We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Secure Asset Management
1226
Secure Asset Management
Michigan
$335K -$32.7K -290 -9%
LVW Advisors
1227
LVW Advisors
New York
$334K +$311K +2,759 New
SFWC
1228
Strategic Family Wealth Counselors
New Jersey
$334K -$246K -2,182 -44%
FCM
1229
Fieldview Capital Management
Michigan
$331K -$4.53M -40,214 -94%
LAM
1230
Lewis Asset Management
California
$331K +$34.8K +309 +13%
CIA
1231
Caerus Investment Advisors
Texas
$331K -$2.82K -25 -0.9%
RMP
1232
Richards, Merrill & Peterson
Washington
$330K -$66.9K -593 -18%
TWM
1233
Tortuga Wealth Management
California
$330K -$63.9K -567 -17%
SL
1234
Sentry LLC
Tennessee
$330K – – –
Dearborn Partners
1235
Dearborn Partners
Illinois
$329K -$37.4K -332 -11%
Caliber Wealth Management (Kansas)
1236
Caliber Wealth Management (Kansas)
Kansas
$329K +$24.2K +215 +9%
Pure Financial Advisors
1237
Pure Financial Advisors
California
$328K +$305K +2,704 New
FSM Wealth Advisors
1238
FSM Wealth Advisors
Ohio
$327K -$19.1K -169 -6%
Loring Wolcott & Coolidge Fiduciary Advisors
1239
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$326K – – –
FCB
1240
First County Bank
Connecticut
$326K +$64.2K +569 +27%
BSTWA
1241
Blake Schutter Theil Wealth Advisors
Ohio
$326K +$303K +2,686 New
Evergreen Wealth Solutions
1242
Evergreen Wealth Solutions
Pennsylvania
$323K +$20.7K +184 +7%
Everhart Financial Group
1243
Everhart Financial Group
Ohio
$322K +$299K +2,653 New
American Trust
1244
American Trust
Kentucky
$320K +$298K +2,641 New
FAS Wealth Partners
1245
FAS Wealth Partners
Kansas
$320K -$9.9K -88 -3%
First Interstate Bank
1246
First Interstate Bank
Montana
$319K – – –
Spire Wealth Management
1247
Spire Wealth Management
Virginia
$318K +$106K +936 +55%
RWM
1248
Revisor Wealth Management
Ohio
$317K -$21.8K -193 -7%
CRWM
1249
Castle Rock Wealth Management
California
$316K +$3.27K +29 +1%
SYM Financial Corp
1250
SYM Financial Corp
Indiana
$316K +$294K +2,608 New