We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FA
2151
FCG Advisors
New Jersey
$232K +$3.93K +49 +2%
LWM
2152
Liberty Wealth Management
California
$230K -$17.5K -218 -7%
FNBOSM
2153
First National Bank of South Miami
Florida
$230K – – –
KFA
2154
Kays Financial Advisory
Georgia
$230K +$4.49K +56 +2%
MFG
2155
Merit Financial Group
Georgia
$230K +$229K +2,858 New
MWC
2156
MBM Wealth Consultants
Missouri
$227K – – –
XSC
2157
X-Square Capital
Puerto Rico
$227K +$227K +2,828 New
ATIA
2158
American Trust Investment Advisors
New Hampshire
$226K – – –
QAM
2159
QCI Asset Management
New York
$225K -$6.89K -86 -3%
ANB
2160
Amarillo National Bank
Texas
$225K +$225K +2,807 New
RWM
2161
RKL Wealth Management
Pennsylvania
$224K -$40.2K -501 -15%
SGK
2162
Steigerwald Gordon & Koch
Virginia
$224K +$80 +1 +0%
UTC
2163
Unified Trust Company
Kentucky
$224K +$224K +2,793 New
CCA
2164
Conservest Capital Advisors
Pennsylvania
$222K -$45.3K -565 -17%
TIA
2165
Traphagen Investment Advisors
New Jersey
$222K +$321 +4 +0.1%
PPW
2166
Pasadena Private Wealth
California
$221K – – –
HIM
2167
Hanlon Investment Management
New Jersey
$220K -$220K -2,741 -50%
CCM
2168
Compass Capital Management
Minnesota
$219K +$8.26K +103 +4%
SWA
2169
SFMG Wealth Advisors
Texas
$217K -$11.5K -144 -5%
CWM
2170
Cranbrook Wealth Management
Michigan
$216K +$13.5K +168 +7%
B
2171
Bridgeworth
Alabama
$215K -$29.6K -369 -12%
MPW
2172
MA Private Wealth
California
$215K -$21.6K -269 -9%
EPA
2173
Element Pointe Advisors
Florida
$215K +$214K +2,674 New
UBG
2174
United Bank (Georgia)
Georgia
$215K +$214K +2,674 New
FFS
2175
Founders Financial Securities
Maryland
$214K +$213K +2,660 New