We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1151
Inscription Capital
Texas
$243K -$184K -976 -43%
HR
1152
Howe & Rusling
New York
$243K +$243K +1,290 New
WDC
1153
Woodward Diversified Capital
California
$242K +$11.1K +59 +5%
VCA
1154
Verdence Capital Advisors
Maryland
$242K -$20K -106 -8%
EFS
1155
Essex Financial Services
Connecticut
$241K +$241K +1,280 New
MSWM
1156
McGlone Suttner Wealth Management
Wisconsin
$239K -$58.8K -312 -20%
HIA
1157
Harbor Investment Advisory
Maryland
$238K +$27.7K +147 +13%
PWMAG
1158
Pinnacle Wealth Management Advisory Group
New Jersey
$235K -$3.58K -19 -1%
IIC
1159
Integrated Investment Consultants
Michigan
$235K +$235K +1,249 New
AA
1160
Alesco Advisors
New York
$233K – – –
SB
1161
Strategic Blueprint
Georgia
$233K +$36.5K +194 +19%
MCM
1162
Monument Capital Management
Virginia
$232K – – –
CAM
1163
Clark Asset Management
New Hampshire
$229K +$230K +1,220 New
SHWA
1164
Safe Harbor Wealth Advisors
Ohio
$229K +$220K +1,168 New
SVWAG
1165
Sound View Wealth Advisors Group
Georgia
$228K -$7.53K -40 -3%
NHT
1166
New Hampshire Trust
New Hampshire
$227K -$36.2K -192 -14%
CST
1167
Charles Schwab Trust
Nevada
$226K – – –
MWM
1168
Mattern Wealth Management
Kansas
$226K – – –
VWM
1169
VanWeelden Wealth Management
Ohio
$226K – – –
PFM
1170
Patton Fund Management
Texas
$225K +$26.9K +143 +14%
SWM
1171
Sendero Wealth Management
Texas
$224K – – –
BWM
1172
Base Wealth Management
Florida
$224K +$565 +3 +0.3%
OL
1173
Optas LLC
Texas
$223K -$21.1K -112 -9%
GIA
1174
GHP Investment Advisors
Colorado
$223K -$942 -5 -0.4%
AFG
1175
Altiora Financial Group
Ohio
$221K -$49.7K -264 -18%