We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TW
2251
Transform Wealth
Colorado
$370K -$48.7K -165 -12%
DIP
2252
DT Investment Partners
Pennsylvania
$370K
MCM
2253
McRae Capital Management
New Jersey
$369K -$91.2K -309 -21%
KFI
2254
Key Financial Inc
Pennsylvania
$367K -$23.9K -81 -6%
PL
2255
Parthenon LLC
Kentucky
$367K
WBG
2256
Wharton Business Group
Pennsylvania
$366K
PWG
2257
Portside Wealth Group
Utah
$365K -$129K -438 -27%
NHC
2258
Nicholas Hoffman & Company
Georgia
$365K
TFP
2259
Tilia Fiduciary Partners
North Carolina
$365K -$22.1K -75 -6%
SCA
2260
Southern Capital Advisors
Tennessee
$364K
WTA
2261
Washington Trust Advisors
Massachusetts
$363K -$70.3K -238 -17%
CFO
2262
Capitol Family Office
Oregon
$361K
KA
2263
KLCM Advisors
Wisconsin
$361K
RMP
2264
Richards, Merrill & Peterson
Washington
$360K -$26.6K -90 -7%
CAG
2265
Centerpoint Advisory Group
Kansas
$359K
CST
2266
Charles Schwab Trust
Nevada
$359K +$340K +1,151 New
KCFA
2267
Key Client Fiduciary Advisors
New Jersey
$358K +$3.54K +12 +1%
DA
2268
Detalus Advisors
Missouri
$357K -$1.18K -4 -0.3%
NCFG
2269
New Century Financial Group
New Jersey
$357K -$552K -1,870 -62%
SSW
2270
Smith Shellnut Wilson
Mississippi
$356K
SCM
2271
Spreng Capital Management
Ohio
$356K
SOAG
2272
Silver Oak Advisory Group
Oregon
$355K +$591 +2 +0.2%
BOS
2273
Bank of Stockton
California
$355K +$22.1K +75 +7%
MCM
2274
Marathon Capital Management
Maryland
$355K -$14.8K -50 -4%
RP
2275
Rice Partnership
Hawaii
$354K -$7.09K -24 -2%