We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CHP
1301
Cable Hill Partners
Oregon
$246K -$6.4K -37 -3%
SIC
1302
Sterling Investment Counsel
New York
$246K
MW
1303
Marcum Wealth
Ohio
$245K -$4.32K -25 -2%
CIA
1304
Choate Investment Advisors
Massachusetts
$244K +$245K +1,417 New
PVI
1305
Pine Valley Investments
New Jersey
$244K +$245K +1,416 New
BIP
1306
Blueprint Investment Partners
North Carolina
$244K -$214K -1,238 -47%
SA
1307
Syntax Advisors
New York
$244K -$12.3K -71 -5%
VCG
1308
Vantage Consulting Group
Virginia
$244K -$12.3K -71 -5%
MRCM
1309
M&R Capital Management
New Jersey
$243K
EW
1310
Evoke Wealth
California
$242K +$22.3K +129 +10%
CWS
1311
Confluence Wealth Services
Pennsylvania
$242K +$2.08K +12 +0.9%
CT
1312
Cambridge Trust
Massachusetts
$241K +$17.6K +102 +8%
KIG
1313
Kennedy Investment Group
New Jersey
$241K +$242K +1,399 New
T
1314
TCWP
Ohio
$240K -$131K -757 -35%
CS
1315
Cannell & Spears
New York
$240K +$241K +1,392 New
CFO
1316
CVA Family Office
Colorado
$240K +$1.56K +9 +0.7%
EA
1317
Echo45 Advisors
California
$239K -$15.9K -92 -6%
IAIM
1318
International Assets Investment Management
Florida
$238K +$3.98K +23 +2%
CWM
1319
Cahaba Wealth Management
Georgia
$238K -$32K -185 -12%
EWM
1320
Empirical Wealth Management
Washington
$236K -$102K -588 -30%
PJSIMP
1321
P.J. Schmidt Investment Management (PJS)
Wisconsin
$236K -$15.6K -90 -7%
LOPW
1322
Live Oak Private Wealth
North Carolina
$235K +$236K +1,364 New
BFO
1323
Biltmore Family Office
North Carolina
$234K -$473K -2,736 -67%
TA
1324
TrueWealth Advisors
Alabama
$234K +$6.57K +38 +3%
TCA
1325
Transcend Capital Advisors
New Jersey
$233K -$5.71K -33 -2%