We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
576
RKL Wealth Management
Pennsylvania
$347K
MEAC
577
M.E. Allison & Co
Texas
$344K -$74.6K -1,600 -19%
PT
578
Plimoth Trust
Massachusetts
$339K
PTC
579
Private Trust Company
Ohio
$339K -$18.4K -394 -5%
AWM
580
Aprio Wealth Management
Georgia
$339K +$322K +6,904 New
SRC
581
Sage Rhino Capital
California
$339K -$93 -2 -0%
CIAS
582
Capital Investment Advisory Services
North Carolina
$337K +$35K +751 +12%
PFA
583
Pure Financial Advisors
California
$334K +$90.1K +1,932 +40%
CCM
584
Canal Capital Management
Virginia
$333K
DE
585
DV Equities
Illinois
$332K +$316K +6,770 New
GF
586
Gabelli Funds
New York
$332K
V
587
ViaWealth
Kansas
$330K -$39K -836 -11%
ASC
588
Atalanta Sosnoff Capital
New York
$330K -$10.7K -230 -3%
EHC
589
Everett Harris & Co
California
$326K
SFWA
590
Summit Financial Wealth Advisors
Louisiana
$321K
DAS
591
Diversify Advisory Services
Utah
$320K -$6.34K -136 -2%
GC
592
Guggenheim Capital
Illinois
$319K -$92.9K -1,991 -23%
AIM
593
Advyzon Investment Management
Illinois
$319K +$303K +6,504 New
TWM
594
Thrive Wealth Management
Pennsylvania
$316K +$13.8K +295 +5%
DAS
595
Dynamic Advisor Solutions
Arizona
$315K -$57.5K -1,232 -16%
PP
596
PDS Planning
Ohio
$314K +$15.5K +333 +5%
AMIM
597
Aull & Monroe Investment Management
Alabama
$314K -$3.73K -80 -1%
PW
598
Potentia Wealth
California
$314K -$1.82K -39 -0.6%
MSA
599
Marino Stram & Associates
Massachusetts
$314K +$47 +1 +0%
RC
600
Rexford Capital
Texas
$313K