We are live on ! Find out more
AAPL icon

Apple
AAPL

Name Holding Trade Value Shares
Change 		Change in
Stake
EPWM
3101
Essex Private Wealth Management
Massachusetts
$2.48M -$134K -907 -5%
SFP
3102
Sterling Financial Planning
New Jersey
$2.48M +$135K +916 +6%
PWA
3103
Phoenix Wealth Advisors
North Carolina
$2.47M -$6.18K -42 -0.2%
OCG
3104
Opus Capital Group
Ohio
$2.47M -$15.3K -104 -0.6%
SHWM
3105
Smith & Howard Wealth Management
Georgia
$2.46M -$29.3K -199 -1%
RRA
3106
Round Rock Advisors
Connecticut
$2.46M -$102K -694 -4%
RIS
3107
Retirement Income Solutions
Michigan
$2.44M -$16.8K -114 -0.7%
CS
3108
Capital Square
Tennessee
$2.44M +$34.2K +232 +1%
DM
3109
Delphi Management
Massachusetts
$2.43M -$115K -781 -4%
XSC
3110
X-Square Capital
Puerto Rico
$2.42M +$404K +2,744 +19%
USGIU
3111
U.S. Global Investors (USGI)
Texas
$2.42M – – –
NS
3112
Newman & Schimel
Illinois
$2.42M +$883 +6 +0%
UAM
3113
Unison Asset Management
Florida
$2.4M -$7.8K -53 -0.3%
TCMP
3114
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.4M +$101K +687 +4%
HCM
3115
HMS Capital Management
Tennessee
$2.4M -$421K -2,863 -14%
AWM
3116
Aprio Wealth Management
Georgia
$2.39M +$137K +928 +6%
PFC
3117
Poplar Forest Capital
California
$2.39M – – –
ADBIC
3118
A.D. Beadell Investment Counsel
Wisconsin
$2.39M -$14.7K -100 -0.6%
AWA
3119
Acorn Wealth Advisors
Michigan
$2.38M -$118K -801 -5%
OWA
3120
Opal Wealth Advisors
New York
$2.38M -$1.36M -9,237 -35%
SCM
3121
Stonehearth Capital Management
Massachusetts
$2.37M +$53.6K +364 +2%
RCC
3122
Red Cedar Capital
Nebraska
$2.37M – – –
MS
3123
Marshall & Sullivan
Washington
$2.36M +$289K +1,960 +13%
CAM
3124
Crestone Asset Management
Colorado
$2.35M +$197K +1,338 +9%
SSWG
3125
Seven Springs Wealth Group
Tennessee
$2.35M – – –
123 124
125
126 127