We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
2976
Pointe Capital Management
Michigan
$249K +$194K +8,950 New
C
2977
Covestor
United Kingdom
$248K -$127K -5,870 -40%
FIM
2978
FWL Investment Management
Texas
$247K -$37.9K -1,750 -16%
BWM
2979
Blossom Wealth Management
California
$247K +$192K +8,890 New
BDF
2980
Black Diamond Financial
Maryland
$247K +$192K +8,880 New
AWP
2981
Abacus Wealth Partners
California
$246K +$185K +8,560 New
WAM
2982
Worth Asset Management
Texas
$245K +$36.4K +1,680 +24%
TIM
2983
Total Investment Management
Arizona
$245K +$191K +8,810 New
PWS
2984
Peloton Wealth Strategists
Indiana
$244K +$190K +8,800 New
BIA
2985
Barry Investment Advisors
Massachusetts
$243K +$189K +8,740 New
TLCM
2986
Twin Lakes Capital Management
California
$243K
TC
2987
TAP Consulting
Missouri
$242K +$189K +8,730 New
SWM
2988
Shakespeare Wealth Management
Wisconsin
$242K +$189K +8,710 New
TCM
2989
Tandem Capital Management
New Jersey
$242K +$188K +8,700 New
TF
2990
TLWM Financial
Texas
$241K +$188K +8,690 New
ANB
2991
Amarillo National Bank
Texas
$241K +$187K +8,660 New
PWA
2992
PCG Wealth Advisors
Kansas
$241K +$187K +8,650 New
AIA
2993
Arbor Investment Advisors
North Carolina
$240K +$187K +8,640 New
CPA
2994
Capital Performance Advisors
California
$238K +$186K +8,580 New
GWM
2995
Gray Wealth Management
Maine
$238K +$185K +8,570 New
PIAS
2996
PCA Investment Advisory Services
Ohio
$238K +$185K +8,560 New
TCM
2997
Towercrest Capital Management
Pennsylvania
$238K +$185K +8,550 New
CSWG
2998
Cardinal Strategic Wealth Guidance
Kentucky
$237K +$185K +8,540 New
RA
2999
Ruggaard & Associates
Ohio
$237K +$185K +8,530 New
EWM
3000
Evermay Wealth Management
Virginia
$236K -$10.2K -470 -5%