We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CT
976
Colonial Trust
South Carolina
$258K +$301 +2 +0.1%
RWA
977
River Wealth Advisors
Pennsylvania
$258K +$751 +5 +0.3%
VC
978
VarCov Co
Connecticut
$257K +$236K +1,573 New
CCWM
979
Cassaday & Co Wealth Management
Virginia
$256K -$30.1K -200 -11%
LMFP
980
Larry Mathis Financial Planning
Arizona
$256K +$235K +1,567 New
AAS
981
Annex Advisory Services
Wisconsin
$253K
SB
982
Strategic Blueprint
Georgia
$253K +$233K +1,549 New
SIG
983
Sargent Investment Group
Maryland
$252K +$232K +1,543 New
CWM
984
Centurion Wealth Management
Virginia
$251K
GSEP
985
Golden State Equity Partners
California
$250K +$231K +1,535 New
AWM
986
Aprio Wealth Management
Georgia
$249K -$4.66K -31 -2%
GI
987
Gradient Investments
Minnesota
$249K +$1.65K +11 +0.7%
WDL
988
Well Done LLC
Michigan
$248K +$601 +4 +0.3%
PCM
989
Palisade Capital Management
New Jersey
$247K +$228K +1,515 New
WPW
990
Waldron Private Wealth
Pennsylvania
$245K +$1.35K +9 +0.6%
AT
991
Avalon Trust
New Mexico
$245K -$1.2K -8 -0.5%
HFM
992
Hartford Financial Management
Connecticut
$245K
EWM
993
Evercore Wealth Management
New York
$242K
BWA
994
Basecamp Wealth Advisors
Washington
$242K +$223K +1,486 New
SAM
995
Silvercrest Asset Management
New York
$240K +$221K +1,473 New
FNT
996
First National Trust
Pennsylvania
$240K -$7.51K -50 -3%
PWM
997
Purus Wealth Management
California
$239K -$64.6K -430 -23%
AWM
998
Avior Wealth Management
Nebraska
$239K -$23.1K -154 -10%
BA
999
Ballew Advisors
Mississippi
$239K +$212K +1,410 New
BCM
1000
Boltwood Capital Management
California
$239K +$220K +1,465 New