We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
1301
GC Wealth Management RIA
Massachusetts
$232K -$8.17K -36 -4%
U.S. Capital Wealth Advisors
1302
U.S. Capital Wealth Advisors
Texas
$231K +$215K +948 New
AAM
1303
Aureus Asset Management
Massachusetts
$231K +$215K +947 New
Leonteq Securities AG
1304
Leonteq Securities AG
Switzerland
$231K +$18.4K +81 +9%
RPGK
1305
Retirement Planning Group (Kansas)
Kansas
$230K -$6.58K -29 -3%
WA
1306
Wealthstream Advisors
New York
$230K +$214K +943 New
HIG
1307
Heritage Investment Group
Florida
$230K +$213K +941 New
CCC
1308
Compass Capital Corp
Massachusetts
$229K – – –
DW30
1309
Drucker Wealth 3.0
New Jersey
$228K +$212K +934 New
NCTC
1310
New Covenant Trust Company
Indiana
$227K -$7.03K -31 -3%
FA
1311
Fiduciary Alliance
South Carolina
$226K +$211K +928 New
BHBT
1312
Burke & Herbert Bank & Trust
Virginia
$226K +$211K +928 New
NG
1313
Norden Group
Utah
$224K +$209K +920 New
KFS
1314
Kelly Financial Services
Massachusetts
$224K +$209K +919 New
OPWM
1315
Oxinas Partners Wealth Management
Indiana
$223K +$208K +915 New
RT
1316
Rockland Trust
Massachusetts
$223K -$120K -529 -37%
ECM
1317
EagleClaw Capital Management
Massachusetts
$223K -$45.4K -200 -18%
ANBT
1318
American National Bank & Trust
Texas
$223K -$681 -3 -0.3%
Kingswood Wealth Advisors
1319
Kingswood Wealth Advisors
California
$223K +$207K +912 New
MC
1320
Middleton & Co
Massachusetts
$222K +$206K +910 New
MAM
1321
McLean Asset Management
Virginia
$222K +$6.81K +30 +3%
IAS
1322
Investment Advisory Services
Texas
$221K +$205K +905 New
Meridian Wealth Management
1323
Meridian Wealth Management
Kentucky
$220K -$26.5K -117 -11%
BPW
1324
Bingham Private Wealth
California
$220K -$14.7K -65 -7%
PIA
1325
Pollock Investment Advisors
Michigan
$220K +$204K +900 New