We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2376
Segment Wealth Management
Texas
$277K -$3.82K -13 -1%
SAM
2377
Smithbridge Asset Management
Pennsylvania
$277K
CAM
2378
Concorde Asset Management
Michigan
$277K +$12K +41 +5%
OAS
2379
Optivise Advisory Services
Tennessee
$276K +$260K +884 New
RC
2380
Roundview Capital
New Jersey
$275K
SWP
2381
Summit Wealth Partners
Florida
$275K
OFS
2382
OneAscent Financial Services
Alabama
$275K -$32K -109 -11%
NCM
2383
Novare Capital Management
North Carolina
$275K
GAA
2384
Global Assets Advisory
Florida
$274K -$63.2M -215,082 -100%
PWM
2385
Prentice Wealth Management
New York
$274K +$19.1K +65 +8%
TAM
2386
Trillium Asset Management
Massachusetts
$273K -$19.7K -67 -7%
RWM
2387
RKL Wealth Management
Pennsylvania
$273K -$6.46K -22 -2%
TFA
2388
Teamwork Financial Advisors
Texas
$273K -$558K -1,899 -69%
CA
2389
Crumly & Associates
Illinois
$272K +$256K +872 New
GA
2390
Gateway Advisory
New Jersey
$272K
RPGK
2391
Retirement Planning Group (Kansas)
Kansas
$272K -$75.2K -256 -23%
KA
2392
KLCM Advisors
Wisconsin
$272K +$2.35K +8 +0.9%
SB
2393
Sunflower Bank
Texas
$269K +$18.2K +62 +8%
NQWM
2394
Northwest Quadrant Wealth Management
Oregon
$269K +$1.47K +5 +0.6%
CFP
2395
Cascade Financial Partners
California
$269K +$294 +1 +0.1%
SMA
2396
Seven Mile Advisory
New Jersey
$266K +$33.2K +113 +15%
WG
2397
Welch Group
Alabama
$266K +$294 +1 +0.1%
CCI
2398
Credit Capital Investments
New Jersey
$266K
BFAG
2399
Blackston Financial Advisory Group
Florida
$265K +$249K +848 New
SWRP
2400
Summit Wealth & Retirement Planning
California
$265K +$6.17K +21 +3%