We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PP
776
PDS Planning
Ohio
$225K +$217K +968 New
LTM
777
Lotus Technology Management
Florida
$221K +$214K +954 New
RFC
778
Regions Financial Corp
Alabama
$221K +$213K +951 New
AC
779
AXQ Capital
New Jersey
$220K -$848K -3,786 -80%
CPA
780
Capital Performance Advisors
California
$219K +$212K +945 New
RCA
781
Resonant Capital Advisors
Wisconsin
$217K +$209K +935 New
GM
782
GeoWealth Management
Illinois
$214K +$207K +924 New
AHL
783
Abel Hall LLC
Louisiana
$213K -$43.7K -195 -18%
MWM
784
Mission Wealth Management
California
$212K +$204K +913 New
TSMHT
785
Thurston Springer Miller Herd & Titak
Indiana
$211K +$72.5K +324 +55%
AA
786
Advisory Alpha
Michigan
$209K +$201K +900 New
DT
787
DV Trading
Illinois
$209K +$112K +500 +125%
BWP
788
Balboa Wealth Partners
Arizona
$209K +$201K +900 New
RFS
789
RM Financial Services
Maine
$209K +$201K +900 New
LAM
790
L2 Asset Management
Massachusetts
$205K +$197K +882 New
Members Trust
791
Members Trust
Florida
$203K +$196K +877 New
PTC
792
Private Trust Company
Ohio
$190K -$61.6K -275 -25%
SN
793
Sittner & Nelson
Oregon
$186K – – –
MUMSS
794
Mitsubishi UFJ Morgan Stanley Securities
Japan
$184K -$98.9K -442 -36%
BIM
795
Breakwater Investment Management
Washington
$184K +$448 +2 +0.3%
LFG
796
Larson Financial Group
Missouri
$174K +$76.8K +343 +84%
HI
797
Harbour Investments
Wisconsin
$169K +$96K +429 +143%
SIM
798
Synergy Investment Management
Florida
$166K +$161K +717 New
WSFS
799
Wilmington Savings Fund Society
Delaware
$162K – – –
TPCW
800
TD Private Client Wealth
New York
$162K +$33.4K +149 +27%