We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BBWA
1776
Bell & Brown Wealth Advisors
California
$233K +$228K +1,184 New
GC
1777
Gilbert & Cook
Iowa
$231K – – –
KWMG
1778
King Wealth Management Group
Florida
$230K -$21.5K -112 -9%
IIM
1779
Ironwood Investment Management
Massachusetts
$230K – – –
SWA
1780
Sutton Wealth Advisors
Florida
$230K – – –
TWM
1781
Torch Wealth Management
Ohio
$229K +$224K +1,166 New
LAIC
1782
Lederer & Associates Investment Counsel
California
$228K – – –
SDJVC
1783
St. Denis J. Villere & Co
Louisiana
$227K +$223K +1,157 New
MCM
1784
Millie Capital Management
California
$226K – – –
KM
1785
Kalos Management
Georgia
$226K +$222K +1,155 New
LWM
1786
Lyell Wealth Management
California
$224K +$219K +1,136 New
CA
1787
Crewe Advisors
Utah
$223K +$218K +1,131 New
RA
1788
RFG Advisory
Alabama
$222K +$214K +1,112 New
HFM
1789
Harvest Fund Management
China
$220K +$169K +877 +362%
JPG
1790
Jordan Park Group
California
$220K +$215K +1,119 New
LWM
1791
Lenox Wealth Management
Ohio
$219K -$10.4K -54 -5%
FFC
1792
First Financial Corp
Indiana
$219K – – –
MGIA
1793
Matthew Goff Investment Advisor
Texas
$219K +$214K +1,112 New
BO
1794
BRR OpCo
Ohio
$218K +$4.62K +24 +2%
LIA
1795
LBMC Investment Advisors
Tennessee
$218K +$213K +1,106 New
ACP
1796
Aveo Capital Partners
Colorado
$218K +$213K +1,107 New
FC
1797
Fulcrum Capital
Washington
$218K +$213K +1,109 New
FIAS
1798
FinTrust Investment Advisory Services
South Carolina
$217K +$212K +1,103 New
TVWM
1799
Tower View Wealth Management
Wisconsin
$217K +$213K +1,105 New
LA
1800
LVW Advisors
New York
$216K -$46.8K -243 -18%