We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1626
Finer Wealth Management
Massachusetts
$741K +$8.2K +47 +1%
BMC
1627
Beaton Management Company
Massachusetts
$741K +$3.31K +19 +0.5%
WAS
1628
Winch Advisory Services
Wisconsin
$741K +$20.9K +120 +3%
PIA
1629
Powell Investment Advisors
Florida
$739K +$3.49K +20 +0.6%
WA
1630
WESPAC Advisors
California
$739K +$621K +3,561 New
JC
1631
JB Capital
Connecticut
$738K -$1.74K -10 -0.3%
KLCM
1632
KG&L Capital Management
Louisiana
$738K -$231K -1,326 -27%
WMWM
1633
Whitaker-Myers Wealth Managers
Ohio
$735K +$307K +1,760 +99%
TA
1634
Trellis Advisors
Washington
$735K +$53K +304 +9%
IPW
1635
Invictus Private Wealth
Colorado
$735K -$3.44M -19,745 -85%
OMC
1636
Overbrook Management Corp
New York
$734K
DOA
1637
D'Orazio & Associates
Virginia
$734K +$19.4K +111 +3%
NEWAS
1638
N.E.W. Advisory Services
Wisconsin
$733K +$175K +1,003 +40%
WCM
1639
Washburn Capital Management
Florida
$732K +$616K +3,530 New
SGI
1640
Summit Global Investments
Utah
$732K -$96.5K -553 -14%
SIS
1641
Sound Income Strategies
Florida
$731K +$11.7K +67 +2%
FCFC
1642
First Commonwealth Financial Corp
Pennsylvania
$730K +$25.8K +148 +4%
GFS
1643
GYL Financial Synergies
Connecticut
$730K +$90.7K +520 +17%
ACM
1644
Advance Capital Management
Michigan
$729K +$24.9K +143 +4%
EW
1645
Evoke Wealth
California
$727K +$85K +487 +16%
SPM
1646
Symmetry Peak Management
Pennsylvania
$726K +$611K +3,500 New
CW
1647
CIC Wealth
Maryland
$725K +$65.1K +373 +12%
EWM
1648
Endurance Wealth Management
Rhode Island
$725K +$253K +1,450 +71%
JWM
1649
JGP Wealth Management
Oregon
$723K +$48.3K +277 +9%
Kayne Anderson Rudnick Investment Management
1650
Kayne Anderson Rudnick Investment Management
California
$722K