We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BOS
1751
Bank of Stockton
California
$222K -$4.47K -7 -2%
ML
1752
McAdam LLC
Pennsylvania
$222K +$14.7K +23 +7%
SIM
1753
SSI Investment Management
California
$221K – – –
TPWM
1754
Twelve Points Wealth Management
Massachusetts
$220K -$3.19K -5 -1%
RB
1755
Renasant Bank
Mississippi
$219K +$14.1K +22 +7%
CCG
1756
Chatham Capital Group
Georgia
$219K +$222K +348 New
NFTC
1757
North Forty Two & Co
Oregon
$219K +$222K +348 New
CWC
1758
Carolinas Wealth Consulting
North Carolina
$219K -$35.1K -55 -14%
CRWM
1759
Castle Rock Wealth Management
California
$219K -$1.92K -3 -0.8%
CCP
1760
Clarkston Capital Partners
Michigan
$217K – – –
PMFA
1761
Plante Moran Financial Advisors
Michigan
$217K +$12.8K +20 +6%
HI
1762
Harbour Investments
Wisconsin
$217K -$3.19K -5 -1%
WG
1763
Wealth Group
North Carolina
$217K +$220K +345 New
HIP
1764
HUB Investment Partners
Texas
$217K -$8.95K -14 -4%
CG
1765
CFO4Life Group
Texas
$217K +$220K +345 New
WRPWM
1766
Werba Rubin Papier Wealth Management
California
$216K +$10.2K +16 +5%
OPCM
1767
Osborne Partners Capital Management
California
$216K +$220K +344 New
OBWG
1768
Onyx Bridge Wealth Group
New York
$215K -$1.28K -2 -0.6%
AFP
1769
Ausdal Financial Partners
Iowa
$214K +$218K +341 New
PWM
1770
Power Wealth Management
Georgia
$212K -$26.8K -42 -11%
SIS
1771
Sound Income Strategies
Florida
$212K +$3.83K +6 +2%
WP
1772
Westmount Partners
California
$212K +$6.39K +10 +3%
CFGW
1773
Chancellor Financial Group WB
Pennsylvania
$212K +$215K +337 New
SSB
1774
Sandy Spring Bank
Maryland
$211K – – –
FOA
1775
Five Oceans Advisors
California
$211K -$63.9K -100 -23%