We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PA
826
Procyon Advisors
Connecticut
$256K
AA
827
Addison Advisors
Vermont
$254K +$1.78K +12 +0.8%
MMG
828
Monetary Management Group
Missouri
$253K
MCWS
829
McKinley Carter Wealth Services
West Virginia
$252K -$101K -682 -31%
RFG
830
Range Financial Group
Oregon
$251K +$228K +1,539 New
OWP
831
ORG Wealth Partners
Texas
$251K +$228K +1,538 New
BWM
832
Baron Wealth Management
Michigan
$250K +$228K +1,537 New
AWM
833
Apollon Wealth Management
South Carolina
$250K -$11.4K -77 -5%
VCA
834
Verdence Capital Advisors
Maryland
$249K
CWP
835
Core Wealth Partners
California
$249K
VIP
836
Vista Investment Partners
Oklahoma
$249K -$44.5K -300 -16%
TAM
837
Tucker Asset Management
Colorado
$248K -$73.6K -497 -25%
RMDI
838
R.M. Davis Inc
Maine
$248K
PWAM
839
Pinnacle West Asset Management
Wyoming
$247K +$224K +1,515 New
HCM
840
Howland Capital Management
Massachusetts
$244K
JWCA
841
J.W. Coons Advisors
Ohio
$244K
RWMG
842
Redwood Wealth Management Group
New Jersey
$244K -$148 -1 -0.1%
ET
843
Equitable Trust
Tennessee
$244K
FA
844
Fiduciary Alliance
South Carolina
$240K +$219K +1,475 New
OAS
845
Optivise Advisory Services
Tennessee
$238K -$32.7K -221 -13%
D
846
Diversified
Delaware
$237K +$215K +1,452 New
DE
847
Diversified Enterprises
Delaware
$237K +$215K +1,452 New
WJWM
848
Williams Jones Wealth Management
New York
$235K +$214K +1,442 New
OCBCO
849
Oversea-Chinese Banking Corp (OCBC)
Singapore
$234K +$214K +1,445 New
MMM
850
Mendel Money Management
Illinois
$234K +$213K +1,436 New