We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Avior Wealth Management
1151
Avior Wealth Management
Nebraska
$52.5M -$4.84M -16,904 -9%
Sargent Investment Group
1152
Sargent Investment Group
Maryland
$52.5M +$1.4M +4,902 +3%
Financial Engines Advisors
1153
Financial Engines Advisors
California
$52.4M -$398K -1,391 -0.8%
Stokes Family Office
1154
Stokes Family Office
Louisiana
$52.4M -$4.02M -14,044 -7%
Rice Partnership
1155
Rice Partnership
Hawaii
$52.3M -$1.7M -5,946 -3%
ARS Wealth Advisors Group
1156
ARS Wealth Advisors Group
Florida
$51.8M +$386K +1,348 +0.8%
CANC
1157
Culbertson A N & Co
Virginia
$51.5M -$349K -1,221 -0.7%
Morningstar Investment Management
1158
Morningstar Investment Management
Illinois
$51.5M – – –
Wellspring Financial Advisors
1159
Wellspring Financial Advisors
Ohio
$51.5M -$352K -1,230 -0.7%
Amica Mutual Insurance
1160
Amica Mutual Insurance
Rhode Island
$51.4M -$2.28M -7,978 -4%
Nations Financial Group
1161
Nations Financial Group
Iowa
$51.4M +$1.76M +6,165 +4%
Texas Yale Capital Corp
1162
Texas Yale Capital Corp
Florida
$51.3M -$568K -1,987 -1%
Estabrook Capital Management
1163
Estabrook Capital Management
New York
$51.3M -$654K -2,287 -1%
NAMP
1164
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$51.2M -$421K -1,472 -0.9%
Tompkins Financial
1165
Tompkins Financial
New York
$51.2M -$1.23M -4,314 -2%
SageView Advisory Group
1166
SageView Advisory Group
California
$51.1M -$614K -2,148 -1%
Sloy Dahl & Holst
1167
Sloy Dahl & Holst
Washington
$51.1M +$318K +1,111 +0.6%
AMCA
1168
Arthur M. Cohen & Associates
Illinois
$51.1M +$2.92M +10,203 +6%
Connors Investor Services
1169
Connors Investor Services
Pennsylvania
$51M -$5.58M -19,503 -10%
GAM Holding
1170
GAM Holding
Switzerland
$50.9M -$3.38M -11,832 -6%
CLA (CliftonLarsonAllen) Wealth Advisors
1171
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50.8M +$1.69M +5,893 +3%
Oakmont Corp
1172
Oakmont Corp
California
$50.8M -$6.57M -22,970 -12%
Penn Davis McFarland
1173
Penn Davis McFarland
Texas
$50.8M -$1.13M -3,937 -2%
Hendershot Investments
1174
Hendershot Investments
Virginia
$50.6M -$711K -2,484 -1%
Shared Vision Wealth Group
1175
Shared Vision Wealth Group
United States
$50.4M +$6.29K +22 +0%