We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
W
1701
Wealthquest
Ohio
$293K -$1.61K -15 -0.4%
WA
1702
Waddell & Associates
Tennessee
$293K -$1.18K -11 -0.3%
BAM
1703
Bellevue Asset Management
Washington
$293K
SWM
1704
SeaCrest Wealth Management
New York
$293K +$29.6K +275 +8%
WIM
1705
WealthPlan Investment Management
Nebraska
$293K +$292K +2,709 New
LOAMU
1706
Lombard Odier Asset Management (USA)
New York
$291K
CA
1707
CoreCap Advisors
Michigan
$290K -$70.9K -659 -16%
QC
1708
Quent Capital
New York
$290K +$48.9K +454 +15%
BHBT
1709
Burke & Herbert Bank & Trust
Virginia
$289K -$12.4K -115 -3%
DBT
1710
Dubuque Bank & Trust
Iowa
$288K -$2.69K -25 -0.7%
CMA
1711
Cedar Mountain Advisors
Oregon
$288K +$2.91K +27 +0.8%
HA
1712
Hamel Associates
New Jersey
$287K -$33.9K -315 -8%
GAM
1713
Gould Asset Management
California
$286K +$21K +195 +6%
RWB
1714
RMR Wealth Builders
New Jersey
$286K +$34K +316 +10%
CIA
1715
Caerus Investment Advisors
Texas
$285K +$1.08K +10 +0.3%
Pacer Advisors
1716
Pacer Advisors
Pennsylvania
$285K +$99K +920 +37%
WAM
1717
Wallington Asset Management
Indiana
$283K
AA
1718
Alta Advisers
United Kingdom
$283K +$366K +3,400 New
CWS
1719
Confluence Wealth Services
Pennsylvania
$282K -$215K -1,998 -37%
SPWM
1720
Schrum Private Wealth Management
Florida
$282K
WC
1721
Woodstock Corp
Massachusetts
$282K +$143K +1,330 +64%
CBT
1722
Central Bank & Trust
Kentucky
$280K -$17K -158 -4%
QFA
1723
Quantum Financial Advisors
California
$280K
SIC
1724
Sterling Investment Counsel
New York
$280K +$13.3K +124 +4%
CWM
1725
Connecticut Wealth Management
Connecticut
$280K +$70.8K +658 +24%