We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
226
Janiczek Wealth Management
Colorado
$167K -$964 -113 -0.6%
CFM
227
Capricorn Fund Managers
United Kingdom
$166K +$169K +19,841 New
BBW
228
Blue Barn Wealth
Utah
$166K -$333 -39 -0.2%
LNC
229
Lincoln National Corp
Pennsylvania
$163K +$58.1K +6,811 +54%
CG
230
Caprock Group
Idaho
$162K +$7.79K +913 +5%
FDCDDQ
231
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K -$49.9K -5,842 -23%
MAM
232
Marotta Asset Management
Virginia
$159K +$162K +18,926 New
WSTAM
233
Wilbanks Smith & Thomas Asset Management
Virginia
$156K -$5.12K -600 -3%
IWM
234
IHT Wealth Management
Illinois
$151K -$11.3K -1,322 -7%
SWP
235
Stratos Wealth Partners
Ohio
$147K +$24.9K +2,917 +20%
Capstone Investment Advisors
236
Capstone Investment Advisors
New York
$147K +$149K +17,506 New
CWM
237
Cornerstone Wealth Management
Missouri
$145K -$7.13K -836 -5%
Bessemer Group
238
Bessemer Group
New Jersey
$143K +$7.14K +837 +5%
CD
239
Chapin Davis
Maryland
$140K +$4.05K +475 +3%
BB
240
Busey Bank
Illinois
$140K +$1.29K +151 +0.9%
CB
241
Commerce Bank
Missouri
$140K -$44.7K -5,242 -24%
SW
242
SVB Wealth
Massachusetts
$137K -$5.07K -594 -4%
SMH
243
Sanders Morris Harris
Texas
$137K +$143K +16,700 New
FCCM
244
First City Capital Management
Georgia
$137K -$55.2K -6,466 -28%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$136K -$6.74K -790 -5%
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$136K +$7.7K +902 +6%
CAMG
247
CWA Asset Management Group
Florida
$134K +$597 +70 +0.4%
Lazard Asset Management
248
Lazard Asset Management
New York
$134K
AMIM
249
Aull & Monroe Investment Management
Alabama
$133K -$3.87K -453 -3%
CCA
250
Checchi Capital Advisers
California
$132K -$700 -82 -0.5%