We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MBTD
1726
Mechanics Bank - Trust Department
California
$10.6M -$417K -4,128 -5%
BCPWM
1727
Bradley & Co Private Wealth Management
Florida
$10.5M +$13.1K +130 +0.2%
SCM
1728
Sitrin Capital Management
California
$10.5M -$1.55M -15,287 -15%
APP
1729
Avantax Planning Partners
Iowa
$10.5M -$1.98M -19,552 -19%
AWM
1730
Angeles Wealth Management
California
$10.5M +$499K +4,937 +6%
CHC
1731
City Holding Co
West Virginia
$10.5M -$847K -8,381 -9%
MW
1732
Marcum Wealth
Ohio
$10.5M +$104K +1,027 +1%
BFG
1733
Beacon Financial Group
Texas
$10.5M +$426K +4,213 +5%
SWM
1734
StoneCrest Wealth Management
Arizona
$10.5M +$363K +3,595 +4%
SIM
1735
Stratos Investment Management
Ohio
$10.5M +$1.79M +17,685 +26%
CANY
1736
Caxton Associates (New York)
New York
$10.5M -$28.5M -282,023 -77%
CCM
1737
Canal Capital Management
Virginia
$10.5M -$1.51M -14,977 -15%
CWA
1738
Consilium Wealth Advisory
Texas
$10.5M -$652K -6,446 -7%
LDB
1739
Lee, Danner & Bass
Tennessee
$10.5M +$8.58M +84,851 New
MWA
1740
Moser Wealth Advisors
Washington
$10.5M
BIP
1741
Bouvel Investment Partners
Pennsylvania
$10.5M -$1.93M -19,120 -18%
RA
1742
Rockingstone Advisors
Massachusetts
$10.5M -$56.6K -560 -0.7%
ML
1743
McAdam LLC
Pennsylvania
$10.5M +$368K +3,644 +5%
CS
1744
Cannell & Spears
New York
$10.4M -$411K -4,062 -5%
LWL
1745
Leo Wealth LLC
Texas
$10.4M -$2.32M -22,981 -21%
LHC
1746
Little House Capital
Massachusetts
$10.4M +$626K +6,187 +8%
APTFM
1747
AGUR Provident & Training Funds Management
Israel
$10.4M -$5.29M -52,300 -38%
AW
1748
Alaethes Wealth
Nevada
$10.4M -$118K -1,171 -1%
QWP
1749
Quotient Wealth Partners
Texas
$10.4M +$625K +6,180 +8%
CPC
1750
Consolidated Planning Corp
Georgia
$10.4M -$681K -6,737 -7%