We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
2201
Independent Solutions Wealth Management
New York
$273K +$5.58K +71 +2%
HWMG
2202
Hurlow Wealth Management Group
Indiana
$273K -$17.8K -226 -6%
GAM
2203
Gemmer Asset Management
California
$272K -$22.2K -283 -7%
EBSAM
2204
Eubel Brady & Suttman Asset Management
Ohio
$270K +$314 +4 +0.1%
CC
2205
Claybrook Capital
Massachusetts
$269K
GWM
2206
GSB Wealth Management
Connecticut
$269K
ACA
2207
Atlas Capital Advisors
Wyoming
$268K -$19.1K -243 -6%
GKWIM
2208
Gerber Kawasaki Wealth & Investment Management
California
$268K +$105K +1,335 +57%
BMC
2209
Benin Management Corp
Connecticut
$267K -$140K -1,781 -33%
ST
2210
Sageworth Trust
Pennsylvania
$267K
APC
2211
Aspire Private Capital
North Carolina
$267K +$134K +1,704 +88%
LWM
2212
Liberty Wealth Management
California
$266K -$7.15K -91 -2%
TCPWM
2213
Traverso Chambers Private Wealth Management
California
$265K -$7.62K -97 -3%
CWM
2214
Cedar Wealth Management
California
$265K +$283K +3,607 New
WCM
2215
Washburn Capital Management
Florida
$264K -$191K -2,433 -40%
CFA
2216
Capstone Financial Advisors
Illinois
$263K -$129K -1,637 -31%
SSA
2217
South Street Advisors
New York
$262K
LCP
2218
Legacy Capital Partners
Wisconsin
$262K +$2.04K +26 +0.7%
LWA
2219
Lineweaver Wealth Advisors
Ohio
$262K +$29.5K +375 +12%
DAM
2220
Diamant Asset Management
Connecticut
$261K
SAMC
2221
Spectrum Asset Management (California)
California
$261K
AC
2222
Avestar Capital
New York
$260K -$47.7K -607 -15%
FUBT
2223
First United Bank & Trust
Maryland
$260K -$8.1K -103 -3%
MVA
2224
Mount Vernon Associates
Maryland
$259K -$8.25K -105 -3%
PFA
2225
Pathway Financial Advisors
Vermont
$259K