We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
4051
Birchcreek Wealth Management
Ohio
$2.21M -$138K -605 -6%
RC
4052
Rahlfs Capital
Texas
$2.21M
TWM
4053
Trueblood Wealth Management
Ohio
$2.2M +$44.6K +195 +2%
EGWAG
4054
Elwood & Goetz Wealth Advisory Group
Georgia
$2.2M +$205K +894 +10%
CA
4055
Cumberland Advisors
Florida
$2.2M -$80.1K -350 -4%
RB
4056
Renasant Bank
Mississippi
$2.19M -$169K -737 -7%
IPW
4057
Inlet Private Wealth
Florida
$2.19M +$51.5K +225 +2%
RFS
4058
Richardson Financial Services
Massachusetts
$2.19M +$80.5K +352 +4%
GFA
4059
Gallagher Fiduciary Advisors
Illinois
$2.19M +$13K +57 +0.6%
WF
4060
Wayfinding Financial
Washington
$2.19M -$49.4K -216 -2%
FA
4061
FDx Advisors
Illinois
$2.18M +$14K +61 +0.7%
OIS
4062
Okabena Investment Services
Minnesota
$2.18M -$1.07M -4,682 -33%
FBT
4063
First Bankers Trust
Kentucky
$2.18M -$36.6K -160 -2%
CA
4064
Centerpoint Advisors
Massachusetts
$2.17M +$22.9K +100 +1%
PA
4065
PSI Advisors
Florida
$2.17M +$113K +496 +6%
MKC
4066
M. Kraus & Co
Vermont
$2.17M
SIC
4067
SJS Investment Consulting
Ohio
$2.17M +$180K +785 +9%
BBPWM
4068
Blue Bell Private Wealth Management
Pennsylvania
$2.17M +$613K +2,678 +40%
AWM
4069
Ariadne Wealth Management
California
$2.17M -$15.3K -67 -0.6%
WPA
4070
West Paces Advisors
Georgia
$2.17M +$78K +341 +4%
NFP
4071
Narus Financial Partners
Utah
$2.17M +$48.7K +213 +2%
TFM
4072
TFC Financial Management
Massachusetts
$2.17M -$994K -4,343 -32%
SWM
4073
Salvus Wealth Management
New Jersey
$2.17M +$160K +698 +8%
GCM
4074
G2 Capital Management
Ohio
$2.17M +$21.7K +95 +1%
NP
4075
Ninepoint Partners
Ontario, Canada
$2.16M +$1.11M +4,845 +107%