We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AMC
801
Asset Management Corp
Illinois
$238K +$300 +1 +0.1%
DY
802
Dowling & Yahnke
California
$237K – – –
SHFA
803
SC&H Financial Advisors
Maryland
$236K +$235K +785 New
MAM
804
McLean Asset Management
Virginia
$233K -$15.6K -52 -6%
AIC
805
Aurora Investment Counsel
Georgia
$231K -$879K -2,931 -79%
RWA
806
River Wealth Advisors
Pennsylvania
$229K -$4.2K -14 -2%
Park National Corp
807
Park National Corp
Ohio
$226K -$5.1K -17 -2%
GDP
808
Great Diamond Partners
Maine
$226K – – –
LFA
809
Legacy Financial Advisors
Kentucky
$226K +$226K +753 New
PLFAM
810
Pineno Levin & Ford Asset Management
Virginia
$225K – – –
OWM
811
OneAscent Wealth Management
Alabama
$225K +$224K +748 New
MSR
812
Main Street Research
Connecticut
$224K -$19.5K -65 -8%
SMA
813
Sage Mountain Advisors
Georgia
$224K -$12K -40 -5%
NCM
814
New Capital Management
Texas
$223K – – –
TWM
815
Tradition Wealth Management
Minnesota
$223K – – –
KWM
816
Kolinsky Wealth Management
New Jersey
$220K +$219K +731 New
FEM
817
Fulcrum Equity Management
Texas
$219K -$48K -160 -18%
CCA
818
Cobblestone Capital Advisors
New York
$219K -$21K -70 -9%
DFCM
819
Dark Forest Capital Management
Puerto Rico
$219K +$219K +729 New
SteelPeak Wealth
820
SteelPeak Wealth
California
$217K – – –
CoreCap Advisors
821
CoreCap Advisors
Michigan
$217K +$216K +721 New
WCAMG
822
Woodard & Company Asset Management Group
North Carolina
$216K – – –
DMBA
823
Deseret Mutual Benefit Administrators
Utah
$216K +$52.5K +175 +32%
DU
824
Delphia (USA)
Ontario, Canada
$216K +$215K +717 New
Sigma Planning Corp
825
Sigma Planning Corp
Michigan
$215K -$36K -120 -14%