We are live on ! Find out more
TSM icon

TSMC
TSM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1851
Centurion Wealth Management
Virginia
$366K +$7.93K +41 +2%
WH
1852
Willner & Heller
California
$366K – – –
BWM
1853
Birchcreek Wealth Management
Ohio
$366K +$36.2K +187 +11%
PSP
1854
Principal Street Partners
Tennessee
$364K -$82.8K -428 -19%
TFA
1855
Teamwork Financial Advisors
Texas
$363K -$194 -1 -0.1%
AWM
1856
AllSquare Wealth Management
New York
$362K – – –
SWA
1857
SOA Wealth Advisors
New York
$362K +$69.3K +358 +24%
CD
1858
Chapin Davis
Maryland
$361K – – –
GWS
1859
Greykasell Wealth Strategies
California
$358K +$351K +1,815 New
EC
1860
EntryPoint Capital
New York
$354K +$115K +595 +50%
SFC
1861
Strategic Financial Concepts
Texas
$354K +$347K +1,795 New
IIA
1862
IPG Investment Advisors
California
$354K +$103K +531 +42%
WIM
1863
WealthPlan Investment Management
Nebraska
$354K +$105K +541 +43%
NCG
1864
Newport Capital Group
New Jersey
$353K – – –
FM
1865
Foster & Motley
Ohio
$353K – – –
KCM
1866
KRS Capital Management
Michigan
$353K +$54.2K +280 +19%
IIC
1867
Integrated Investment Consultants
Michigan
$353K +$46.4K +240 +16%
SXL
1868
Summit X LLC
Missouri
$351K +$93.7K +484 +37%
FPL
1869
Fortress Private Ledger
North Carolina
$349K +$342K +1,767 New
PMG
1870
ProVise Management Group
Florida
$348K -$58.3K -301 -15%
CFG
1871
Certior Financial Group
Pennsylvania
$348K +$341K +1,762 New
FSA
1872
Financial Security Advisor
Virginia
$348K -$2.32K -12 -0.7%
FC
1873
FCA Corp
Texas
$348K – – –
HI
1874
Hoey Investments
Pennsylvania
$347K +$261K +1,348 +329%
GF
1875
Gries Financial
Ohio
$347K +$340K +1,757 New
73 74
75
76 77