We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
826
Trust Company of Toledo
Ohio
$259K – – –
TCM
827
Teza Capital Management
Illinois
$258K -$6.21M -41,877 -96%
PA
828
Procyon Advisors
Connecticut
$256K – – –
AA
829
Addison Advisors
Vermont
$254K +$1.78K +12 +0.8%
MMG
830
Monetary Management Group
Missouri
$253K – – –
MCWS
831
McKinley Carter Wealth Services
West Virginia
$252K -$101K -682 -31%
RFG
832
Range Financial Group
Oregon
$251K +$228K +1,539 New
OWP
833
ORG Wealth Partners
Texas
$251K +$228K +1,538 New
BWM
834
Baron Wealth Management
Michigan
$250K +$228K +1,537 New
AWM
835
Apollon Wealth Management
South Carolina
$250K -$11.4K -77 -5%
VCA
836
Verdence Capital Advisors
Maryland
$249K – – –
CWP
837
Core Wealth Partners
California
$249K – – –
VIP
838
Vista Investment Partners
Oklahoma
$249K -$44.5K -300 -16%
TAM
839
Tucker Asset Management
Colorado
$248K -$73.6K -497 -25%
RMDI
840
R.M. Davis Inc
Maine
$248K – – –
PWAM
841
Pinnacle West Asset Management
Wyoming
$247K +$224K +1,515 New
HCM
842
Howland Capital Management
Massachusetts
$244K – – –
JWCA
843
J.W. Coons Advisors
Ohio
$244K – – –
RWMG
844
Redwood Wealth Management Group
New Jersey
$244K -$148 -1 -0.1%
ET
845
Equitable Trust
Tennessee
$244K – – –
FA
846
Fiduciary Alliance
South Carolina
$240K +$219K +1,475 New
OAS
847
Optivise Advisory Services
Tennessee
$238K -$32.7K -221 -13%
D
848
Diversified
Delaware
$237K +$215K +1,452 New
DE
849
Diversified Enterprises
Delaware
$237K +$215K +1,452 New
WJWM
850
Williams Jones Wealth Management
New York
$235K +$214K +1,442 New