We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
1626
Mosaic Family Wealth Partners
Missouri
$283K +$288K +2,827 New
IFWM
1627
Institute for Wealth Management
Colorado
$283K -$217K -2,128 -43%
KLWA
1628
Kelly Lawrence W & Associates
California
$282K – – –
KMWM
1629
Keudell/Morrison Wealth Management
Oregon
$282K -$102K -998 -26%
CA
1630
Calton & Associates
Florida
$281K +$286K +2,802 New
ECM
1631
EagleClaw Capital Management
Massachusetts
$280K -$171K -1,674 -37%
CG
1632
Cutler Group
California
$280K -$375K -3,682 -57%
GWM
1633
Greenwich Wealth Management
Connecticut
$280K – – –
DCM
1634
DGS Capital Management
New Jersey
$280K +$284K +2,789 New
KWS
1635
Keystone Wealth Services
California
$278K -$22K -216 -7%
FIA
1636
Foundations Investment Advisors
Arizona
$278K +$283K +2,774 New
FANJ
1637
Financial Architects (New Jersey)
New Jersey
$277K -$31.2K -306 -10%
SFB
1638
STAR Financial Bank
Indiana
$277K +$282K +2,763 New
WFI
1639
West Family Investments
California
$277K +$35.9K +352 +15%
CWM
1640
Connecticut Wealth Management
Connecticut
$276K +$1.84K +18 +0.7%
BWAM
1641
Boyd Watterson Asset Management
Ohio
$275K -$133K -1,306 -32%
BWFA
1642
Baltimore-Washington Financial Advisors
Maryland
$275K -$11.9K -117 -4%
CA
1643
Carson Advisory
Georgia
$274K +$35.8K +351 +15%
TLCM
1644
Twin Lakes Capital Management
California
$274K – – –
IWA
1645
Icon Wealth Advisors
Texas
$274K +$4.69K +46 +2%
SOW
1646
State of Wyoming
Wyoming
$273K +$186K +1,824 +202%
HFS
1647
Heritage Financial Services
Massachusetts
$273K -$2.45K -24 -0.9%
MAG
1648
Mayfair Advisory Group
Alabama
$272K +$102 +1 +0%
CWM
1649
Campbell Wealth Management
Virginia
$270K -$4.08K -40 -1%
HWM
1650
Horizon Wealth Management
Illinois
$269K +$408 +4 +0.1%