We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CC
2676
Callan Capital
California
$714K +$64.1K +1,930 +13%
IWP
2677
Insight Wealth Partners
Texas
$713K +$12.6K +380 +2%
TWA
2678
Talisman Wealth Advisors
New Jersey
$712K -$1.66K -50 -0.3%
LPAM
2679
Lodestar Private Asset Management
California
$712K +$40.2K +1,210 +8%
MFA
2680
Morling Financial Advisors
California
$711K -$16.6K -500 -3%
OCM
2681
Osterweis Capital Management
California
$710K +$93K +2,800 +20%
Cohen & Steers
2682
Cohen & Steers
New York
$709K -$6.31K -190 -1%
AWA
2683
Acorn Wealth Advisors
Michigan
$708K +$1.66K +50 +0.3%
SDWIA
2684
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$708K +$61.4K +1,850 +12%
WFA
2685
Wellspring Financial Advisors
Ohio
$706K – – –
FFWA
2686
FRG Family Wealth Advisors
Washington
$706K +$15.3K +460 +3%
IF
2687
Integrity Financial
Wyoming
$704K -$8.3K -250 -1%
WFAG
2688
Worth Financial Advisory Group
North Carolina
$703K -$221K -6,670 -29%
FTC
2689
Farmers Trust Company
Ohio
$701K -$76.7K -2,310 -12%
DSN
2690
D. Scott Neal
Kentucky
$698K -$33.2K -1,000 -6%
SA
2691
Scarborough Advisors
Maryland
$698K +$59.4K +1,790 +12%
FNBOSM
2692
First National Bank of South Miami
Florida
$698K -$250K -7,530 -31%
SM
2693
Sweeney & Michel
California
$697K -$53.5K -1,610 -9%
NCM
2694
Northwest Capital Management
Oregon
$697K -$24.2K -730 -4%
RPSA
2695
Richard P. Slaughter Associates
Texas
$696K – – –
IIA
2696
Integral Investment Advisors
California
$695K -$29.9K -900 -5%
MCM
2697
Monument Capital Management
Virginia
$694K +$10.3K +310 +2%
WBG
2698
Wharton Business Group
Pennsylvania
$694K -$83K -2,500 -13%
LHWM
2699
Lake Hills Wealth Management
Texas
$694K +$209K +6,300 +62%
PAM
2700
Peak Asset Management
Colorado
$693K -$113K -3,390 -17%