We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
2426
WFA of San Diego
California
$245K +$246K +3,333 New
MWM
2427
Merriman Wealth Management
Washington
$244K +$2.58K +35 +1%
GIM
2428
Guild Investment Management
California
$243K +$242K +3,282 New
WLIM
2429
White Lighthouse Investment Management
Massachusetts
$242K -$11.6K -157 -5%
NWS
2430
Newport Wealth Strategies
California
$242K -$2.66K -36 -1%
CCA
2431
Column Capital Advisors
Indiana
$241K -$24.7K -335 -9%
SFPM
2432
Sensible Financial Planning & Management
Massachusetts
$241K
BA
2433
Bluesphere Advisors
Pennsylvania
$241K +$242K +3,276 New
MAM
2434
McLean Asset Management
Virginia
$240K -$12.3K -167 -5%
SC
2435
Sierra Capital
Florida
$240K +$240K +3,256 New
OPCM
2436
Osborne Partners Capital Management
California
$239K -$272K -3,683 -53%
HPIA
2437
Hamilton Point Investment Advisors
North Carolina
$238K
P
2438
&Partners
Tennessee
$238K
QWM
2439
QP Wealth Management
New Jersey
$238K
TCM
2440
Tradewinds Capital Management
Washington
$238K +$10.3K +140 +5%
TA
2441
TruWealth Advisors
Louisiana
$238K +$16.4K +222 +7%
PPW
2442
Pasadena Private Wealth
California
$237K
SAMC
2443
Spectrum Asset Management (California)
California
$237K +$11.8K +160 +5%
CISOA
2444
Capital Investment Services of America
Wisconsin
$237K +$237K +3,215 New
SCM
2445
Stonehearth Capital Management
Massachusetts
$236K
TWP
2446
Tower Wealth Partners
Pennsylvania
$236K +$516 +7 +0.2%
WIA
2447
Westbourne Investment Advisors
Maryland
$236K +$237K +3,207 New
FAT
2448
First American Trust
California
$235K +$236K +3,200 New
SNBOSCI
2449
Security National Bank of Sioux City Iowa
Iowa
$234K -$9.29K -126 -4%
BAAM
2450
Baker Avenue Asset Management
California
$234K +$1.7K +23 +0.7%