We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DA
2576
DCM Advisors
New York
$238K +$238K +4,800 New
BIP
2577
Blueprint Investment Partners
North Carolina
$237K +$237K +4,788 New
GSWM
2578
Golden State Wealth Management
California
$236K -$188K -3,784 -44%
FC
2579
Financial Consulate
Maryland
$236K -$25.7K -519 -10%
EWA
2580
ERTS Wealth Advisors
Michigan
$236K -$7.48K -151 -3%
RFN
2581
Redwood Financial Network
Ohio
$236K +$236K +4,767 New
LS
2582
Leelyn Smith
Illinois
$235K -$14K -282 -6%
PWAC
2583
Private Wealth Advisors (California)
California
$234K -$1.49K -30 -0.6%
MSCM
2584
McElhenny Sheffield Capital Management
Texas
$234K +$99 +2 +0%
UFA
2585
US Financial Advisors
Massachusetts
$234K +$793 +16 +0.3%
NFG
2586
Northeast Financial Group
Pennsylvania
$233K +$198 +4 +0.1%
SWP
2587
Strategic Wealth Partners
Ohio
$233K -$4.56K -92 -2%
SPI
2588
Santori & Peters Inc
Pennsylvania
$232K +$297 +6 +0.1%
TC
2589
Tatro Capital
Kentucky
$231K -$484K -9,773 -68%
KPWG
2590
KFA Private Wealth Group
Virginia
$231K -$15.4K -311 -6%
SIC
2591
Samalin Investment Counsel
New York
$231K +$12.6K +254 +6%
CA
2592
Carson Advisory
Georgia
$231K +$231K +4,665 New
PWM
2593
Prentice Wealth Management
New York
$230K +$34.8K +703 +18%
OMC
2594
Overbrook Management Corp
New York
$229K -$10.9K -220 -5%
HAC
2595
Harbor Advisory Corp
New Hampshire
$229K – – –
Kayne Anderson Rudnick Investment Management
2596
Kayne Anderson Rudnick Investment Management
California
$228K -$1.29K -26 -0.6%
FIBT
2597
First International Bank & Trust
North Dakota
$228K – – –
KWMG
2598
King Wealth Management Group
Florida
$228K +$4.11K +83 +2%
WCWM
2599
Willow Creek Wealth Management
California
$227K -$11.3K -227 -5%
S
2600
Surevest
California
$227K – – –