We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
751
Clean Yield Group
Vermont
$219K
MAM
752
MMA Asset Management
Pennsylvania
$219K +$201K +1,001 New
Carson Wealth (CWM LLC)
753
Carson Wealth (CWM LLC)
Nebraska
$218K
OCM
754
Orchard Capital Management
Illinois
$216K +$197K +984 New
ITIM
755
Indiana Trust & Investment Management
Indiana
$215K +$197K +980 New
CRC
756
Curi RMB Capital
Illinois
$214K +$196K +975 New
SWM
757
Stockman Wealth Management
Montana
$210K +$193K +960 New
KTM
758
Keeler Thomas Management
Utah
$209K -$401K -1,998 -68%
GIA
759
Gateway Investment Advisers
Ohio
$209K +$191K +953 New
PCA
760
Personal Capital Advisors
California
$208K +$190K +947 New
CCM
761
Coldstream Capital Management
Washington
$206K +$188K +939 New
JWCA
762
J.W. Cole Advisors
Florida
$206K +$189K +941 New
Members Trust
763
Members Trust
Florida
$205K +$188K +937 New
EF
764
Empirical Finance
Pennsylvania
$202K
PP
765
Patten & Patten
Tennessee
$201K +$184K +916 New
SC
766
Sierra Capital
Florida
$201K +$184K +916 New
GWSG
767
GPS Wealth Strategies Group
Colorado
$191K +$175K +872 New
Federated Hermes
768
Federated Hermes
Pennsylvania
$189K -$5.82K -29 -3%
Bank Julius Baer & Co
769
Bank Julius Baer & Co
Switzerland
$179K +$164K +816 New
CAM
770
CenterStar Asset Management
Illinois
$175K
MPWT
771
MassMutual Private Wealth & Trust
Connecticut
$166K +$6.22K +31 +4%
AA
772
Ancora Advisors
Ohio
$161K
MA
773
MUFG Americas
New York
$160K -$803 -4 -0.5%
GRP
774
Global Retirement Partners
California
$157K +$7.02K +35 +5%
AWA
775
Arkadios Wealth Advisors
Georgia
$156K