We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
676
Caldwell Sutter Capital
California
$379K +$383K +2,700 New
BHWM
677
Bar Harbor Wealth Management
New Hampshire
$375K – – –
XT
678
XTX Topco
Cayman Islands
$372K -$152K -1,073 -29%
FNBOMD
679
First National Bank of Mount Dora
Florida
$371K +$41.6K +293 +12%
CAM
680
Carret Asset Management
New York
$369K – – –
CIM
681
Contravisory Investment Management
Massachusetts
$367K +$284 +2 +0.1%
BWP
682
Baldwin Wealth Partners
Massachusetts
$366K – – –
AIS
683
AM Investment Strategies
Tennessee
$365K -$96.8K -682 -21%
MHIC
684
Marble Harbor Investment Counsel
Massachusetts
$365K +$369K +2,600 New
BFA
685
Bragg Financial Advisors
North Carolina
$364K – – –
IPW
686
Inlet Private Wealth
Florida
$363K +$367K +2,589 New
CAM
687
Columbia Asset Management
Michigan
$361K -$27K -190 -7%
IWN
688
Independent Wealth Network
Iowa
$361K -$568 -4 -0.2%
SCM
689
Schnieders Capital Management
California
$358K – – –
CSPIA
690
Cary Street Partners Investment Advisory
Virginia
$357K -$9.08K -64 -2%
WG
691
Welch Group
Alabama
$354K – – –
DCM
692
Dupont Capital Management
Delaware
$354K +$239K +1,686 +201%
SW
693
SVB Wealth
Massachusetts
$354K -$110K -773 -23%
MYIA
694
Mount Yale Investment Advisors
Colorado
$353K -$4.26K -30 -1%
MWM
695
Mattern Wealth Management
Kansas
$353K +$2.7K +19 +0.8%
QCG
696
Quadrant Capital Group
Ohio
$352K -$24K -169 -6%
AG
697
Ascent Group
Virginia
$349K +$45.1K +318 +15%
6F
698
626 Financial
Michigan
$346K – – –
BFA
699
Benedict Financial Advisors
Georgia
$345K -$164K -1,154 -32%
SC
700
Searle & Co
Connecticut
$343K -$28.4K -200 -8%