We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LI
1051
Lafayette Investments
Maryland
$265K +$57K +1,000 +27%
SWA
1052
SFMG Wealth Advisors
Texas
$265K +$266K +4,670 New
JMFC
1053
J.M. Forbes & Co
Massachusetts
$261K – – –
CBA
1054
Coastal Bridge Advisors
Connecticut
$261K +$1.03K +18 +0.4%
WWM
1055
Windsor Wealth Management
Indiana
$260K -$26K -456 -9%
PCS
1056
Personal CFO Solutions
New Jersey
$260K -$7.13K -125 -3%
CA
1057
Claro Advisors
Massachusetts
$260K +$19.3K +339 +8%
CT
1058
Caldwell Trust
Florida
$259K -$2.68K -47 -1%
TCA
1059
Transcend Capital Advisors
New Jersey
$259K +$24.1K +423 +10%
BFC
1060
Bedel Financial Consulting
Indiana
$258K -$912 -16 -0.3%
WA
1061
Wealth Alliance
New York
$258K +$25.2K +442 +11%
Forvis Mazars Wealth Advisors
1062
Forvis Mazars Wealth Advisors
Missouri
$257K +$1.65K +29 +0.6%
RCWM
1063
Royal Capital Wealth Management
Indiana
$257K +$258K +4,529 New
Empirical Wealth Management
1064
Empirical Wealth Management
Washington
$256K -$255K -4,472 -50%
DWT
1065
Dorsey & Whitney Trust
South Dakota
$255K -$72.5K -1,271 -22%
EIM
1066
Essex Investment Management
Massachusetts
$255K -$4.16K -73 -2%
IWP
1067
Innova Wealth Partners
Pennsylvania
$255K +$114 +2 +0%
RC
1068
Roundview Capital
New Jersey
$254K -$54.1K -948 -17%
MWM
1069
Mattern Wealth Management
Kansas
$254K -$37.4K -656 -13%
Aristotle Capital Management
1070
Aristotle Capital Management
California
$254K – – –
Koshinski Asset Management
1071
Koshinski Asset Management
Illinois
$254K +$71.4K +1,252 +39%
CHA
1072
Carmichael Hill & Associates
Maryland
$253K -$7.98K -140 -3%
IHT Wealth Management
1073
IHT Wealth Management
Illinois
$253K +$5.99K +105 +2%
GCP
1074
GSA Capital Partners
United Kingdom
$253K +$254K +4,453 New
GDP
1075
Great Diamond Partners
Maine
$252K -$1.6K -28 -0.6%