We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
2626
Everhart Financial Group
Ohio
$553K -$137K -338 -23%
MPW
2627
Magnolia Private Wealth
Pennsylvania
$553K +$24.8K +61 +6%
SSCA
2628
South Shore Capital Advisors
Massachusetts
$553K +$6.49K +16 +1%
JMBA
2629
J. M. Brown & Associates
Oklahoma
$553K +$469K +1,157 New
QC
2630
Quent Capital
New York
$552K +$10.6K +26 +2%
JPWM
2631
Jamison Private Wealth Management
Georgia
$552K +$23.5K +58 +5%
LNB
2632
Ledyard National Bank
$551K +$468K +1,153 New
OAM
2633
Occidental Asset Management
California
$548K +$44.2K +109 +10%
FDCP
2634
Foster Dykema Cabot & Partners
Massachusetts
$547K – – –
AWA
2635
Amplius Wealth Advisors
Pennsylvania
$545K -$32.5K -80 -7%
MGI
2636
Miller Global Investments
Texas
$544K -$11.4K -28 -2%
TLCM
2637
Twin Lakes Capital Management
California
$538K – – –
NWM
2638
Nolet Wealth Management
Texas
$538K +$11.8K +29 +3%
HA
2639
Harfst & Associates
Wyoming
$537K – – –
WAG
2640
Wallace Advisory Group
California
$535K +$170K +419 +60%
RWM
2641
Rockwood Wealth Management
Pennsylvania
$535K +$13.8K +34 +3%
AWAG
2642
ARS Wealth Advisors Group
Florida
$535K -$15.8K -39 -3%
HIS
2643
Horizon Investment Services
Indiana
$535K – – –
SQA
2644
Simon Quick Advisors
New Jersey
$533K +$75.1K +185 +20%
BHWM
2645
Beaird Harris Wealth Management
Texas
$533K -$13.8K -34 -3%
AWAP
2646
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$533K -$79.5K -196 -15%
PRTG
2647
Post Resch Tallon Group
New York
$533K -$20.3K -50 -4%
WA
2648
Waystone Advisors
Washington
$532K +$99.8K +246 +28%
LA
2649
LexAurum Advisors
Kansas
$532K -$14.6K -36 -3%
OHIS
2650
Oak Harvest Investment Services
Texas
$532K -$1.21M -2,990 -73%