We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EA
3126
Eclectic Associates
California
$212K +$216 +1 +0.1%
WCFA
3127
Walkner Condon Financial Advisors
Wisconsin
$212K +$206K +954 New
FDCC
3128
Foster Dykema Cabot & Co
Massachusetts
$211K -$185K -857 -47%
YMRC
3129
Yorktown Management & Research Company
Virginia
$211K +$205K +950 New
WPIC
3130
White Pine Investment Company
Michigan
$210K
WIS
3131
Wright Investors Service
Connecticut
$209K -$509K -2,354 -71%
Vanguard Capital Wealth Advisors
3132
Vanguard Capital Wealth Advisors
Colorado
$209K +$204K +944 New
4WM
3133
4J Wealth Management
Virginia
$208K -$16.2K -75 -7%
FFP
3134
Forbes Financial Planning
Rhode Island
$208K
RCAMU
3135
Rothschild & Co Asset Management US
Connecticut
$208K
COCM
3136
Charter Oak Capital Management
New Hampshire
$207K +$20.5K +95 +11%
CFO
3137
Custos Family Office
Texas
$206K +$201K +928 New
VR
3138
Viridian RIA
Washington
$205K -$225K -1,041 Closed
LC
3139
Landaas & Company
Wisconsin
$205K
SIA
3140
Soltis Investment Advisors
Utah
$205K +$200K +925 New
OPWM
3141
Oxinas Partners Wealth Management
Indiana
$204K -$433 -2 -0.2%
SC
3142
Stephens Consulting
Michigan
$204K -$97.5K -451 -33%
FFMBT
3143
First Farmers & Merchants Bank Trust
Tennessee
$203K +$198K +914 New
FIB
3144
First Interstate Bank
Montana
$202K -$13K -60 -6%
NIC
3145
Northwest Investment Counselors
Oregon
$202K +$53.6K +248 +37%
DACG
3146
Donor Advised Charitable Giving
California
$202K +$197K +910 New
Members Trust
3147
Members Trust
Florida
$201K -$33.5K -155 -15%
SC
3148
Schulhoff & Co
Ohio
$199K +$195K +900 New
KFS
3149
Kelly Financial Services
Massachusetts
$198K -$71.2K -329 -27%
CWAF
3150
Core Wealth Advisors (Florida)
Florida
$191K -$36.1K -167 -16%