We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
3376
Absher Wealth Management
North Carolina
$523K -$46.5K -280 -8%
CWM
3377
Curi Wealth Management
North Carolina
$522K +$93.1K +560 +23%
SAMC
3378
Spectrum Asset Management (California)
California
$519K -$56.5K -340 -10%
KCM
3379
Kennicott Capital Management
California
$519K
MGIA
3380
Matthew Goff Investment Advisor
Texas
$519K
SPIO
3381
Seven Post Investment Office
California
$519K
RFG
3382
Range Financial Group
Oregon
$516K +$3.32K +20 +0.7%
AMG
3383
Advisors Management Group
Wisconsin
$516K +$23.3K +140 +5%
NCG
3384
Newport Capital Group
New Jersey
$513K
SWM
3385
Salvus Wealth Management
New Jersey
$512K +$156K +940 +46%
OCM
3386
Orleans Capital Management
Louisiana
$509K +$99.7K +600 +25%
AA
3387
Alesco Advisors
New York
$506K -$319K -1,920 -40%
HCM
3388
Hutchinson Capital Management
California
$506K +$9.97K +60 +2%
SLA
3389
Silver Lake Advisory
Utah
$505K
MIC
3390
Meridian Investment Counsel
California
$502K +$6.65K +40 +1%
PFC
3391
Phocas Financial Corp
California
$502K +$485K +2,920 New
LGWM
3392
Litman Gregory Wealth Management
California
$502K +$1.66M +10,000 +25,000%
FL
3393
Fort LP
Maryland
$499K -$256K -1,540 -35%
PWP
3394
Personal Wealth Partners
Minnesota
$499K
ARS
3395
Adirondack Retirement Specialists
New York
$499K +$29.9K +180 +7%
RWG
3396
Ratio Wealth Group
Colorado
$499K +$59.8K +360 +14%
FFWM
3397
Future Financial Wealth Management
Ohio
$495K -$39.9K -240 -8%
PCAP
3398
Pratt Collard Advisory Partners
New York
$495K
RRWA
3399
Rainey & Randall Wealth Advisors
Florida
$495K
CCA
3400
Cadent Capital Advisors
Oklahoma
$495K +$130K +780 +37%