We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SRIM
2226
Saratoga Research & Investment Management
California
$282K -$1.16K -26 -0.4%
CFO
2227
CVA Family Office
Colorado
$281K -$14.4K -324 -5%
SWM
2228
SFG Wealth Management
Maryland
$281K – – –
FM
2229
Foster & Motley
Ohio
$281K +$223 +5 +0.1%
4WM
2230
4J Wealth Management
Virginia
$281K +$45 +1 +0%
EGWAG
2231
Elwood & Goetz Wealth Advisory Group
Georgia
$281K – – –
SPWG
2232
Sage Private Wealth Group
Illinois
$280K +$283K +6,349 New
FB
2233
First Bancorp
Maine
$280K -$35.4K -795 -11%
AWA
2234
Amplius Wealth Advisors
Pennsylvania
$279K -$4.81K -108 -2%
AIM
2235
Allen Investment Management
New York
$278K -$27K -607 -9%
KBFS
2236
Kohmann Bosshard Financial Services
Ohio
$278K – – –
RMAM
2237
Raab & Moskowitz Asset Management
New Jersey
$278K +$1.78K +40 +0.6%
VNA
2238
Valley National Advisers
Pennsylvania
$278K +$14.7K +330 +6%
EBA
2239
Eagle Bay Advisors
New York
$278K -$21.2K -476 -7%
RW
2240
RVW Wealth
California
$277K +$280K +6,275 New
BWM
2241
BlackDiamond Wealth Management
New York
$277K +$1.07K +24 +0.4%
WP
2242
WealthShield Partners
North Carolina
$275K -$9.27K -208 -3%
CHA
2243
Cooper/Haims Advisors
New York
$275K +$401 +9 +0.1%
ACG
2244
Allen Capital Group
Nebraska
$275K -$5.64M -126,511 -95%
CAWM
2245
Capital Advisors Wealth Management
Washington
$274K – – –
MW
2246
MBL Wealth
North Carolina
$274K +$9.58K +215 +4%
BAM
2247
BOS Asset Management
Illinois
$272K -$27K -606 -9%
CAM
2248
Covenant Asset Management
New Jersey
$272K – – –
CWAG
2249
Compton Wealth Advisory Group
Virginia
$272K – – –
TW
2250
Towerpoint Wealth
California
$271K -$1.87K -42 -0.7%