We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
651
Canal Capital Management
Virginia
$248K – – –
CA
652
Claro Advisors
Massachusetts
$247K +$236K +358 New
CAGAS
653
Capital Advisory Group Advisory Services
Minnesota
$245K -$64.6K -98 -22%
AFM
654
Andesa Financial Management
Pennsylvania
$244K -$31K -47 -12%
KA
655
Kovack Advisors
Florida
$244K +$233K +354 New
LNC
656
Lincoln National Corp
Pennsylvania
$243K +$232K +351 New
GKWIM
657
Gerber Kawasaki Wealth & Investment Management
California
$243K +$233K +353 New
WLIM
658
White Lighthouse Investment Management
Massachusetts
$242K – – –
WBG
659
Wharton Business Group
Pennsylvania
$242K +$231K +350 New
LCM
660
LCM Capital Management
Illinois
$240K +$229K +347 New
GJIC
661
Gamble Jones Investment Counsel
California
$238K – – –
AC
662
Apella Capital
Connecticut
$236K – – –
AAM
663
Aureus Asset Management
Massachusetts
$235K -$87.7K -133 -28%
CA
664
Calton & Associates
Florida
$235K -$13.2K -20 -6%
CCFM
665
Clear Creek Financial Management
Washington
$232K +$222K +336 New
MA
666
MJP Associates
Connecticut
$230K -$17.1K -26 -7%
TCBWMS
667
Texas Capital Bank Wealth Management Services
Texas
$230K +$220K +333 New
AAP
668
Arax Advisory Partners
Colorado
$228K +$218K +330 New
SFA
669
Souders Financial Advisors
Ohio
$228K +$218K +330 New
RIG
670
RiverFront Investment Group
Virginia
$225K +$214K +325 New
CRC
671
Curi RMB Capital
Illinois
$224K -$21.1K -32 -9%
KPW
672
Kore Private Wealth
New York
$222K +$212K +322 New
FRM
673
Fox Run Management
Connecticut
$221K +$211K +320 New
SGK
674
Steigerwald Gordon & Koch
Virginia
$216K +$206K +313 New
LP
675
LGL Partners
Pennsylvania
$214K +$204K +310 New