We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CB
1626
Cadence Bank
Mississippi
$214K +$3.03K +11 +1%
WAM
1627
Weatherly Asset Management
California
$213K – – –
PWA
1628
Provenance Wealth Advisors
Florida
$213K – – –
CWG
1629
Crown Wealth Group
North Carolina
$213K +$4.68K +17 +2%
OFW
1630
Omnia Family Wealth
Florida
$213K -$46.2K -168 -18%
LAS
1631
LWM Advisory Services
Florida
$212K – – –
NFG
1632
Nadler Financial Group
Illinois
$212K +$206K +750 New
TWM
1633
Thrive Wealth Management
Pennsylvania
$211K +$2.75K +10 +1%
UCB
1634
United Community Bank
South Carolina
$209K +$4.68K +17 +2%
GWCM
1635
Godshalk Welsh Capital Management
Pennsylvania
$209K – – –
KCPG
1636
Kavar Capital Partners Group
Kansas
$209K – – –
TP
1637
Tranquility Partners
Tennessee
$209K +$7.98K +29 +4%
FFG
1638
Fiduciary Financial Group
California
$208K +$550 +2 +0.3%
SFO
1639
Stokes Family Office
Louisiana
$208K +$203K +737 New
WCM
1640
Wedge Capital Management
North Carolina
$207K – – –
RMAM
1641
Raab & Moskowitz Asset Management
New Jersey
$207K +$8.26K +30 +4%
NAM
1642
NTV Asset Management
West Virginia
$207K +$3.85K +14 +2%
AF
1643
Aviso Financial
Ontario, Canada
$207K +$19.5K +71 +11%
AWP
1644
Abacus Wealth Partners
California
$206K +$201K +731 New
UAML
1645
US Asset Management LLC
Pennsylvania
$206K – – –
CIA
1646
Compass Ion Advisors
Pennsylvania
$206K +$5.5K +20 +3%
WCM
1647
Washington Capital Management
Washington
$205K – – –
SIC
1648
Salem Investment Counselors
North Carolina
$205K -$1.38K -5 -0.7%
TIA
1649
Tiemann Investment Advisors
California
$205K – – –
Dodge & Cox
1650
Dodge & Cox
California
$204K – – –