We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1301
SFMG Wealth Advisors
Texas
$759K +$49.3K +36 +7%
CCM
1302
Cohen Capital Management
California
$758K +$119K +87 +18%
JSAM
1303
J. Safra Asset Management
New York
$758K +$552K +403 +236%
KWM
1304
KFG Wealth Management
Indiana
$758K -$17.8K -13 -2%
MCM
1305
Militia Capital Management
Texas
$756K +$784K +572 New
WRPWM
1306
Werba Rubin Papier Wealth Management
California
$754K -$1.37K -1 -0.2%
X
1307
Xponance
Pennsylvania
$753K +$234K +171 +43%
BFWA
1308
Benchmark Financial Wealth Advisors
Florida
$747K +$180K +131 +30%
RA
1309
Riversedge Advisors
Delaware
$746K +$56.2K +41 +8%
GCM
1310
Genus Capital Management
British Columbia, Canada
$746K +$82.2K +60 +12%
MFIM
1311
Mesirow Financial Investment Management
Illinois
$745K +$260K +190 +51%
FWI
1312
Facet Wealth Inc
Maryland
$745K +$289K +211 +60%
MCM
1313
Manchester Capital Management
Vermont
$742K -$31.5K -23 -4%
ICP
1314
Interchange Capital Partners
Pennsylvania
$741K -$621K -453 -36%
ADL
1315
Asset Dedication LLC
California
$740K -$23.3K -17 -3%
ATIA
1316
American Trust Investment Advisors
New Hampshire
$740K +$308K +225 +67%
WFG
1317
Wills Financial Group
Virginia
$735K -$126K -92 -17%
AGC
1318
Aspen Grove Capital
Colorado
$735K +$74K +54 +11%
WA
1319
WP Advisors
California
$726K – – –
CB
1320
CNB Bank
Pennsylvania
$724K -$42.5K -31 -5%
TCWM
1321
Total Clarity Wealth Management
Illinois
$722K +$750K +547 New
SCA
1322
Sandy Cove Advisors
Massachusetts
$719K +$745K +544 New
CWM
1323
Connecticut Wealth Management
Connecticut
$719K -$42.5K -31 -5%
SFG
1324
Sovereign Financial Group
Connecticut
$718K -$11K -8 -1%
MB
1325
MidFirst Bank
Oklahoma
$717K -$119K -87 -14%