We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ARMC
2876
American Research & Management Company
Massachusetts
$337K
USGIU
2877
U.S. Global Investors (USGI)
Texas
$337K
EWS
2878
Evergreen Wealth Solutions
Pennsylvania
$337K +$333K +1,553 New
HA
2879
Hofer & Associates
California
$337K +$334K +1,555 New
RFO
2880
RiverGlades Family Offices
Florida
$336K
TWM
2881
Titus Wealth Management
California
$336K +$21.5K +100 +7%
Cohen & Steers
2882
Cohen & Steers
New York
$335K -$482K -2,245 -59%
DFG
2883
Demars Financial Group
Washington
$335K +$7.08K +33 +2%
CCP
2884
Carmel Capital Partners
California
$335K +$332K +1,548 New
RWM
2885
RKL Wealth Management
Pennsylvania
$334K -$23.6K -110 -7%
ETCM
2886
Evolutionary Tree Capital Management
Virginia
$334K
CHA
2887
Carmichael Hill & Associates
Maryland
$334K +$215 +1 +0.1%
PBO
2888
Peoples Bank (Ohio)
Ohio
$333K -$20.2K -94 -6%
TFA
2889
Tranquilli Financial Advisor
New Jersey
$333K +$9.88K +46 +3%
RAM
2890
Roanoke Asset Management
New Jersey
$332K -$21.5K -100 -6%
LJHT
2891
Laurie J. Hall Trustee
$332K
FZCM
2892
Flynn Zito Capital Management
New York
$332K +$329K +1,533 New
CHA
2893
Cooper/Haims Advisors
New York
$331K -$21.5K -100 -6%
LF
2894
LifeSteps Financial
California
$331K +$24.7K +115 +8%
AAM
2895
Autus Asset Management
Arizona
$331K +$34.8K +162 +12%
PCI
2896
Planning Center Inc
Illinois
$331K +$302K +1,405 New
DWM
2897
Darwin Wealth Management
Florida
$330K -$67.8K -316 -17%
FWP
2898
Firethorn Wealth Partners
Georgia
$328K +$325K +1,512 New
KFI
2899
Key Financial Inc
Pennsylvania
$327K -$9.23K -43 -3%
LSA
2900
L & S Advisors
California
$327K -$1.93K -9 -0.6%