We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1426
Capital Investment Management
Missouri
$510K -$122K -422 -26%
PAG
1427
Poinciana Advisors Group
Florida
$509K -$144K -498 -30%
FMWA
1428
Forvis Mazars Wealth Advisors
Missouri
$504K +$338K +1,167 New
PL
1429
Plancorp LLC
Missouri
$503K -$51.2K -177 -13%
FCCM
1430
First City Capital Management
Georgia
$500K +$335K +1,159 New
MW
1431
Maia Wealth
Colorado
$498K +$334K +1,155 New
EV
1432
EJMK Ventures
Illinois
$498K -$77.8K -269 -19%
PIWA
1433
Prevail Innovative Wealth Advisors
Kansas
$496K -$70.3K -243 -17%
GWM
1434
GK Wealth Management
Nevada
$495K +$332K +1,148 New
SCM
1435
SCS Capital Management
Massachusetts
$495K -$207K -714 -38%
KRW
1436
Kaufman Rossin Wealth
Florida
$494K -$41.9K -145 -12%
WE
1437
Wealth Effects
Massachusetts
$494K -$111K -385 -25%
BWM
1438
BCS Wealth Management
Tennessee
$492K +$330K +1,140 New
WTC
1439
WhitTier Trust Company
Nevada
$492K +$33.6K +116 +11%
PFBT
1440
Parkside Financial Bank & Trust
Missouri
$487K +$39.6K +137 +14%
ACG
1441
Allen Capital Group
Nebraska
$486K -$152K -525 -32%
GAA
1442
Global Assets Advisory
Florida
$483K -$6.94K -24 -2%
CAG
1443
Csenge Advisory Group
Florida
$481K +$323K +1,116 New
PWG
1444
Portside Wealth Group
Utah
$481K +$322K +1,114 New
Luther King Capital Management (LKCM)
1445
Luther King Capital Management (LKCM)
Texas
$480K +$322K +1,112 New
FCP
1446
Fidelis Capital Partners
Florida
$479K +$321K +1,111 New
PCS
1447
Personal CFO Solutions
New Jersey
$479K +$321K +1,109 New
PPWM
1448
Paragon Private Wealth Management
Kentucky
$479K +$321K +1,109 New
MMCM
1449
Murphy & Mullick Capital Management
New York
$478K -$20.2K -70 -6%
OCWP
1450
Owl Creek Wealth Partners
Colorado
$475K +$19.7K +68 +7%