We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FTC
1651
Farmers Trust Company
Ohio
$321K -$44.7K -130 -12%
BW
1652
Bison Wealth
Georgia
$319K +$12K +35 +4%
RW
1653
REDW Wealth
New Mexico
$317K
WI
1654
Wintrust Investments
Illinois
$317K +$25.1K +73 +8%
LFA
1655
Legacy Financial Advisors
Kentucky
$316K +$344 +1 +0.1%
PTC
1656
Petrus Trust Company
Texas
$316K +$2.75K +8 +0.9%
ET
1657
Equitable Trust
Tennessee
$316K +$324K +942 New
AWE
1658
Avidian Wealth Enterprises
Texas
$311K +$4.82K +14 +2%
CNB
1659
Camden National Bank
Maine
$310K -$2.41K -7 -0.8%
KLI
1660
Kelman-Lazarov Inc
Tennessee
$310K +$17.2K +50 +6%
AOWM
1661
Alpha Omega Wealth Management
Virginia
$308K
IFAM
1662
Institutional & Family Asset Management
Colorado
$308K +$170K +494 +116%
SWK
1663
Stephen W. Kidder
$307K -$84.3K -245 -21%
DDC
1664
DF Dent & Co
Maryland
$307K
F
1665
Filament
Washington
$303K
TWM
1666
Torch Wealth Management
Ohio
$302K +$344 +1 +0.1%
CIA
1667
Cascade Investment Advisors
Oregon
$302K -$241K -700 -44%
WWM
1668
Willingdon Wealth Management
North Carolina
$301K -$34.4K -100 -10%
MAA
1669
Matrix Asset Advisors
New York
$301K
WAM
1670
Winslow Asset Management
Ohio
$299K -$20.6K -60 -6%
HA
1671
Hamel Associates
New Jersey
$297K
FC
1672
Financial Consulate
Maryland
$297K +$45.1K +131 +17%
MCIA
1673
Mountain Capital Investment Advisors
Colorado
$297K +$305K +886 New
PWM
1674
Perigon Wealth Management
California
$296K +$60.9K +177 +25%
HCM
1675
Howland Capital Management
Massachusetts
$295K