We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
1351
Clear Harbor Asset Management
Connecticut
$250K +$5.17K +24 +2%
CRWM
1352
Castle Rock Wealth Management
California
$250K
CFS
1353
Commonwealth Financial Services
West Virginia
$250K +$253K +1,172 New
PRS
1354
Pinkerton Retirement Specialists
Idaho
$249K +$251K +1,166 New
LC
1355
Lincoln Capital
Nebraska
$248K
MSFS
1356
Main Street Financial Solutions
Pennsylvania
$247K -$21.3K -99 -8%
BFA
1357
Beaumont Financial Advisors
Massachusetts
$246K +$7.54K +35 +3%
FIM
1358
Freedom Investment Management
Connecticut
$246K -$22.2K -103 -8%
LA
1359
Lindenwold Advisors
Pennsylvania
$245K -$103K -476 -29%
UFF
1360
USA Financial Formulas
Michigan
$245K +$58.6K +272 +31%
Members Trust
1361
Members Trust
Florida
$244K
MC
1362
Machina Capital
France
$244K +$247K +1,144 New
LAM
1363
L2 Asset Management
Massachusetts
$244K +$9.87M +45,805 +4,456%
CWM
1364
Cahaba Wealth Management
Georgia
$243K -$19.8K -92 -7%
CG
1365
Clifford Group
Massachusetts
$243K
WW
1366
Westshore Wealth
California
$242K -$259K -1,200 -51%
PAM
1367
Palisade Asset Management
Minnesota
$241K
FFP
1368
FourThought Financial Partners
Florida
$240K -$8.19K -38 -3%
CWM
1369
Compass Wealth Management
Connecticut
$240K +$6.47K +30 +3%
KMWM
1370
Keudell/Morrison Wealth Management
Oregon
$239K -$16K -74 -6%
MIS
1371
Morningstar Investment Services
Illinois
$239K +$239K +1,108 New
WFAG
1372
Worth Financial Advisory Group
North Carolina
$239K +$241K +1,119 New
M
1373
MOTCO
Texas
$238K -$57.3K -266 -19%
PPWM
1374
Paragon Private Wealth Management
Kentucky
$237K -$89.5K -415 -27%
ICM
1375
IMS Capital Management
Oregon
$235K