We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1251
Pure Financial Advisors
California
$35.9M -$1.02M -5,475 -3%
WA
1252
Wealth Architects
California
$35.8M +$8.4M +45,017 +36%
RA
1253
RFG Advisory
Alabama
$35.8M +$101K +539 +0.3%
ARAM
1254
Ardmore Road Asset Management
New York
$35.8M +$31.7M +170,000 New
P
1255
Pitcairn
Pennsylvania
$35.8M +$1.49M +7,986 +5%
NAS
1256
Nicolet Advisory Services
Wisconsin
$35.8M +$649K +3,478 +2%
SN
1257
Sittner & Nelson
Oregon
$35.8M -$49.6K -266 -0.2%
TAM
1258
Trust Asset Management
Texas
$35.7M
AMBIA
1259
Allen Mooney & Barnes Investment Advisors
Georgia
$35.7M +$7.73M +41,473 +32%
WP
1260
Westmount Partners
California
$35.7M -$520K -2,787 -2%
PIA
1261
Perennial Investment Advisors
California
$35.6M +$136K +728 +0.4%
BWM
1262
Buckley Wealth Management
Nevada
$35.6M +$200K +1,071 +0.6%
AAM
1263
Azzad Asset Management
Virginia
$35.5M -$989K -5,301 -3%
TTWM
1264
TCV Trust & Wealth Management
Virginia
$35.5M +$23.3K +125 +0.1%
PFBT
1265
Parkside Financial Bank & Trust
Missouri
$35.5M -$67.5K -362 -0.2%
BWA
1266
Bordeaux Wealth Advisors
California
$35.5M +$2.57M +13,807 +9%
BFIC
1267
Bedell Frazier Investment Counselling
California
$35.4M -$425K -2,281 -1%
MRCM
1268
M&R Capital Management
New Jersey
$35.4M -$359K -1,926 -1%
RCAG
1269
Rehmann Capital Advisory Group
Michigan
$35.4M +$2.84M +15,254 +10%
ACM
1270
Aquatic Capital Management
Illinois
$35.3M +$31.3M +167,800 New
FA
1271
Fiduciary Alliance
South Carolina
$35.3M +$2.25M +12,086 +8%
KC
1272
Knuff & Co
California
$35.3M +$1.12M +6,010 +4%
BFG
1273
Berger Financial Group
Minnesota
$35.3M -$597K -3,200 -2%
AHC
1274
Anderson Hoagland & Co
Missouri
$35.3M -$9.32K -50 -0%
1SB
1275
1ST Source Bank
Indiana
$35.1M -$291K -1,558 -0.9%