We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
1626
McKinley Carter Wealth Services
West Virginia
$1.08M +$95.5K +1,882 +10%
EWA
1627
Exencial Wealth Advisors
Oklahoma
$1.08M -$42.2K -831 -4%
GFS
1628
GYL Financial Synergies
Connecticut
$1.08M +$65.9K +1,300 +7%
SBSB
1629
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.08M +$66.7K +1,315 +7%
CC
1630
Cedar Capital
Illinois
$1.08M -$12.3K -243 -1%
TRAM
1631
Tuscan Ridge Asset Management
Illinois
$1.08M -$58.3K -1,150 -5%
TA
1632
TFG Advisers
Michigan
$1.07M +$8.37K +165 +0.8%
VCAM
1633
Van Cleef Asset Management
Ohio
$1.07M +$304K +6,000 +43%
LSAG
1634
Lake Street Advisors Group
New Hampshire
$1.07M +$66.2K +1,305 +7%
TWM
1635
Torch Wealth Management
Ohio
$1.07M +$162K +3,200 +19%
RC
1636
Roundview Capital
New Jersey
$1.07M +$30.4K +599 +3%
CP
1637
Camelot Portfolios
Ohio
$1.07M -$50.1K -987 -5%
IC
1638
Inscription Capital
Texas
$1.07M -$83.3K -1,643 -8%
TWA
1639
TCI Wealth Advisors
Arizona
$1.07M -$86.4K -1,703 -8%
3C
1640
361 Capital
Colorado
$1.07M -$34.3K -676 -3%
AL
1641
Aspiriant LLC
California
$1.06M -$252K -4,959 -20%
BFA
1642
Beaumont Financial Advisors
Massachusetts
$1.06M +$11.7K +231 +1%
BIM
1643
Baldwin Investment Management
Pennsylvania
$1.06M +$5.07K +100 +0.5%
KWM
1644
Kingsview Wealth Management
Oregon
$1.05M -$1.26M -24,790 -56%
CA
1645
Capital Advantage
California
$1.05M +$40.2K +793 +4%
ITIM
1646
Indiana Trust & Investment Management
Indiana
$1.04M -$5.07K -100 -0.5%
RMDI
1647
R.M. Davis Inc
Maine
$1.04M -$53K -1,044 -5%
TC
1648
TownSquare Capital
Utah
$1.04M +$24.9K +491 +3%
MFG
1649
Magnus Financial Group
New York
$1.04M +$37.5K +740 +4%
LFA
1650
Legacy Financial Advisors
Kentucky
$1.04M +$171K +3,372 +21%