We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
3726
Freedom Wealth Alliance
Wisconsin
$333K +$392K +3,965 New
IFS
3727
Intelligent Financial Strategies
Minnesota
$331K -$255K -2,580 -40%
EARNEST Partners
3728
EARNEST Partners
Georgia
$331K
FAM
3729
Frontier Asset Management
Wyoming
$331K +$389K +3,940 New
BPFA
3730
Barnes Pettey Financial Advisors
Mississippi
$330K -$1.88K -19 -0.5%
KIA
3731
KLR Investment Advisors
Rhode Island
$329K +$387K +3,922 New
MIC
3732
Meridian Investment Counsel
California
$329K +$55.8K +565 +17%
PCWA
3733
Pacific Capital Wealth Advisors
California
$328K -$267K -2,706 -41%
FFP
3734
Forbes Financial Planning
Rhode Island
$328K
CNB
3735
Camden National Bank
Maine
$326K -$138K -1,400 -27%
MCM
3736
Monument Capital Management
Virginia
$325K -$254K -2,569 -40%
MWM
3737
Marion Wealth Management
Pennsylvania
$324K -$23.7K -240 -6%
FPFS
3738
First Personal Financial Services
North Carolina
$324K +$18.7K +189 +5%
CS
3739
Cannell & Spears
New York
$323K -$271K -2,740 -42%
SCA
3740
Scott Capital Advisors
Oregon
$323K -$14.8K -150 -4%
MFA
3741
McClarren Financial Advisors
Pennsylvania
$322K
KCM
3742
KRS Capital Management
Michigan
$322K -$34.6K -350 -8%
FAN
3743
Financial Advisors Network
California
$321K +$6.42K +65 +2%
ACM
3744
Alamar Capital Management
California
$321K
LAM
3745
LifePro Asset Management
California
$320K -$27.6K -279 -7%
SGA
3746
Seaport Global Advisors
Massachusetts
$320K -$39.2K -397 -9%
SAM
3747
Selway Asset Management
$319K +$286K +2,900 +322%
FWM
3748
Fingerlakes Wealth Management
New York
$319K -$4.74K -48 -1%
AWM
3749
Aprio Wealth Management
Georgia
$318K +$33.9K +343 +10%
PCM
3750
Poehling Capital Management
Wisconsin
$318K -$96.8K -980 -21%