We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1351
Perpetual Investment Management
Australia
$774K
CA
1352
CapWealth Advisors
Tennessee
$770K
SFA
1353
Souders Financial Advisors
Ohio
$770K +$125K +773 +17%
CAM
1354
Claret Asset Management
Quebec, Canada
$766K -$5.83K -36 -0.7%
VAM
1355
Verity Asset Management
North Carolina
$764K -$168K -1,035 -17%
CCM
1356
Cox Capital Management
Massachusetts
$764K
TCCM
1357
Timber Creek Capital Management
Massachusetts
$762K -$323K -1,991 -28%
IFWM
1358
Institute for Wealth Management
Colorado
$760K -$7.13K -44 -0.8%
FANJ
1359
Financial Architects (New Jersey)
New Jersey
$759K -$78.3K -483 -9%
MC
1360
Middleton & Co
Massachusetts
$757K -$58.2K -359 -7%
ACWM
1361
Adams Chetwood Wealth Management
North Carolina
$756K -$38.6K -238 -4%
BHBT
1362
Burke & Herbert Bank & Trust
Virginia
$755K +$24.8K +153 +3%
CCFM
1363
Clear Creek Financial Management
Washington
$754K -$46.8K -289 -5%
MIM
1364
MTM Investment Management
South Carolina
$753K -$193K -1,194 -19%
CFA
1365
Camarda Financial Advisors
Florida
$752K -$78.6K -485 -9%
IWA
1366
Intercontinental Wealth Advisors
Texas
$749K +$74.7K +461 +10%
WDL
1367
Well Done LLC
Michigan
$749K +$86K +531 +12%
CBTWT
1368
Community Bank & Trust (Waco, Texas)
Texas
$747K -$140K -861 -14%
AssetMark Inc
1369
AssetMark Inc
California
$741K +$127K +782 +18%
CCA
1370
Cobblestone Capital Advisors
New York
$739K -$27.1K -167 -3%
PFG
1371
PAX Financial Group
Texas
$739K +$1.3K +8 +0.2%
EWM
1372
Endurance Wealth Management
Rhode Island
$737K -$19.4K -120 -2%
CPIG
1373
Chicago Partners Investment Group
Illinois
$734K -$71.1K -439 -8%
EP
1374
Eudaimonia Partners
Tennessee
$734K +$3.56K +22 +0.4%
AWM
1375
Apollon Wealth Management
South Carolina
$734K +$419K +2,586 +107%