We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1126
FMB Wealth Management
California
$231K -$221 -3 -0.1%
ZI
1127
ZEGA Investments
Florida
$231K -$4.35K -59 -2%
Belpointe Asset Management
1128
Belpointe Asset Management
Nevada
$230K -$8.62K -117 -4%
MCM
1129
M1 Capital Management
Michigan
$230K – – –
RBFC
1130
Roman Butler Fullerton & Co
Missouri
$230K +$368 +5 +0.2%
MBT
1131
Montecito Bank & Trust
California
$229K – – –
WPW
1132
Warther Private Wealth
Ohio
$228K – – –
RCG
1133
Ridge Creek Global
Ohio
$227K +$228K +3,093 New
TCM
1134
Tufton Capital Management
Maryland
$227K -$6.92K -94 -3%
AP
1135
Appleton Partners
Massachusetts
$227K – – –
RC
1136
Roundview Capital
New Jersey
$227K +$1.55K +21 +0.7%
MWM
1137
MOR Wealth Management
Pennsylvania
$227K +$227K +3,086 New
AIC
1138
Archer Investment Corporation
Indiana
$226K -$4.49K -61 -2%
CFG
1139
Certior Financial Group
Pennsylvania
$224K +$224K +3,045 New
OPWM
1140
Oxinas Partners Wealth Management
Indiana
$223K – – –
NFP
1141
Narus Financial Partners
Utah
$222K – – –
SIA
1142
Soltis Investment Advisors
Utah
$222K -$25.1K -341 -10%
CWP
1143
CFM Wealth Partners
Texas
$222K – – –
PIA
1144
Perennial Investment Advisors
California
$221K +$222K +3,008 New
CIA
1145
Cascade Investment Advisors
Oregon
$220K – – –
Swiss Life Asset Management
1146
Swiss Life Asset Management
$220K – – –
WI
1147
Wedgewood Investors
Pennsylvania
$220K – – –
PCM
1148
Pavaki Capital Management
Colorado
$220K +$221K +3,000 New
DF
1149
Dunhill Financial
United Kingdom
$220K – – –
DSC
1150
Duncker Streett & Co
Missouri
$219K +$663 +9 +0.3%