We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2701
Titus Wealth Management
California
$309K +$46.3K +220 +18%
PWM
2702
Palumbo Wealth Management
New York
$308K -$27.8K -132 -8%
DIA
2703
Davidson Investment Advisors
Montana
$308K – – –
PO
2704
Private Ocean
California
$307K +$17.1K +81 +6%
LWANC
2705
Laurel Wealth Advisors (North Carolina)
North Carolina
$306K – – –
WBG
2706
Wharton Business Group
Pennsylvania
$305K -$5.47K -26 -2%
MIM
2707
Martin Investment Management
Florida
$305K – – –
BCP
2708
Blackhawk Capital Partners
Wisconsin
$304K -$38.9K -185 -12%
BC
2709
Barnett & Company
Tennessee
$304K – – –
KFI
2710
Key Financial Inc
Pennsylvania
$304K +$21K +100 +7%
GCA
2711
Greenwood Capital Associates
South Carolina
$303K -$39.2K -186 -12%
MFW
2712
Mosaic Family Wealth
Missouri
$303K -$15.8K -75 -5%
BO
2713
Bank OZK
Arkansas
$303K +$5.68K +27 +2%
LC
2714
Lincoln Capital
Nebraska
$302K – – –
WC
2715
Westhampton Capital
North Carolina
$302K – – –
UTC
2716
Unified Trust Company
Kentucky
$302K +$301K +1,429 New
PC
2717
Peavine Capital
Nevada
$301K – – –
DP
2718
Divergent Planning
Maryland
$300K – – –
CIG
2719
Cairn Investment Group
Washington
$300K +$63.4K +301 +27%
BIA
2720
Biondo Investment Advisors
Pennsylvania
$299K – – –
TFA
2721
Tobias Financial Advisors
Florida
$299K – – –
LOAME
2722
Lombard Odier Asset Management (Europe)
United Kingdom
$298K -$3.43M -16,277 -92%
SWM
2723
Stockman Wealth Management
Montana
$297K – – –
AA
2724
Alesco Advisors
New York
$296K – – –
MAP
2725
Milestone Advisory Partners
North Carolina
$296K – – –
107 108
109
110 111