We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FOA
1426
Five Oceans Advisors
California
$374K +$6.39K +14 +2%
CWM
1427
C2C Wealth Management
Arizona
$373K – – –
ICP
1428
Interchange Capital Partners
Pennsylvania
$372K -$1.82K -4 -0.5%
JCM
1429
Jacobsen Capital Management
Utah
$371K +$1.82K +4 +0.5%
4WM
1430
44 Wealth Management
Oregon
$371K +$355K +777 New
NCM
1431
Northside Capital Management
Oregon
$370K – – –
MSAM
1432
Moloney Securities Asset Management
Missouri
$368K -$14.1K -31 -4%
LI
1433
LMCG Investments
Massachusetts
$368K – – –
CFS
1434
CRA Financial Services
New Jersey
$367K +$4.11K +9 +1%
TWM
1435
TSA Wealth Management
Texas
$367K +$22.8K +50 +7%
PVI
1436
Pine Valley Investments
New Jersey
$365K – – –
MAG
1437
M3 Advisory Group
Massachusetts
$363K +$5.47K +12 +2%
AGWCA
1438
Annis Gardner Whiting Capital Advisors
Florida
$363K -$20.1K -44 -5%
OP
1439
Oslo Pensjonsforsikring
$363K +$25.6K +56 +8%
RG
1440
Renaissance Group
Kentucky
$359K -$3.19K -7 -0.9%
SCM
1441
Schnieders Capital Management
California
$359K -$26K -57 -7%
NJIM
1442
Nabity-Jensen Investment Management
Nebraska
$356K – – –
CP
1443
Canopy Partners
Ohio
$355K -$3.19K -7 -0.9%
RCM
1444
Radnor Capital Management
Pennsylvania
$354K – – –
RCM
1445
Raleigh Capital Management
North Carolina
$351K +$27.4K +60 +9%
VFA
1446
Values First Advisors
Tennessee
$351K +$17.8K +39 +6%
CA
1447
CoreCap Advisors
Michigan
$351K +$32.9K +72 +11%
HBT
1448
Heartland Bank & Trust
Illinois
$350K -$7.3K -16 -2%
RWA
1449
Rooted Wealth Advisors
Illinois
$348K – – –
MFG
1450
MidWestOne Financial Group
Iowa
$347K – – –