We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1226
Stonebridge Capital Management
California
$888K – – –
KIA
1227
Kraematon Investment Advisors
Massachusetts
$886K -$22.2K -100 -2%
BCM
1228
Boltwood Capital Management
California
$886K +$22K +99 +2%
FMWA
1229
Forvis Mazars Wealth Advisors
Missouri
$885K +$196K +879 +27%
DWM
1230
Destination Wealth Management
California
$885K +$57.2K +257 +7%
CIA
1231
Cladis Investment Advisory
Montana
$882K – – –
SAM
1232
Secure Asset Management
Michigan
$879K -$159K -714 -15%
JWA
1233
JFS Wealth Advisors
Pennsylvania
$879K -$4.23K -19 -0.5%
WG
1234
Welch Group
Alabama
$876K +$2.23K +10 +0.2%
SWM
1235
Silverlake Wealth Management
Vermont
$875K -$3.78K -17 -0.4%
EA
1236
Everpar Advisors
Oklahoma
$873K -$19.4K -87 -2%
CCA
1237
Cravens & Co Advisors
Tennessee
$871K -$190K -853 -17%
GBWM
1238
Granite Bay Wealth Management
New Hampshire
$871K +$895K +4,025 New
RIM
1239
RW Investment Management
Idaho
$870K – – –
PCM
1240
Permanent Capital Management
Illinois
$870K +$222 +1 +0%
TCM
1241
Thoma Capital Management
Maryland
$866K +$30.5K +137 +4%
BSG
1242
Black Swift Group
Colorado
$866K -$2.22M -10,000 -71%
MWC
1243
MBM Wealth Consultants
Missouri
$863K +$143K +642 +19%
SAM
1244
Silphium Asset Management
United Kingdom
$863K +$175K +785 +25%
FWA
1245
Fulcrum Wealth Advisors
Washington
$859K +$5.56K +25 +0.6%
GPWM
1246
Grant Private Wealth Management
California
$858K -$58.5K -263 -6%
SDWIA
1247
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$857K -$7.12K -32 -0.8%
CHAM
1248
Clear Harbor Asset Management
Connecticut
$855K -$471K -2,118 -35%
PFGIA
1249
Patriot Financial Group Insurance Agency
Massachusetts
$855K -$1.62M -7,301 -65%
FCMT
1250
Founders Capital Management (Texas)
Texas
$855K – – –