3.67K -20 -0.5%
MMHP
1187
Murphy Middleton Hinkle & Parker
Georgia
$754K – – –
WAAG
1188
Wealth Alliance Advisory Group
Kansas
$749K +$431K +2,350 +115%
AL
1189
Aspiriant LLC
California
$741K +$494K +2,693 +163%
PCMC
1190
Paragon Capital Management (Colorado)
Colorado
$739K – – –
CG
1191
CFO4Life Group
Texas
$736K -$497K -2,708 -39%
CCMD
1192
Cypress Capital Management (Delaware)
Delaware
$736K -$212K -1,155 -21%
WA
1193
WP Advisors
California
$733K -$98.8K -538 -11%
CL
1194
Choreo LLC
Illinois
$733K -$54.5K -297 -6%
FIB
1195
First Interstate Bank
Montana
$733K -$43.5K -237 -5%
HA
1196
Hamel Associates
New Jersey
$733K – – –
WSTAM
1197
Wilbanks Smith & Thomas Asset Management
Virginia
$725K -$431K -2,349 -36%
AFC
1198
AFT Forsyth & Company
Florida
$723K +$19.3K +105 +3%
BCM
1199
Brookstone Capital Management
Illinois
$721K +$68.5K +373 +10%
CHJWM
1200
Carlton Hofferkamp & Jenks Wealth Management
Texas
$717K – – –