We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
1251
Wells Trecaso Financial Group
Ohio
$348K -$973 -13 -0.3%
DWM
1252
Doyle Wealth Management
Florida
$347K -$17.1K -229 -5%
DAM
1253
Doheny Asset Management
California
$347K – – –
LW
1254
Linscomb Wealth
Texas
$346K -$8.9K -119 -2%
ACM
1255
Alta Capital Management
Utah
$346K – – –
TFO
1256
Tarbox Family Office
California
$346K – – –
VLC
1257
Van Leeuwen & Company
New Jersey
$345K +$11.6K +155 +3%
Brookstone Capital Management
1258
Brookstone Capital Management
Illinois
$345K +$23K +308 +7%
BCP
1259
Berkeley Capital Partners
Georgia
$345K +$40.8K +546 +13%
EP Wealth Advisors
1260
EP Wealth Advisors
California
$341K -$55.6K -743 -14%
CCG
1261
Cypress Capital Group
Florida
$340K +$343K +4,587 New
BlueCrest Capital Management
1262
BlueCrest Capital Management
Jersey
$337K -$700K -9,351 -67%
PHAM
1263
Palisades Hudson Asset Management
Florida
$337K – – –
UBV
1264
United Bank (Virginia)
Virginia
$337K +$7.48K +100 +2%
TNBTD
1265
Trustmark National Bank Trust Department
Mississippi
$336K +$153K +2,048 +83%
Level Four Advisory Services
1266
Level Four Advisory Services
Texas
$335K +$62.5K +835 +23%
WWM
1267
Windsor Wealth Management
Indiana
$335K +$338K +4,520 New
GW & Wade
1268
GW & Wade
Massachusetts
$334K -$5.09K -68 -1%
AIS
1269
American Investment Services
Massachusetts
$334K +$673 +9 +0.2%
PC
1270
Port Capital
Illinois
$333K +$3.22K +43 +1%
PCG
1271
Private Capital Group
Connecticut
$333K +$5.16K +69 +2%
Valeo Financial Advisors
1272
Valeo Financial Advisors
Indiana
$332K -$3.89K -52 -1%
CAW
1273
Cornerstone Advisors (Washington)
Washington
$330K -$84.1K -1,124 -20%
CF
1274
Centaurus Financial
California
$330K -$74.8K -1,000 -20%
BHBT
1275
Burke & Herbert Bank & Trust
Virginia
$327K – – –