We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ETIA
3026
Epic Trust Investment Advisors
Washington
$776K +$13.9K +300 +2%
BC
3027
Brio Consultants
California
$774K +$30.1K +650 +4%
EAM
3028
Eventide Asset Management
Massachusetts
$774K +$193K +4,160 +36%
CWM
3029
Curi Wealth Management
North Carolina
$773K +$55.6K +1,200 +8%
CCMI
3030
Creative Capital Management Investments
California
$773K
SFC
3031
SYM Financial Corp
Indiana
$772K +$226K +4,870 +45%
MAP
3032
Moody Aldrich Partners
Massachusetts
$771K
SFI
3033
SPC Financial Inc
Maryland
$770K +$113K +2,430 +19%
LTI
3034
Laffer Tengler Investments
Tennessee
$769K +$15.8K +340 +2%
SWM
3035
Sugarloaf Wealth Management
Georgia
$768K +$45K +970 +7%
ICM
3036
Intrepid Capital Management
Florida
$767K +$148K +3,190 +26%
WMWM
3037
Whitaker-Myers Wealth Managers
Ohio
$767K +$484K +10,450 +207%
AIA
3038
Alternative Investment Advisors
Florida
$766K -$25.5K -550 -3%
SW
3039
StrongBox Wealth
Missouri
$766K +$229K +4,940 +47%
BLAM
3040
Bourne Lent Asset Management
New York
$765K
MC
3041
Merlin Capital
Rhode Island
$765K +$2.32K +50 +0.3%
EM
3042
ELCO Management
New York
$764K
MCWS
3043
McKinley Carter Wealth Services
West Virginia
$763K +$112K +2,410 +19%
ES
3044
ETF Store
Kansas
$762K +$22.2K +480 +3%
PCH
3045
PGIM Custom Harvest
New Jersey
$760K +$173K +3,730 +32%
MWM
3046
Mosley Wealth Management
California
$760K +$711K +15,340 New
PAM
3047
Palisade Asset Management
Minnesota
$757K
BWCS
3048
Beirne Wealth Consulting Services
Connecticut
$755K +$707K +15,250 New
HHAA
3049
Henry H. Armstrong Associates
Pennsylvania
$755K +$69.5K +1,500 +11%
EB
3050
Exchange Bank
California
$754K -$115K -2,480 -14%