We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFAM
2626
Coury Firm Asset Management
Pennsylvania
$291K +$1.95K +50 +0.6%
BWM
2627
BlackDiamond Wealth Management
New York
$291K -$1.09K -28 -0.4%
AWM
2628
AllSquare Wealth Management
New York
$289K
NIC
2629
Northwest Investment Counselors
Oregon
$289K -$69.8K -1,793 -19%
VBWMG
2630
Von Berge Wealth Management Group
California
$289K -$2.02K -52 -0.7%
ACM
2631
Arcataur Capital Management
Wisconsin
$289K +$306K +7,871 New
IWN
2632
Independent Wealth Network
Iowa
$288K +$2.26K +58 +0.7%
HFS
2633
Heritage Financial Services
Massachusetts
$288K -$23.6K -606 -7%
CT
2634
Columbia Trust
Oregon
$286K -$12K -308 -4%
GFG
2635
Goldstone Financial Group
Illinois
$286K +$37.6K +966 +14%
MLA
2636
MB, Levis & Associates
Pennsylvania
$286K +$2.22K +57 +0.7%
AWS
2637
Aspen Wealth Strategies
Colorado
$286K -$204K -5,233 -40%
THL
2638
Tillman Hartley LLC
Colorado
$285K
MKA
2639
M. Kulyk & Associates
Georgia
$285K
NRC
2640
New Republic Capital
North Carolina
$284K +$64.3K +1,653 +27%
WWM
2641
Westwood Wealth Management
California
$284K
FA
2642
Forefront Analytics
Pennsylvania
$284K +$64.7K +1,661 +27%
NVCHI
2643
New Vernon Capital Holdings II
New Jersey
$283K +$133K +3,415 +79%
BIM
2644
Bridgecreek Investment Management
Oklahoma
$283K
CFA
2645
Cahill Financial Advisors
Minnesota
$283K +$12.7K +325 +4%
BWA
2646
Beam Wealth Advisors
Louisiana
$283K +$50.3K +1,293 +20%
TI
2647
Truepoint Inc
Ohio
$282K +$84.9K +2,181 +40%
HFAS
2648
Hummer Financial Advisory Services
Illinois
$282K
BC
2649
Bridgefront Capital
Texas
$282K +$70.6K +1,814 +31%
Fiera Capital (Canada)
2650
Fiera Capital (Canada)
Quebec, Canada
$281K