We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LA
926
LexAurum Advisors
Kansas
$315K -$580 -43 -0.2%
PA
927
Pinnacle Associates
New York
$313K +$120K +8,924 +66%
AP
928
Appleton Partners
Massachusetts
$313K
PWPS
929
Pinnacle Wealth Planning Services
Ohio
$312K +$1.96K +145 +0.6%
HNH
930
Hopwood Nicholas Hunter
$312K +$2.81K +208 +0.9%
LAM
931
L2 Asset Management
Massachusetts
$312K +$18.3K +1,360 +6%
TAM
932
Tocqueville Asset Management
New York
$311K
VHAM
933
Van Hulzen Asset Management
California
$310K -$13.5K -1,000 -4%
PTC
934
Private Trust Company
Ohio
$310K -$49.9K -3,698 -14%
CCA
935
Childress Capital Advisors
Texas
$309K -$22.5K -1,668 -7%
MYAM
936
Meiji Yasuda Asset Management
Japan
$308K +$13.8K +1,025 +5%
SI
937
Saxon Interests
Texas
$308K +$3.79K +281 +1%
APP
938
Avantax Planning Partners
Iowa
$307K -$25.8K -1,915 -8%
PWG
939
Portside Wealth Group
Utah
$306K +$78K +5,780 +36%
WSC
940
Wellington Shields & Co
New York
$305K
MWM
941
Maridea Wealth Management
New York
$304K +$295K +21,853 New
TIA
942
TCFG Investment Advisors
California
$297K -$7.76K -575 -3%
OFO
943
OneAscent Family Office
Alabama
$297K +$50.5K +3,746 +21%
FWM
944
Finer Wealth Management
Massachusetts
$297K +$103K +7,659 +56%
DE
945
Diversified Enterprises
Delaware
$296K +$1.77K +131 +0.6%
SFG
946
SNS Financial Group
Minnesota
$295K +$94.2K +6,983 +49%
SCM
947
Steele Capital Management
Iowa
$294K
Capstone Investment Advisors
948
Capstone Investment Advisors
New York
$294K -$4.02M -297,864 -93%
GAA
949
Global Assets Advisory
Florida
$292K +$607 +45 +0.2%
AWM
950
Accel Wealth Management
Iowa
$292K +$19.9K +1,473 +8%