We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
801
Oak Asset Management
California
$300K
RPC
802
Rossmore Private Capital
Connecticut
$300K +$10K +110 +3%
LCM
803
LRT Capital Management
Texas
$298K +$308K +3,379 New
CA
804
Continuum Advisory
Idaho
$297K -$8.29K -91 -3%
RWP
805
RWA Wealth Partners
Massachusetts
$297K +$35.6K +391 +13%
WAP
806
Wealthcare Advisory Partners
Pennsylvania
$295K -$17.7K -194 -5%
SFA
807
Souders Financial Advisors
Ohio
$293K +$3K +33 +1%
AP
808
Atwood & Palmer
Missouri
$291K
AWM
809
Aprio Wealth Management
Georgia
$291K +$57.3K +629 +25%
NAS
810
NWF Advisory Services
California
$290K -$19.4K -213 -6%
SI
811
SimpliFi Inc
California
$288K +$2K +22 +0.7%
OWP
812
Obermeyer Wealth Partners
Colorado
$288K
AFG
813
Allegheny Financial Group
Pennsylvania
$283K +$273 +3 +0.1%
CAS
814
CTC Alternative Strategies
Illinois
$283K +$291K +3,200 New
EPW
815
Evolve Private Wealth
California
$281K +$288K +3,160 New
EIG
816
Ellenbecker Investment Group
Wisconsin
$281K +$455 +5 +0.2%
PAS
817
Parsonex Advisory Services
Colorado
$281K -$6.1K -67 -2%
SB
818
Simmons Bank
Arkansas
$279K -$51.8K -569 -15%
ASG
819
Ariston Services Group
California
$278K -$348K -3,824 -55%
TS
820
Tamar Securities
California
$276K -$29.8K -327 -9%
Los Angeles Capital Management
821
Los Angeles Capital Management
California
$274K -$13.6K -149 -5%
CPSAC
822
Chas P. Smith & Associates (CPS)
Florida
$274K
GSWM
823
Golden State Wealth Management
California
$273K -$34.7K -381 -11%
EFS
824
Essex Financial Services
Connecticut
$273K +$50.8K +558 +22%
SIA
825
Soltis Investment Advisors
Utah
$273K +$18.3K +201 +7%