We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LWS
626
Lucia Wealth Services
California
$196K -$25.1K -175 -11%
PCG
627
Private Capital Group
Connecticut
$195K +$1.72K +12 +0.9%
TC
628
Truvestments Capital
Florida
$192K +$194K +1,353 New
TCM
629
Tradewinds Capital Management
Washington
$186K -$10.8K -75 -5%
BWA
630
Burt Wealth Advisors
Maryland
$184K -$7.18K -50 -4%
TSW
631
Thompson Siegel & Walmsley
Virginia
$179K – – –
TFS
632
TrustCore Financial Services
Tennessee
$172K +$25.1K +175 +17%
SBL
633
Sargent Bickham Lagudis
Colorado
$158K -$7.89K -55 -5%
AssetMark Inc
634
AssetMark Inc
California
$155K -$5.46K -38 -3%
EDRH
635
Edmond de Rothschild Holding
Switzerland
$154K – – –
WIA
636
Westbourne Investment Advisors
Maryland
$142K +$144K +1,000 New
WIM
637
Westside Investment Management
California
$139K +$13.8K +96 +11%
LJHT
638
Laurie J. Hall Trustee
$139K – – –
MFW
639
Mosaic Family Wealth
Missouri
$138K -$9.62K -67 -6%
MSFP
640
Mark Sheptoff Financial Planning
Connecticut
$135K – – –
FCT
641
Family Capital Trust
Massachusetts
$128K – – –
OIA
642
OneDigital Investment Advisors
Kansas
$128K +$5.74K +40 +5%
WTB
643
Washington Trust Bank
Washington
$126K -$11.5K -80 -8%
CFGS
644
Concourse Financial Group Securities
Alabama
$121K +$121K +841 New
SNT
645
Security National Trust
West Virginia
$120K – – –
BAM
646
Belpointe Asset Management
Nevada
$114K +$116K +805 New
ANBT
647
American National Bank & Trust
Texas
$113K – – –
CFG
648
Citizens Financial Group
Rhode Island
$110K +$7.18K +50 +7%
JGIA
649
Jackson Grant Investment Advisers
Connecticut
$109K – – –
RCAG
650
Rehmann Capital Advisory Group
Michigan
$108K – – –