We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
776
Bar Harbor Wealth Management
New Hampshire
$264K
DAS
777
Diversify Advisory Services
Utah
$263K +$283K +7,546 New
WSFS
778
Wilmington Savings Fund Society
Delaware
$262K +$25K +666 +10%
EP
779
Edgestream Partners
New Jersey
$261K -$409K -10,920 -60%
KWS
780
Keystone Wealth Services
California
$261K
FAIM
781
Financial Advocates Investment Management
Washington
$261K +$15K +400 +6%
MMPW
782
Mitchell McLeod Pugh & Williams
Alabama
$261K +$9.67K +258 +4%
LWM
783
Liberty Wealth Management
California
$260K +$75 +2 +0%
ECM
784
Estabrook Capital Management
New York
$260K
EWA
785
Encompass Wealth Advisors
Oregon
$259K +$600 +16 +0.2%
LWM
786
LongView Wealth Management
Georgia
$259K -$12.6K -336 -4%
RA
787
RFG Advisory
Alabama
$259K -$1.69K -45 -0.6%
TWM
788
Tradition Wealth Management
Minnesota
$256K +$1.95K +52 +0.7%
Toronto Dominion Bank
789
Toronto Dominion Bank
Ontario, Canada
$255K -$68.1K -1,818 -20%
CB
790
Cadence Bank
Mississippi
$255K
WA
791
Wealth Alliance
New York
$255K -$1.57K -42 -0.6%
UAS
792
United Asset Strategies
New York
$255K -$3.75K -100 -1%
MAWAG
793
Mid-American Wealth Advisory Group
Missouri
$255K
VWA
794
Visionary Wealth Advisors
Illinois
$253K -$15.6K -416 -6%
SIAP
795
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$253K
LC
796
LCNB Corp
Ohio
$251K -$48.7K -1,300 -16%
NPPM
797
North Point Portfolio Managers
Ohio
$251K
NMM
798
Naples Money Management
Florida
$251K +$2.92K +78 +1%
TA
799
TruWealth Advisors
Louisiana
$250K
SG Americas Securities
800
SG Americas Securities
New York
$250K -$784K -20,923 -75%