We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CDWM
1826
Campbell Deegan Wealth Management
Virginia
$261K +$235K +1,244 New
RZH
1827
Relyea Zuckerberg Hanson
Connecticut
$260K +$235K +1,243 New
LAM
1828
Lewis Asset Management
California
$259K -$149K -790 -39%
PFM
1829
Patton Fund Management
Texas
$259K +$234K +1,237 New
AA
1830
Addison Advisors
Vermont
$259K -$944 -5 -0.4%
GIA
1831
GHP Investment Advisors
Colorado
$258K -$16.8K -89 -7%
WCM
1832
Whitener Capital Management
North Carolina
$258K – – –
RFP
1833
Root Financial Partners
California
$258K +$233K +1,232 New
LSA
1834
L & S Advisors
California
$258K -$1.31M -6,919 -85%
AF
1835
Affiance Financial
Minnesota
$258K – – –
WC
1836
Wexford Capital
Florida
$257K +$232K +1,228 New
NL
1837
NDWM LLC
California
$257K – – –
LF
1838
Lee Financial
Texas
$257K +$232K +1,226 New
DIP
1839
DT Investment Partners
Pennsylvania
$257K – – –
ACM
1840
Aurdan Capital Management
Pennsylvania
$256K -$20K -106 -8%
JFGIW
1841
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$255K – – –
PWA
1842
Physician Wealth Advisors
Utah
$255K +$11.1K +59 +5%
MIM
1843
Marco Investment Management
Georgia
$254K +$229K +1,214 New
FNBTCON
1844
First National Bank & Trust Co of Newtown
Pennsylvania
$254K +$229K +1,213 New
DWM
1845
David Wealth Management
Virginia
$254K +$1.13K +6 +0.5%
RWP
1846
Revolve Wealth Partners
New Jersey
$253K +$6.42K +34 +3%
HCM
1847
Hengehold Capital Management
Ohio
$253K +$5.48K +29 +2%
FTC
1848
Farmers Trust Company
Ohio
$253K +$189 +1 +0.1%
GBT
1849
Grove Bank & Trust
Florida
$252K +$9.82K +52 +5%
MSA
1850
Marino Stram & Associates
Massachusetts
$252K +$227K +1,201 New