We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
976
Berkeley Capital Partners
Georgia
$495K +$93.3K +1,233 +26%
SFO
977
Stokes Family Office
Louisiana
$495K -$521K -6,878 -54%
RDWM
978
Red Door Wealth Management
Tennessee
$493K +$447K +5,904 New
GWAM
979
Guardian Wealth Advisors (Minnesota)
Minnesota
$493K -$4.39K -58 -1%
LFG
980
Larson Financial Group
Missouri
$491K +$70.4K +930 +19%
MSFS
981
Main Street Financial Solutions
Pennsylvania
$490K +$18.5K +245 +4%
CF
982
Carlson Financial
Oregon
$486K -$5.53K -73 -1%
WPWM
983
Western Pacific Wealth Management
Illinois
$486K – – –
BFM
984
Boothbay Fund Management
New York
$483K -$282K -3,728 -39%
OCBCO
985
Oversea-Chinese Banking Corp (OCBC)
Singapore
$480K – – –
PCM
986
Polymer Capital Management
New York
$480K +$161K +2,126 +59%
IFPG
987
Intrepid Financial Planning Group
Indiana
$478K – – –
WC
988
Weil Company
California
$478K – – –
DWA
989
Douglass Winthrop Advisors
New York
$473K -$17K -225 -4%
AOWM
990
Alpha Omega Wealth Management
Virginia
$472K – – –
WFS
991
Walker Financial Services
Kentucky
$469K +$908 +12 +0.2%
WA
992
WealthTrust Axiom
Pennsylvania
$468K – – –
LIM
993
Leavell Investment Management
Alabama
$465K -$22.8K -301 -5%
FMB
994
Field & Main Bank
Kentucky
$464K -$68.9K -910 -14%
ABC
995
Anchor Bay Capital
California
$463K +$418K +5,526 New
EAM
996
Empirical Asset Management
Massachusetts
$463K -$46.4K -613 -10%
PWAM
997
Private Wealth Asset Management
Iowa
$461K -$2.27K -30 -0.5%
DO
998
denkapparat Operations
Germany
$457K – – –
MHIC
999
Marble Harbor Investment Counsel
Massachusetts
$456K – – –
SSW
1000
Smith Shellnut Wilson
Mississippi
$455K -$18.7K -247 -4%