We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1901
Kanawha Capital Management
Virginia
$310K +$2.3K +10 +0.8%
SDWMA
1902
Schneider Downs Wealth Management Advisors
Pennsylvania
$310K +$13.8K +60 +5%
BBW
1903
Blue Barn Wealth
Utah
$310K +$28K +122 +11%
RIG
1904
Roosevelt Investment Group
New York
$310K +$68K +296 +30%
CA
1905
Claro Advisors
Massachusetts
$309K – – –
TAM
1906
Townsend Asset Management
North Carolina
$307K +$12.6K +55 +5%
GA
1907
Greytown Advisors
Florida
$305K -$369K -1,607 -56%
DIA
1908
Dana Investment Advisors
Wisconsin
$304K – – –
AC
1909
ASB Consultores
Florida
$304K +$37K +161 +15%
FNT
1910
First Nebraska Trust
Nebraska
$303K – – –
HCA
1911
Harbour Capital Advisors
Virginia
$303K – – –
OMIC
1912
Old Mission Investment Co
Michigan
$303K – – –
CWMGP
1913
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$302K -$5.05K -22 -2%
SCM
1914
Silvant Capital Management
Georgia
$301K – – –
SAM
1915
SignalPoint Asset Management
Missouri
$301K +$24.1K +105 +9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1916
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$299K -$220M -958,254 -100%
ES
1917
ETF Store
Kansas
$299K – – –
GC
1918
Globeflex Capital
California
$299K – – –
TFF
1919
The Family Firm
Maryland
$299K +$284K +1,235 New
KCA
1920
Karn Couzens & Associates
Connecticut
$298K -$16.1K -70 -5%
WF
1921
WoodTrust Financial
Wisconsin
$297K +$283K +1,230 New
DLCIG
1922
D.L. Carlson Investment Group
New Hampshire
$296K – – –
THWM
1923
Taylor Hoffman Wealth Management
Virginia
$296K – – –
FMWA
1924
Forvis Mazars Wealth Advisors
Missouri
$296K +$63.4K +276 +29%
APP
1925
Alpha Paradigm Partners
Illinois
$296K +$224K +976 +394%