We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1701
RNC Capital Management
California
$997K
MLL
1702
Moody Lynn & Lieberson
Massachusetts
$997K -$3.29M -9,613 -78%
PWA
1703
Phoenix Wealth Advisors
North Carolina
$997K -$4.79K -14 -0.5%
GM
1704
GeoWealth Management
Illinois
$995K +$56.5K +165 +6%
DI
1705
DDFG Inc
California
$994K +$3.77K +11 +0.4%
MA
1706
Montag & Associates
Georgia
$994K -$68.5K -200 -7%
T
1707
TrustBank
Illinois
$992K -$65K -190 -6%
CT
1708
Colonial Trust
South Carolina
$989K -$4.79K -14 -0.5%
NF
1709
Nikulski Financial
Iowa
$989K +$53.1K +155 +6%
RIA
1710
Richwood Investment Advisors
Ohio
$989K -$22.3K -65 -2%
IBOK
1711
Independence Bank of Kentucky
Kentucky
$989K
SCA
1712
St. Clair Advisors
Ohio
$987K -$8.56K -25 -0.9%
LAM
1713
LOM Asset Management
$987K +$29.8K +87 +3%
BWCS
1714
Beirne Wealth Consulting Services
Connecticut
$986K -$17.1K -50 -2%
EFG
1715
Ethos Financial Group
Pennsylvania
$979K -$186K -543 -18%
PJSIMP
1716
P.J. Schmidt Investment Management (PJS)
Wisconsin
$979K +$17.5K +51 +2%
FPCP
1717
Fort Point Capital Partners
California
$978K +$50.3K +147 +6%
OC
1718
Oarsman Capital
Wisconsin
$975K +$122K +355 +15%
IA
1719
IFC Advisors
California
$975K -$20.2K -59 -2%
NPFS
1720
Novak & Powell Financial Services
Florida
$973K -$51K -149 -5%
AWM
1721
Aviso Wealth Management
Washington
$971K +$27.4K +80 +3%
FHA
1722
Flagship Harbor Advisors
Massachusetts
$968K +$2.4K +7 +0.3%
PCMM
1723
Piedmont Capital Management (Montana)
Montana
$965K -$3.08K -9 -0.3%
FAM
1724
Fulcrum Asset Management
United Kingdom
$965K +$916K +2,676 New
EAN
1725
Excelsior Advisor Network
Colorado
$958K +$906K +2,646 New