We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LF
2251
LifeSteps Financial
California
$307K -$18.2K -491 -6%
LPT
2252
Legacy Private Trust
Wisconsin
$307K -$31.4K -848 -9%
IWN
2253
Independent Wealth Network
Iowa
$307K +$4.7K +127 +2%
FC
2254
Fusion Capital
South Carolina
$306K -$8.18K -221 -3%
BCA
2255
Bray Capital Advisors
Florida
$305K -$260K -7,032 -46%
W
2256
Wealthquest
Ohio
$305K +$304K +8,202 New
PCA
2257
Private Capital Advisors
Connecticut
$305K +$111K +3,000 +58%
BCM
2258
Bluefin Capital Management
New York
$305K +$304K +8,200 New
OPPS
2259
Obsidian Personal Planning Solutions
Maryland
$305K +$20.7K +558 +7%
BWAM
2260
Boyd Watterson Asset Management
Ohio
$304K -$76.6K -2,070 -20%
GGS
2261
Galvin Gaustad & Stein
Arizona
$304K -$5.51K -149 -2%
CWM
2262
Cedar Wealth Management
California
$304K -$290K -7,828 -49%
FWP
2263
Firethorn Wealth Partners
Georgia
$303K -$7K -189 -2%
SIC
2264
Samalin Investment Counsel
New York
$302K -$192K -5,200 -39%
Edgewood Management
2265
Edgewood Management
Connecticut
$301K -$14.1K -382 -5%
AWC
2266
Adamsbrown Wealth Consultants
Kansas
$301K -$19.8K -534 -6%
HTHT
2267
Hemenway Trust Hemenway Trust
New Hampshire
$300K -$37.4K -1,011 -11%
GFG
2268
Goldstone Financial Group
Illinois
$299K +$19.2K +519 +7%
AWS
2269
Aspen Wealth Strategies
Colorado
$298K +$297K +8,022 New
TAM
2270
Taurus Asset Management
New York
$298K -$5.14K -139 -2%
JGIA
2271
Jackson Grant Investment Advisers
Connecticut
$298K +$666 +18 +0.2%
BFC
2272
Bedel Financial Consulting
Indiana
$297K +$19.9K +537 +7%
MSCM
2273
McElhenny Sheffield Capital Management
Texas
$297K +$4.81K +130 +2%
CAMV
2274
Concord Asset Management (Virginia)
Virginia
$296K +$92.5K +2,500 +46%
CC
2275
Centiva Capital
New York
$296K -$1.29M -34,790 -81%