We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2226
Lodestone Wealth Management
Washington
$376K -$1.4K -8 -0.4%
AWM
2227
Atticus Wealth Management
Florida
$375K -$87K -498 -21%
JF
2228
JSF Financial
California
$375K +$14K +80 +4%
RWA
2229
River Wealth Advisors
Pennsylvania
$375K +$112K +642 +51%
SICM
2230
Sustainable Insight Capital Management
New York
$374K – – –
CIA
2231
Cohen Investment Advisors
New Hampshire
$374K +$7.87K +45 +3%
RSC
2232
Red Spruce Capital
Pennsylvania
$373K – – –
BA
2233
Birinyi Associates
Connecticut
$372K +$328K +1,878 New
PFA
2234
Pathway Financial Advisors
Vermont
$371K -$6.99K -40 -2%
GGI
2235
Godsey & Gibb Inc
Virginia
$371K -$69.9K -400 -18%
PWA
2236
Phoenix Wealth Advisors
North Carolina
$371K -$48.2K -276 -13%
AAM
2237
Austin Asset Management
Texas
$370K -$13.3K -76 -4%
FNC
2238
First National Corp
Massachusetts
$370K +$81.8K +468 +33%
WCP
2239
Wick Capital Partners
Pennsylvania
$369K -$49.6K -284 -13%
UWPG
2240
Ullmann Wealth Partners Group
Florida
$369K +$44K +252 +16%
GSIS
2241
Global Strategic Investment Solutions
Arizona
$369K -$4.37K -25 -1%
RTC
2242
Riverview Trust Company
Washington
$369K +$151K +866 +87%
OAS
2243
Optivise Advisory Services
Tennessee
$369K +$326K +1,863 New
AWA
2244
Acorn Wealth Advisors
Michigan
$367K -$350 -2 -0.1%
LGG
2245
Luts & Greenleigh Group
Maryland
$367K +$324K +1,855 New
MCCP
2246
Mission Creek Capital Partners
California
$366K +$3.67K +21 +1%
BCM
2247
Boltwood Capital Management
California
$365K -$4.37K -25 -1%
NRWA
2248
North Ridge Wealth Advisors
Oregon
$364K +$6.82K +39 +2%
SIM
2249
Stratos Investment Management
Ohio
$363K +$77.1K +441 +32%
FA
2250
Faithward Advisors
Pennsylvania
$363K +$7.51K +43 +2%