We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CG
2426
Corundum Group
Colorado
$245K +$6.86K +93 +3%
WOSD
2427
WFA of San Diego
California
$245K +$246K +3,333 New
Merriman Wealth Management
2428
Merriman Wealth Management
Washington
$244K +$2.58K +35 +1%
GIM
2429
Guild Investment Management
California
$243K +$242K +3,282 New
WLIM
2430
White Lighthouse Investment Management
Massachusetts
$242K -$11.6K -157 -5%
NWS
2431
Newport Wealth Strategies
California
$242K -$2.66K -36 -1%
CCA
2432
Column Capital Advisors
Indiana
$241K -$24.7K -335 -9%
SFPM
2433
Sensible Financial Planning & Management
Massachusetts
$241K – – –
BA
2434
Bluesphere Advisors
Pennsylvania
$241K +$242K +3,276 New
MAM
2435
McLean Asset Management
Virginia
$240K -$12.3K -167 -5%
SC
2436
Sierra Capital
Florida
$240K +$240K +3,256 New
OPCM
2437
Osborne Partners Capital Management
California
$239K -$272K -3,683 -53%
HPIA
2438
Hamilton Point Investment Advisors
North Carolina
$238K – – –
&Partners
2439
&Partners
Tennessee
$238K – – –
QWM
2440
QP Wealth Management
New Jersey
$238K – – –
TCM
2441
Tradewinds Capital Management
Washington
$238K +$10.3K +140 +5%
TA
2442
TruWealth Advisors
Louisiana
$238K +$16.4K +222 +7%
PPW
2443
Pasadena Private Wealth
California
$237K – – –
SAMC
2444
Spectrum Asset Management (California)
California
$237K +$11.8K +160 +5%
CISOA
2445
Capital Investment Services of America
Wisconsin
$237K +$237K +3,215 New
SCM
2446
Stonehearth Capital Management
Massachusetts
$236K – – –
TWP
2447
Tower Wealth Partners
Pennsylvania
$236K +$516 +7 +0.2%
WIA
2448
Westbourne Investment Advisors
Maryland
$236K +$237K +3,207 New
FAT
2449
First American Trust
California
$235K +$236K +3,200 New
SNBOSCI
2450
Security National Bank of Sioux City Iowa
Iowa
$234K -$9.29K -126 -4%