We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2526
Cahaba Wealth Management
Georgia
$204K +$196K +1,086 New
LWM
2527
Liberty Wealth Management
California
$203K +$1.62K +9 +0.8%
BCP
2528
Blue Chip Partners
Michigan
$203K +$194K +1,078 New
MWM
2529
Modera Wealth Management
New Jersey
$203K +$195K +1,082 New
AWM
2530
Altavista Wealth Management
North Carolina
$203K +$195K +1,083 New
CBA
2531
Coastal Bridge Advisors
Connecticut
$202K -$159K -885 -45%
APG
2532
Abacus Planning Group
South Carolina
$202K -$20.4K -113 -10%
CS
2533
Capital Square
Tennessee
$201K +$194K +1,074 New
PFA
2534
Pure Financial Advisors
California
$200K +$192K +1,065 New
EIP
2535
Ellis Investment Partners
Pennsylvania
$197K +$180 +1 +0.1%
GFPC
2536
Global Financial Private Client
Florida
$193K +$185K +1,025 New
AI
2537
ArchPoint Investors
Florida
$188K – – –
HDIM
2538
Hanson & Doremus Investment Management
Vermont
$188K – – –
GWMIA
2539
Global Wealth Management Investment Advisory
Florida
$187K -$4.14K -23 -2%
CAL
2540
Capital Advisors Ltd
Ohio
$184K +$218K +1,212 +208%
FCMT
2541
Founders Capital Management (Texas)
Texas
$179K – – –
ACM
2542
Allred Capital Management
Texas
$179K -$242K -1,345 -59%
CHAM
2543
Clear Harbor Asset Management
Connecticut
$175K +$168K +931 New
ACM
2544
Anfield Capital Management
California
$172K +$153K +849 New
HI
2545
Human Investing
Oregon
$171K – – –
KFS
2546
Kelly Financial Services
Massachusetts
$170K -$721 -4 -0.4%
WB
2547
West Bancorporation
Iowa
$166K +$159K +885 New
NC
2548
NewSquare Capital
Pennsylvania
$163K +$101K +560 +181%
LFG
2549
Larson Financial Group
Missouri
$161K +$4.5K +25 +3%
TF
2550
TimeScale Financial
Massachusetts
$158K -$24.7K -137 -14%
100 101
102
103 104