We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BF
2301
Blankinship & Foster
California
$270K -$252 -10 -0.1%
C
2302
Covestor
United Kingdom
$270K +$25.2K +1,001 +10%
CAWM
2303
Capital Advisors Wealth Management
Washington
$270K +$11.4K +452 +4%
TPW
2304
Tiller Private Wealth
Pennsylvania
$270K -$151 -6 -0.1%
BPWM
2305
BCS Private Wealth Management
New Jersey
$269K +$272K +10,800 New
BB
2306
Burford Brothers
Texas
$269K +$19.2K +763 +8%
HFS
2307
Howard Financial Services
Texas
$269K +$272K +10,788 New
TPWM
2308
Twelve Points Wealth Management
Massachusetts
$268K -$122K -4,830 -31%
JWM
2309
JPL Wealth Management
Colorado
$268K -$17.1K -677 -6%
CWM
2310
CarsonAllaria Wealth Management
Illinois
$266K -$21.6K -856 -7%
HNWA
2311
Henrickson Nauta Wealth Advisors
Michigan
$266K +$264K +10,451 New
WFA
2312
WJ Financial Advisors
Connecticut
$266K -$25.2K -1,000 -9%
KWS
2313
Keystone Wealth Services
California
$265K +$27.9K +1,105 +12%
QT
2314
Quantbot Technologies
New York
$265K +$269K +10,651 New
SIA
2315
SeaBridge Investment Advisors
New Jersey
$265K -$49.5K -1,963 -16%
JCM
2316
Jacobsen Capital Management
Utah
$265K +$12.7K +503 +5%
SCM
2317
SOL Capital Management
Maryland
$265K -$63.4K -2,515 -19%
LC
2318
Lavaca Capital
Texas
$265K +$32K +1,267 +14%
SFG
2319
Sather Financial Group
Texas
$264K -$4.04K -160 -1%
CWA
2320
Canvas Wealth Advisors
Kansas
$263K +$17.3K +686 +7%
EHWM
2321
Eads & Heald Wealth Management
Georgia
$262K +$48.1K +1,908 +22%
BWFA
2322
Baltimore-Washington Financial Advisors
Maryland
$262K +$265K +10,526 New
FPL
2323
Fortress Private Ledger
North Carolina
$262K -$24.7K -978 -9%
AAG
2324
Armstrong Advisory Group
Massachusetts
$261K +$83.9K +3,328 +47%
LSIA
2325
LaSalle St. Investment Advisors
Illinois
$261K +$26.2K +1,037 +11%