We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LDB
1201
Lee, Danner & Bass
Tennessee
$246K – – –
AA
1202
Apriem Advisors
California
$246K – – –
KWM
1203
KFG Wealth Management
Indiana
$245K +$235K +961 New
DJSG
1204
D.J. St. Germain
Massachusetts
$244K – – –
SIA
1205
Soltis Investment Advisors
Utah
$242K +$232K +950 New
FTIS
1206
First Trust Investment Solutions
Florida
$242K +$232K +949 New
BWP
1207
BSW Wealth Partners
Colorado
$242K -$36.2K -148 -14%
VAM
1208
Verity Asset Management
North Carolina
$242K -$171K -698 -42%
FA
1209
Faithward Advisors
Pennsylvania
$242K – – –
WPP
1210
Whalerock Point Partners
Rhode Island
$241K +$231K +944 New
NRS
1211
Neville Rodie & Shaw
New York
$241K – – –
WFA
1212
Wellspring Financial Advisors
Ohio
$241K -$1.47K -6 -0.6%
NFG
1213
Nadler Financial Group
Illinois
$240K – – –
QWP
1214
Quotient Wealth Partners
Texas
$240K +$12.2K +50 +6%
GSC
1215
Ground Swell Capital
South Carolina
$240K +$230K +939 New
LWM
1216
LJI Wealth Management
Indiana
$239K -$4.16K -17 -2%
FPAS
1217
Focus Partners Advisor Solutions
Missouri
$239K +$229K +936 New
CD
1218
Chapin Davis
Maryland
$237K -$12.2K -50 -5%
ACM
1219
Advisors Capital Management
New Jersey
$235K +$225K +919 New
FL
1220
Fort LP
Maryland
$235K +$225K +920 New
BMMM
1221
Boston Mountain Money Management
Arkansas
$234K +$2.69K +11 +1%
BOM
1222
Bank of Marin
California
$232K – – –
AIA
1223
Allied Investment Advisors
Montana
$231K – – –
DWM
1224
Drive Wealth Management
Utah
$230K +$5.14K +21 +2%
PP
1225
PDT Partners
New York
$230K +$221K +902 New