We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWMM
2226
Aegis Wealth Management (Maryland)
Maryland
$266K +$33.5K +1,279 +13%
EIG
2227
Ellenbecker Investment Group
Wisconsin
$266K +$12.3K +469 +4%
PWP
2228
Precedent Wealth Partners
Texas
$265K +$288K +11,016 New
FC
2229
Fulcrum Capital
Washington
$265K
HTHT
2230
Hemenway Trust Hemenway Trust
New Hampshire
$265K
TWA
2231
Trace Wealth Advisors
California
$265K
SC
2232
SouthState Corp
Florida
$265K +$61K +2,332 +27%
PFA
2233
Providence Financial Advisors
Kansas
$263K
LIA
2234
LBMC Investment Advisors
Tennessee
$263K -$78.5K -3,000 -22%
LA
2235
Latitude Advisors
Florida
$263K -$20.7K -792 -7%
BIG
2236
Builder Investment Group
Georgia
$263K
CFS
2237
Cannon Financial Strategists
Georgia
$262K +$285K +10,892 New
CL
2238
CPWA LLC
Oregon
$262K +$5.18K +198 +2%
LC
2239
Lavaca Capital
Texas
$262K -$10.3K -394 -3%
FPWM
2240
FSB Premier Wealth Management
Iowa
$261K +$2.75K +105 +1%
BF
2241
Blankinship & Foster
California
$261K -$105 -4 -0%
WI
2242
Wedgewood Investors
Pennsylvania
$261K
TPW
2243
Tiller Private Wealth
Pennsylvania
$261K
BW
2244
Basepoint Wealth
Iowa
$260K +$36.7K +1,404 +15%
IPW
2245
Impact Partnership Wealth
Georgia
$259K +$9.13K +349 +3%
EA
2246
Everpar Advisors
Oklahoma
$259K -$60.4K -2,310 -18%
CWMP
2247
Clarion Wealth Managment Partners
Virginia
$259K -$15.7K -600 -5%
CCM
2248
Chilton Capital Management
Texas
$258K -$157K -6,000 -36%
PFS
2249
Prospect Financial Services
New York
$258K +$91.7K +3,505 +49%
AL
2250
ADE LLC
Maryland
$258K -$8.37K -320 -3%