We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1576
Bartlett & Co Wealth Management
Ohio
$2.95M +$20.9K +101 +0.7%
TGAM
1577
TBH Global Asset Management
Tennessee
$2.95M -$107K -518 -3%
SW
1578
Solidarity Wealth
Utah
$2.94M -$1.99M -9,643 -41%
CAAS
1579
Capital Asset Advisory Services
Michigan
$2.94M +$439K +2,122 +17%
FRA
1580
Front Row Advisors
California
$2.94M -$33.9K -164 -1%
DIM
1581
Delta Investment Management
California
$2.94M -$139K -674 -4%
MWM
1582
Mattern Wealth Management
Kansas
$2.93M – – –
MWM
1583
Mission Wealth Management
California
$2.92M +$146K +708 +5%
CICI
1584
Capital Investment Counsel Inc
North Carolina
$2.92M – – –
PCMC
1585
Private Capital Management (Colorado)
Colorado
$2.92M – – –
BDF
1586
Balasa Dinverno & Foltz
$2.92M +$76.9K +372 +3%
AFP
1587
Ausdal Financial Partners
Iowa
$2.91M -$1.03K -5 -0%
NL
1588
NVWM LLC
Pennsylvania
$2.91M +$796K +3,853 +35%
WANY
1589
Wealthspire Advisors (New York)
New York
$2.91M +$1.45M +7,032 +91%
KFP
1590
KMG Fiduciary Partners
Ohio
$2.9M +$45.1K +218 +1%
CCB
1591
Country Club Bank
Missouri
$2.9M +$56.2K +272 +2%
LS
1592
Leelyn Smith
Illinois
$2.89M +$55K +266 +2%
JWM
1593
Jackson Wealth Management
Florida
$2.89M -$5.19M -25,130 -63%
ESB
1594
Essex Savings Bank
Connecticut
$2.89M +$24.4K +118 +0.8%
FMTCOCP
1595
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.88M +$22.5K +109 +0.8%
ISWM
1596
Independent Solutions Wealth Management
New York
$2.85M -$527K -2,550 -15%
DA
1597
Doliver Advisors
Texas
$2.85M -$11.8K -57 -0.4%
SWM
1598
Sugarloaf Wealth Management
Georgia
$2.84M +$263K +1,274 +10%
IFWM
1599
Institute for Wealth Management
Colorado
$2.84M +$61.8K +299 +2%
GIM
1600
Guardian Investment Management
California
$2.84M -$3.43M -16,600 -23%
62 63
64
65 66