We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
2376
Golden State Wealth Management
California
$279K -$639K -10,586 -70%
TIM
2377
Total Investment Management
Arizona
$279K +$663 +11 +0.2%
CCFM
2378
Clear Creek Financial Management
Washington
$279K +$12.1K +200 +4%
TF
2379
TRH Financial
Iowa
$279K +$282K +4,683 New
UWM
2380
USAdvisors Wealth Management
Minnesota
$278K -$14.8K -245 -5%
RVPG
2381
Relative Value Partners Group
$278K – – –
RHP
2382
Royal Harbor Partners
Texas
$278K +$273K +4,532 New
RW
2383
REDW Wealth
New Mexico
$277K +$121 +2 +0%
EPP
2384
ETF Portfolio Partners
Kansas
$276K – – –
SAM
2385
SP Asset Management
California
$276K +$905 +15 +0.3%
JGUA
2386
John G. Ullman & Associates
New York
$274K +$7.3K +121 +3%
SFA
2387
Stewardship Financial Advisors
Georgia
$274K +$269K +4,460 New
PCMK
2388
Paragon Capital Management (Kansas)
Kansas
$273K +$23.9K +397 +10%
BSAM
2389
Blue Sky Asset Management
Colorado
$272K +$267K +4,429 New
SCM
2390
Stonehearth Capital Management
Massachusetts
$271K +$66.2K +1,098 +33%
BCA
2391
Biltmore Capital Advisors
New Jersey
$270K -$12.4K -206 -4%
DDPIC
2392
Deroy & Devereaux Private Investment Counsel
Michigan
$270K – – –
SAM
2393
Smithbridge Asset Management
Pennsylvania
$269K – – –
MPW
2394
MA Private Wealth
California
$269K +$30.8K +511 +13%
XS
2395
XR Securities
Illinois
$269K +$264K +4,379 New
FRM
2396
Fox Run Management
Connecticut
$268K -$149K -2,471 -36%
IMOV
2397
Investment Management of Virginia
Virginia
$268K – – –
LFA
2398
Lighthouse Financial Advisors
Maryland
$268K +$264K +4,371 New
WAM
2399
Wakefield Asset Management
Colorado
$266K +$35.9K +595 +16%
UTC
2400
Unified Trust Company
Kentucky
$266K +$38.2K +634 +17%