We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1576
Atala Financial
California
$326K – – –
VFG
1577
Victory Financial Group
Texas
$325K +$27.4K +60 +9%
GJWM
1578
Gilliland Jeter Wealth Management
Arkansas
$323K – – –
Members Trust
1579
Members Trust
Florida
$323K +$16K +35 +5%
DFG
1580
Dynamic Financial Group
Iowa
$323K – – –
BWP
1581
Baldwin Wealth Partners
Massachusetts
$323K +$3.19K +7 +1%
PIA
1582
Pinion Investment Advisors
Kansas
$323K +$3.65K +8 +1%
GGA
1583
Granite Group Advisors
Connecticut
$322K – – –
SLC
1584
Second Line Capital
Louisiana
$322K +$34.7K +76 +12%
SCM
1585
SCS Capital Management
Massachusetts
$320K -$42.5K -93 -12%
WAM
1586
Weatherly Asset Management
California
$319K – – –
CAM
1587
Creekmur Asset Management
Illinois
$318K +$92.7K +203 +43%
WHCI
1588
W.H. Cornerstone Investments
Massachusetts
$315K -$100K -220 -25%
SMF
1589
Scott Marsh Financial
Utah
$315K +$307K +672 New
ICP
1590
Interchange Capital Partners
Pennsylvania
$315K -$1.37K -3 -0.4%
ABLA
1591
Alan B. Lancz & Associates
Ohio
$315K – – –
WSFG
1592
Wall Street Financial Group
Illinois
$315K +$306K +671 New
TWM
1593
Tradition Wealth Management
Minnesota
$314K +$8.67K +19 +3%
CA
1594
CoreCap Advisors
Michigan
$313K +$18.3K +40 +6%
AA
1595
Auxano Advisors
Washington
$312K -$5.48K -12 -2%
BFS
1596
Bard Financial Services
Connecticut
$312K – – –
GGS
1597
Galvin Gaustad & Stein
Arizona
$312K +$913 +2 +0.3%
DAM
1598
Delta Asset Management
Tennessee
$311K – – –
EBT
1599
Enterprise Bank & Trust
Massachusetts
$311K -$5.93K -13 -2%
LCS
1600
Levin Capital Strategies
New York
$310K – – –