We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TCPWM
2376
Traverso Chambers Private Wealth Management
California
$259K
KC
2377
Kinloch Capital
Virginia
$258K
RIM
2378
Rockbridge Investment Management
New York
$258K +$3.88K +51 +2%
AGA
2379
Arkos Global Advisors
Texas
$257K
PWM
2380
Prentice Wealth Management
New York
$257K +$1.9K +25 +0.7%
HPIA
2381
Hamilton Point Investment Advisors
North Carolina
$257K +$25.3K +332 +11%
NCM
2382
Next Capital Management
New York
$256K -$7.61K -100 -3%
MAG
2383
Mayfair Advisory Group
Alabama
$256K +$19K +250 +9%
BA
2384
Bluesphere Advisors
Pennsylvania
$256K +$28.2K +371 +12%
UCMOK
2385
United Capital Management of KS
Kansas
$255K -$13.4K -176 -5%
JEST
2386
JTC Employer Solutions Trustee
Jersey
$254K
OCPWS
2387
One Charles Private Wealth Services
Massachusetts
$254K +$228 +3 +0.1%
CF
2388
Corrigan Financial
Rhode Island
$252K -$1.67K -22 -0.7%
FA
2389
Financial Advisors
Massachusetts
$251K
SBF
2390
Sara-Bay Financial
Florida
$251K
MAG
2391
MRA Advisory Group
New Jersey
$251K +$3.19K +42 +1%
NQWM
2392
Northwest Quadrant Wealth Management
Oregon
$250K +$761 +10 +0.3%
BHC
2393
Bowen Hanes & Co
Florida
$249K -$3.04K -40 -1%
VCG
2394
Vantage Consulting Group
Virginia
$249K +$25.3K +333 +11%
TWMP
2395
Taylor Wealth Management Partners
Massachusetts
$249K +$252K +3,314 New
PCM
2396
Perritt Capital Management
Illinois
$248K +$22.8K +300 +10%
SIA
2397
Soltis Investment Advisors
Utah
$246K +$3.5K +46 +1%
MF
2398
Montis Financial
Massachusetts
$245K -$150K -1,973 -40%
TIM
2399
Tortoise Investment Management
New York
$245K -$3.42K -45 -1%
WDL
2400
Well Done LLC
Michigan
$244K -$19.9K -262 -7%