We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1626
Jacobsen Capital Management
Utah
$366K +$15.6K +33 +5%
PBO
1627
Peoples Bank (Ohio)
Ohio
$365K -$11.3K -24 -3%
CT
1628
Colonial Trust
South Carolina
$365K +$21.2K +45 +7%
AOWM
1629
Asset One Wealth Management
Washington
$364K +$17.9K +38 +5%
RCM
1630
Radnor Capital Management
Pennsylvania
$363K -$4.72K -10 -1%
CBA
1631
Coastal Bridge Advisors
Connecticut
$363K +$86.8K +184 +34%
BFWA
1632
Benchmark Financial Wealth Advisors
Florida
$362K +$117K +249 +52%
CAS
1633
Coppell Advisory Solutions
Texas
$362K +$4.25K +9 +1%
AWM
1634
Atticus Wealth Management
Florida
$362K -$33K -70 -9%
BWA
1635
BlueSky Wealth Advisors
North Carolina
$361K +$344K +729 New
Foster Group
1636
Foster Group
Iowa
$359K +$80.2K +170 +31%
SWGC
1637
Summit Wealth Group (Colorado)
Colorado
$359K +$342K +724 New
4WM
1638
44 Wealth Management
Oregon
$359K +$12.3K +26 +4%
TWM
1639
Tradition Wealth Management
Minnesota
$359K +$16K +34 +5%
MIM
1640
MTM Investment Management
South Carolina
$358K -$2.83K -6 -0.8%
TA
1641
TrueWealth Advisors
Alabama
$356K +$11.8K +25 +4%
OWA
1642
Opal Wealth Advisors
New York
$354K +$3.3K +7 +1%
FHA
1643
Flagship Harbor Advisors
Massachusetts
$352K -$275K -582 -45%
SSWG
1644
Seven Springs Wealth Group
Tennessee
$351K – – –
WCAMG
1645
Woodard & Company Asset Management Group
North Carolina
$350K – – –
AF
1646
Atala Financial
California
$349K +$6.13K +13 +2%
PJSIMP
1647
P.J. Schmidt Investment Management (PJS)
Wisconsin
$347K -$94.4K -200 -22%
WHC
1648
Wulff, Hansen & Co
California
$347K -$20.8K -44 -6%
RYIA
1649
Roehl & Yi Investment Advisors
Oregon
$347K +$292K +618 +5%
CA
1650
Cornerstone Advisory
Maryland
$345K +$97.2K +206 +42%