We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
901
Private Trust Company
Ohio
$222K +$18K +459 +11%
RA
902
Riversedge Advisors
Delaware
$222K +$185K +4,722 New
WFMPM
903
Woodley Farra Manion Portfolio Management
Indiana
$222K +$185K +4,722 New
SC
904
Schulhoff & Co
Ohio
$221K +$184K +4,702 New
TH
905
TCTC Holdings
Texas
$221K – – –
BA
906
Bridgewater Advisors
New York
$221K +$196K +5,002 New
EGWAG
907
Elwood & Goetz Wealth Advisory Group
Georgia
$220K +$183K +4,683 New
RFS
908
Retirement Financial Solutions
Tennessee
$220K +$183K +4,678 New
HFAS
909
Hummer Financial Advisory Services
Illinois
$219K +$183K +4,668 New
BPWM
910
Badgley Phelps Wealth Managers
Washington
$217K +$181K +4,625 New
MCA
911
MSH Capital Advisors
Arizona
$217K +$181K +4,623 New
OFO
912
OneAscent Family Office
Alabama
$217K +$181K +4,621 New
LWM
913
LongView Wealth Management
Georgia
$217K +$184K +4,694 New
SFGP
914
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$216K +$180K +4,602 New
PWM
915
Pines Wealth Management
North Carolina
$216K -$57K -1,454 -24%
CBA
916
Coastal Bridge Advisors
Connecticut
$216K +$180K +4,598 New
CPA
917
Capital Performance Advisors
California
$214K +$179K +4,564 New
OA
918
Oxbow Advisors
Texas
$214K +$179K +4,560 New
LS
919
Leelyn Smith
Illinois
$214K +$178K +4,556 New
XPN
920
XY Planning Network
Montana
$213K +$181K +4,620 New
SFG
921
Sovereign Financial Group
Connecticut
$213K +$178K +4,538 New
BFIC
922
Bedell Frazier Investment Counselling
California
$212K +$176K +4,500 New
AWAG
923
ARS Wealth Advisors Group
Florida
$211K +$176K +4,488 New
PPC
924
Pennington Partners & Co
Maryland
$211K +$176K +4,487 New
HP
925
Hilltop Partners
Indiana
$210K +$175K +4,470 New