We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KCP
751
Kera Capital Partners
California
$259K +$20.3K +173 +8%
Arax Advisory Partners
752
Arax Advisory Partners
Colorado
$258K +$118K +1,007 +70%
CBTWT
753
Community Bank & Trust (Waco, Texas)
Texas
$254K – – –
Howard Capital Management
754
Howard Capital Management
Georgia
$254K -$276K -2,351 -49%
SFC
755
SYM Financial Corp
Indiana
$253K +$23K +196 +9%
FA
756
FDx Advisors
Illinois
$252K +$282K +2,401 New
MFS
757
Mattson Financial Services
Michigan
$252K +$281K +2,395 New
WCM
758
Washburn Capital Management
Florida
$250K – – –
WC
759
Waterloo Capital
Texas
$249K -$41.3K -352 -13%
Crestwood Advisors Group
760
Crestwood Advisors Group
Massachusetts
$248K +$277K +2,359 New
WAG
761
Winthrop Advisory Group
Massachusetts
$248K +$21.8K +186 +9%
AA
762
Armis Advisers
Georgia
$246K +$266K +2,262 New
JFGLC
763
Johnson Financial Group LLC (Colorado)
Colorado
$246K +$275K +2,338 New
BFA
764
Brown Financial Advisors
Ohio
$242K +$271K +2,304 New
CT
765
Coastline Trust
Rhode Island
$242K -$352K -3,000 -57%
LRPA
766
L. Roy Papp & Associates
Arizona
$242K – – –
Pinnacle Associates
767
Pinnacle Associates
New York
$242K +$16.2K +138 +6%
GWP
768
Gateway Wealth Partners
Wisconsin
$241K +$269K +2,294 New
Modern Wealth Management
769
Modern Wealth Management
Kansas
$240K +$16.3K +139 +7%
Scotia Capital
770
Scotia Capital
Ontario, Canada
$238K -$1.57M -13,328 -85%
Pallas Capital Advisors
771
Pallas Capital Advisors
Massachusetts
$237K +$264K +2,251 New
MA
772
Mutual Advisors
Nebraska
$236K +$263K +2,242 New
SIA
773
Soltis Investment Advisors
Utah
$234K +$261K +2,224 New
EP
774
Essential Partners
California
$231K +$54.7K +466 +27%
AWM
775
Angeles Wealth Management
California
$230K +$256K +2,183 New