We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
3326
Opes Wealth Management
California
$351K +$10.4K +30 +4%
BAM
3327
Berkshire Asset Management
Pennsylvania
$349K +$52K +150 +24%
WTFG
3328
Wood Tarver Financial Group
Idaho
$349K -$112K -322 -29%
Q1WB
3329
Quest 10 Wealth Builders
Virginia
$349K +$161K +465 +146%
TCTC Holdings
3330
TCTC Holdings
Texas
$349K – – –
AAG
3331
Armstrong Advisory Group
Massachusetts
$348K – – –
CWM
3332
CarsonAllaria Wealth Management
Illinois
$348K +$4.86K +14 +2%
FWM
3333
FFT Wealth Management
Pennsylvania
$348K -$23.6K -68 -8%
UB
3334
Umpqua Bank
Oregon
$347K -$13.2K -38 -5%
FCM
3335
Fogel Capital Management
Florida
$347K – – –
TIM
3336
Tortoise Investment Management
New York
$346K +$31.2K +90 +13%
FB
3337
First Bancorp
Maine
$346K -$19.8K -57 -7%
FFO
3338
Fortitude Family Office
Arizona
$346K -$104K -301 -28%
CWM
3339
Cahaba Wealth Management
Georgia
$346K +$6.94K +20 +3%
MJRIC
3340
Mogy Joel R Investment Counsel
California
$345K -$26K -75 -9%
CPW
3341
Crestmont Private Wealth
Texas
$344K -$2.08K -6 -0.8%
PFM
3342
Patton Fund Management
Texas
$343K – – –
LFGO
3343
Legacy Financial Group (Oklahoma)
Oklahoma
$342K -$7.28K -21 -3%
BWA
3344
BlueChip Wealth Advisors
Georgia
$342K -$6.59K -19 -2%
SPA
3345
Sentinel Pension Advisors
Massachusetts
$342K -$4.51K -13 -2%
OFS
3346
Oldfather Financial Services
Nebraska
$342K +$2.08K +6 +0.8%
PPC
3347
Pennington Partners & Co
Maryland
$342K +$267K +770 New
ZAM
3348
Zevin Asset Management
Massachusetts
$342K +$266K +768 New
DPW
3349
DiNuzzo Private Wealth
Pennsylvania
$342K -$1.04K -3 -0.3%
OPA
3350
Old Port Advisors
Maine
$341K +$13.5K +39 +5%