We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LD
1851
Lipe & Dalton
New York
$208K – – –
CSM
1852
CAMG Solamere Management
North Carolina
$207K -$25.2K -113 -11%
FUBT
1853
First United Bank & Trust
Maryland
$207K -$11.2K -50 -5%
WAS
1854
Wealth Advisory Solutions
Indiana
$207K -$8.47K -38 -4%
4WM
1855
44 Wealth Management
Oregon
$207K – – –
NCM
1856
Nelson Capital Management
California
$207K – – –
KS
1857
Karpas Strategies
Connecticut
$206K -$11.2K -50 -5%
CPC
1858
Consolidated Planning Corp
Georgia
$206K +$209K +938 New
IP
1859
Isthmus Partners
Wisconsin
$205K -$89.2K -400 -30%
JBA
1860
Johnson Bixby & Associates
Washington
$205K – – –
BCM
1861
Breiter Capital Management
Florida
$204K – – –
VCM
1862
Vision Capital Management
Oregon
$204K – – –
TWP
1863
TFO Wealth Partners
Ohio
$204K +$207K +929 New
HA
1864
Harfst & Associates
Wyoming
$204K +$208K +932 New
NS
1865
Newman & Schimel
Illinois
$202K -$12K -54 -6%
RGC
1866
Roberts, Glore & Co
Illinois
$202K – – –
CWM
1867
Campbell Wealth Management
Virginia
$202K +$205K +919 New
CCIA
1868
Cherry Creek Investment Advisors
Colorado
$201K -$1.32M -5,930 -87%
TF
1869
Trek Financial
Arizona
$201K -$8.92K -40 -4%
TC
1870
Trust Company
Kansas
$199K -$77.8K -349 -28%
PWA
1871
Phoenix Wealth Advisors
North Carolina
$198K -$28.3K -127 -12%
Cohen & Steers
1872
Cohen & Steers
New York
$197K -$66.2K -297 -25%
CTB
1873
Country Trust Bank
Illinois
$195K – – –
GAM
1874
Gemmer Asset Management
California
$192K -$4.01K -18 -2%
WA
1875
Wealth Advisors
California
$192K – – –