We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SCI
1101
S&CO Inc
Massachusetts
$356K -$43K -200 -11%
WH
1102
Wallace Hart
Kentucky
$355K +$343K +1,594 New
TPBG
1103
Turning Point Benefit Group
Maryland
$353K +$341K +1,585 New
AWA
1104
Arete Wealth Advisors
Illinois
$353K +$89.5K +416 +36%
MSWM
1105
McGlone Suttner Wealth Management
Wisconsin
$352K +$1.72K +8 +0.5%
RT
1106
Rockland Trust
Massachusetts
$351K +$17.2K +80 +5%
PFBT
1107
Parkside Financial Bank & Trust
Missouri
$351K +$22.4K +104 +7%
TPWM
1108
Twelve Points Wealth Management
Massachusetts
$349K +$43K +200 +15%
OFS
1109
OneAscent Financial Services
Alabama
$349K -$422K -1,961 -56%
TCA
1110
Trifecta Capital Advisors
Illinois
$349K -$39.4K -183 -10%
SAM
1111
Secure Asset Management
Michigan
$346K +$110K +510 +49%
TCWA
1112
Turtle Creek Wealth Advisors
Texas
$346K +$334K +1,551 New
LGA
1113
Lebenthal Global Advisors
New York
$345K +$333K +1,547 New
OAM
1114
Occidental Asset Management
California
$345K +$3.23K +15 +1%
CS
1115
Cannell & Spears
New York
$345K +$1.29K +6 +0.4%
CPC
1116
Cookson Peirce & Co
Pennsylvania
$344K -$102K -475 -24%
LAM
1117
L2 Asset Management
Massachusetts
$343K +$16.4K +76 +5%
BAM
1118
Blueshift Asset Management
New Jersey
$343K +$331K +1,538 New
CWM
1119
Chesapeake Wealth Management
Virginia
$340K -$3.23K -15 -1%
1SB
1120
1ST Source Bank
Indiana
$339K +$3.44K +16 +1%
WCWM
1121
Willow Creek Wealth Management
California
$338K – – –
ALA
1122
Atlas Legacy Advisors
California
$334K -$2.8K -13 -0.9%
BFG
1123
Berger Financial Group
Minnesota
$333K -$19.4K -90 -6%
HKAM
1124
Horizon Kinetics Asset Management
New York
$333K +$321K +1,493 New
CFO
1125
CVA Family Office
Colorado
$332K +$7.75K +36 +2%