We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HAM
3301
Hickory Asset Management
Ohio
$251K – – –
VR
3302
Valued Retirements
Texas
$251K +$238K +790 New
BWA
3303
BlueChip Wealth Advisors
Georgia
$251K -$49.7K -165 -17%
EBT
3304
Enterprise Bank & Trust
Massachusetts
$250K -$35.9K -119 -13%
EGA
3305
E&G Advisors
Texas
$250K +$237K +786 New
HVIA
3306
Hudson Valley Investment Advisors
New York
$250K +$237K +786 New
TH
3307
TCTC Holdings
Texas
$249K – – –
FF
3308
Fluent Financial
Texas
$249K +$236K +784 New
UB
3309
Umpqua Bank
Oregon
$249K +$252K +836 New
AAG
3310
Armstrong Advisory Group
Massachusetts
$249K +$22.6K +75 +11%
SPA
3311
Sentinel Pension Advisors
Massachusetts
$249K +$236K +783 New
GOCP
3312
Great Oak Capital Partners
Massachusetts
$249K – – –
PAM
3313
Palisade Asset Management
Minnesota
$248K +$235K +781 New
HFA
3314
Highland Financial Advisors
New Jersey
$248K +$235K +781 New
FCM
3315
Fogel Capital Management
Florida
$248K -$30.1K -100 -11%
CTA
3316
Colonial Trust Advisors
South Carolina
$248K -$7.53K -25 -3%
CPW
3317
Crestmont Private Wealth
Texas
$247K +$235K +779 New
SC
3318
Stephenson & Company
California
$247K +$235K +779 New
PRP
3319
Peak Retirement Planning
Ohio
$247K +$234K +778 New
PFM
3320
Patton Fund Management
Texas
$245K +$233K +772 New
KOMWMG
3321
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$245K +$232K +771 New
MIC
3322
Meridian Investment Counsel
California
$244K -$57.2K -190 -20%
CWM
3323
CarsonAllaria Wealth Management
Illinois
$244K +$6.93K +23 +3%
DCBT
3324
Dakota Community Bank & Trust
North Dakota
$244K +$6.93K +23 +3%
KWM
3325
Kanen Wealth Management
Florida
$243K +$231K +766 New