We are live on ! Find out more
AAPL icon

Apple
AAPL

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
3526
McNamara Financial Services
Massachusetts
$788K – – –
PWS
3527
Paragon Wealth Strategies
Florida
$788K +$24.3K +202 +4%
FEM
3528
Fulcrum Equity Management
Texas
$776K +$236K +1,964 +51%
CM
3529
Capula Management
Cayman Islands
$774K +$702K +5,834 New
SF
3530
Summit Financial
New Jersey
$774K +$701K +5,831 New
KTA
3531
Keeley-Teton Advisors
Illinois
$772K +$174K +1,450 +33%
T
3532
TrueFG
Texas
$769K -$68.3K -568 -9%
BBA
3533
Braun-Bostich & Associates
Pennsylvania
$758K -$295K -2,456 -30%
IFO
3534
Independent Family Office
New York
$757K +$43.9K +365 +7%
OEP
3535
Ocean Endowment Partners
Illinois
$755K -$217K -1,808 -38%
DA
3536
DSC Advisors
Illinois
$755K -$37.2K -309 -5%
GPA
3537
Guidance Point Advisors
Massachusetts
$748K +$75.9K +631 +13%
PFA
3538
Peak Financial Advisors
Colorado
$748K +$678K +5,640 New
IWP
3539
IAG Wealth Partners
Wisconsin
$746K +$97.5K +811 +17%
JC
3540
Jentner Corp
Ohio
$745K -$33.9K -282 -5%
PWS
3541
Precision Wealth Strategies
Missouri
$744K +$674K +5,606 New
CI
3542
CAZ Investments
Texas
$743K – – –
GC
3543
Gruss & Co
Florida
$743K +$204K +1,700 +44%
HCA
3544
Hyperion Capital Advisors
New York
$739K +$180K +1,500 +37%
ESCM
3545
Echo Street Capital Management
New York
$735K +$666K +5,540 New
WG
3546
Watchman Group
Texas
$732K -$51.5K -428 -7%
TC
3547
Tatro Capital
Kentucky
$731K +$87.7K +729 +15%
FGAM
3548
Financial Gravity Asset Management
Texas
$731K +$655K +5,448 New
SA
3549
Springowl Associates
New York
$730K +$662K +5,500 New
LWIC
3550
Leith Wheeler Investment Counsel
British Columbia, Canada
$729K – – –
140 141
142
143 144