We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3076
Catalyst Wealth Management
Georgia
$262K +$255K +1,262 New
CWP
3077
Core Wealth Partners
California
$262K +$1.8M +8,939 New
KAM
3078
KEB Asset Management
Illinois
$261K +$1.41K +7 +0.6%
VWM
3079
Valley Wealth Managers
New Jersey
$261K +$4.44K +22 +2%
FCMC
3080
Founders Capital Management (Connecticut)
Connecticut
$260K – – –
FCMT
3081
Founders Capital Management (Texas)
Texas
$260K – – –
CHAM
3082
Clear Harbor Asset Management
Connecticut
$260K +$10.1K +50 +4%
SLG
3083
Stanley-Laman Group
Pennsylvania
$259K +$252K +1,249 New
GBWM
3084
Granite Bay Wealth Management
New Hampshire
$259K +$251K +1,247 New
FP
3085
Financial Perspectives
Minnesota
$258K -$94.4K -468 -27%
PFA
3086
Pathway Financial Advisors
Vermont
$258K – – –
MWM
3087
Merriman Wealth Management
Washington
$257K +$250K +1,238 New
ORC
3088
O'Rourke & Company
Massachusetts
$257K -$81.7K -405 -25%
LWANC
3089
Laurel Wealth Advisors (North Carolina)
North Carolina
$257K – – –
FCA
3090
Fortis Capital Advisors
Kansas
$257K +$249K +1,235 New
LJHT
3091
Laurie J. Hall Trustee
$256K – – –
IF
3092
Integrity Financial
Wyoming
$256K +$807 +4 +0.3%
OLVIG
3093
Oliver Lagore Vanvalin Investment Group
Michigan
$254K +$146K +726 +145%
GHAM
3094
Gilman Hill Asset Management
Connecticut
$254K -$15.5K -77 -6%
ML
3095
McAdam LLC
Pennsylvania
$254K -$48.6K -241 -17%
CRI
3096
Colonial River Investments
Virginia
$254K -$10.1K -50 -4%
CST
3097
Charles Schwab Trust
Nevada
$253K -$60.1K -298 -20%
BG
3098
Benedetti & Gucer
Georgia
$252K +$3.02K +15 +1%
CCC
3099
Chelsea Counsel Company
California
$251K -$10.1K -50 -4%
SGWM
3100
Sterling Group Wealth Management
California
$251K +$244K +1,209 New
122 123
124
125 126