We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EW
1576
Elyxium Wealth
California
$330K +$305K +463 New
1M
1577
1248 Management
Missouri
$330K +$173K +263 +132%
MBTD
1578
Mechanics Bank - Trust Department
California
$330K +$305K +463 New
CCM
1579
Cinctive Capital Management
New York
$329K -$56K -85 -16%
PL
1580
Plancorp LLC
Missouri
$328K -$11.9K -18 -4%
FFP
1581
FourThought Financial Partners
Florida
$326K -$659 -1 -0.2%
TCBWMS
1582
Texas Capital Bank Wealth Management Services
Texas
$326K +$301K +457 New
EFG
1583
Everhart Financial Group
Ohio
$325K -$26.4K -40 -8%
HCM
1584
Hudson Capital Management
New Jersey
$325K – – –
FNT
1585
First National Trust
Pennsylvania
$325K -$30.3K -46 -9%
BAG
1586
Bridgewealth Advisory Group
California
$324K +$21.7K +33 +8%
TWP
1587
Tempus Wealth Planning
California
$324K +$9.22K +14 +3%
IRP
1588
Investment Research Partners
Pennsylvania
$323K +$298K +453 New
WCP
1589
Wealthcare Capital Partners
Pennsylvania
$323K +$298K +453 New
TAM
1590
Townsend Asset Management
North Carolina
$322K +$4.61K +7 +2%
TCWM
1591
Total Clarity Wealth Management
Illinois
$321K -$104K -158 -26%
KWM
1592
Kassira Wealth Management
Tennessee
$321K – – –
GITFIT
1593
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$321K – – –
EFG
1594
Embree Financial Group
Illinois
$321K -$11.2K -17 -4%
WA
1595
Wealth Architects
California
$320K -$11.2K -17 -4%
HA
1596
Helium Advisors
Washington
$320K – – –
EFA
1597
Evernest Financial Advisors
Indiana
$319K +$659 +1 +0.2%
WDG
1598
Wealth Dimensions Group
Ohio
$319K +$659 +1 +0.2%
CAM
1599
Concorde Asset Management
Michigan
$317K -$37.6K -57 -11%
VC
1600
Veery Capital
Delaware
$317K -$7.25K -11 -2%