We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
2126
Willingdon Wealth Management
North Carolina
$370K +$7.88K +96 +2%
KCM
2127
Kendall Capital Management
Maryland
$370K +$40K +487 +13%
DIA
2128
Davidson Investment Advisors
Montana
$369K +$26.2K +319 +8%
CCM
2129
Carlson Capital Management
Minnesota
$368K +$1.31K +16 +0.4%
CCM
2130
Compass Capital Management
Minnesota
$367K +$124K +1,509 +55%
IIM
2131
Ironwood Investment Management
Massachusetts
$366K -$30.1K -367 -8%
AAS
2132
Annex Advisory Services
Wisconsin
$366K +$33.3K +405 +11%
SMFG
2133
Sumitomo Mitsui Financial Group
Japan
$366K +$344K +4,192 New
CWM
2134
Connecticut Wealth Management
Connecticut
$365K -$34.7K -422 -9%
WCM
2135
Wisconsin Capital Management
Wisconsin
$364K
GFS
2136
GYL Financial Synergies
Connecticut
$363K -$63.7K -776 -16%
AWM
2137
Alterna Wealth Management
Texas
$363K +$35.6K +434 +12%
LWANC
2138
Laurel Wealth Advisors (North Carolina)
North Carolina
$362K -$14.9K -181 -4%
PIA
2139
Powell Investment Advisors
Florida
$362K +$340K +4,140 New
DBT
2140
Dubuque Bank & Trust
Iowa
$360K +$11.3K +137 +3%
SIA
2141
Strategic Investment Advisors
Michigan
$360K +$29.7K +362 +10%
RSS
2142
Rosenblum Silverman Sutton
California
$359K -$5.5K -67 -2%
PWA
2143
Physician Wealth Advisors
Utah
$359K -$5.42K -66 -2%
BWA
2144
Burt Wealth Advisors
Maryland
$359K
RI
2145
Ridgewood Investments
New Jersey
$359K
SNBOSCI
2146
Security National Bank of Sioux City Iowa
Iowa
$359K +$13.4K +163 +4%
AC
2147
Avestar Capital
New York
$356K +$26.9K +327 +9%
GLA
2148
Good Life Advisors
Pennsylvania
$355K -$1.15K -14 -0.3%
CFO
2149
CVA Family Office
Colorado
$354K +$335K +4,078 New
KLI
2150
Kelman-Lazarov Inc
Tennessee
$353K -$271K -3,303 -45%