We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
451
Soltis Investment Advisors
Utah
$292K +$285K +5,468 New
OFA
452
Oak Family Advisors
Illinois
$290K +$365 +7 +0.1%
QPWM
453
Quadrant Private Wealth Management
Pennsylvania
$288K
OWA
454
Outlook Wealth Advisors
Texas
$288K -$8.13K -156 -3%
MWM
455
MBE Wealth Management
Wisconsin
$288K +$2.09K +40 +0.7%
RCM
456
Rockbridge Capital Management
Virginia
$287K
BWP
457
BSW Wealth Partners
Colorado
$287K
SGCA
458
Steel Grove Capital Advisors
Tennessee
$284K +$1.77K +34 +0.6%
PCM
459
Parsons Capital Management
Rhode Island
$284K
MS
460
Madden Securities
Texas
$283K -$17.1K -327 -6%
OSAM
461
O'Shaughnessy Asset Management
Connecticut
$281K +$17.1K +327 +7%
CA
462
Claro Advisors
Massachusetts
$280K
SN
463
Sittner & Nelson
Oregon
$280K
ACA
464
Aptus Capital Advisors
Alabama
$280K +$48.2K +925 +21%
EPW
465
Evolve Private Wealth
California
$279K +$273K +5,229 New
RHP
466
Royal Harbor Partners
Texas
$277K
MFG
467
Magnus Financial Group
New York
$275K +$5.06K +97 +2%
ST
468
Somerset Trust
Pennsylvania
$273K
MWM
469
Meridian Wealth Management
Kentucky
$273K +$52.1K +1,000 +24%
WCP
470
Wick Capital Partners
Pennsylvania
$269K +$262K +5,032 New
AWP
471
Ascent Wealth Partners
New York
$268K
UIA
472
Ulland Investment Advisors
Minnesota
$267K +$104K +2,000 +67%
DLP
473
De Lisle Partners
United Kingdom
$267K
ICM
474
Intrepid Capital Management
Florida
$267K
RT
475
Rockland Trust
Massachusetts
$267K