We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
551
Total Clarity Wealth Management
Illinois
$265K -$4.3K -50 -2%
KFGK
552
Keystone Financial Group (Kentucky)
Kentucky
$263K -$12.8K -149 -5%
PFS
553
Prospera Financial Services
Texas
$260K -$756K -8,788 -74%
VWA
554
V Wealth Advisors
Kansas
$258K -$21.2K -246 -7%
WT
555
Whittier Trust
California
$258K – – –
MIM
556
Montgomery Investment Management
Maryland
$258K +$5.16K +60 +2%
CMS
557
Capital Market Strategies
Florida
$257K -$17.2K -200 -6%
OIA
558
Optimum Investment Advisors
Illinois
$253K +$68.8K +800 +36%
SCM
559
SevenOneSeven Capital Management
Pennsylvania
$252K +$21.8K +253 +9%
WSTAM
560
Wilbanks Smith & Thomas Asset Management
Virginia
$247K -$111K -1,287 -30%
SVWAG
561
Sound View Wealth Advisors Group
Georgia
$247K +$31.2K +363 +14%
CCP
562
Corient Capital Partners
California
$246K – – –
IIM
563
Ipswich Investment Management
Massachusetts
$245K -$30.1K -350 -11%
BI
564
Bramshill Investments
Florida
$244K -$44K -512 -15%
RGC
565
Roberts, Glore & Co
Illinois
$244K – – –
LNC
566
Lincoln National Corp
Pennsylvania
$243K +$5.16K +60 +2%
GA
567
Gateway Advisory
New Jersey
$240K +$247K +2,874 New
Carson Wealth (CWM LLC)
568
Carson Wealth (CWM LLC)
Nebraska
$239K +$21.1K +245 +9%
HI
569
Human Investing
Oregon
$238K +$245K +2,852 New
HSA
570
HBK Sorce Advisory
Pennsylvania
$237K – – –
T
571
TCWP
Ohio
$235K +$2.58K +30 +1%
GAM
572
Gould Asset Management
California
$230K -$15.9K -185 -6%
Chevy Chase Trust
573
Chevy Chase Trust
Maryland
$230K – – –
PWPS
574
Pinnacle Wealth Planning Services
Ohio
$224K +$9.72K +113 +4%
CAM
575
Claret Asset Management
Quebec, Canada
$223K -$14.6K -170 -6%