We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TW
2576
Traveka Wealth
California
$234K +$225K +2,051 New
SIC
2577
SJS Investment Consulting
Ohio
$234K +$11.3K +103 +5%
JHP
2578
James Hambro & Partners
United Kingdom
$234K – – –
TFP
2579
Tilia Fiduciary Partners
North Carolina
$233K +$225K +2,048 New
JIC
2580
Joel Isaacson & Co
New York
$233K – – –
WAG
2581
Windsor Advisory Group
Ohio
$233K -$17.4K -159 -7%
Cohen & Steers
2582
Cohen & Steers
New York
$233K +$4.28K +39 +2%
BA
2583
Bristlecone Advisors
Washington
$233K -$17K -155 -7%
BIG
2584
Builder Investment Group
Georgia
$232K – – –
CA
2585
CGN Advisors
Kansas
$232K – – –
FI
2586
FWG Investments
Kentucky
$232K +$9.54K +87 +4%
FL
2587
FreeGulliver LLC
Louisiana
$231K -$97.1K -885 -30%
SI
2588
Saxon Interests
Texas
$231K -$13.9K -127 -6%
NCM
2589
Next Capital Management
New York
$231K +$223K +2,029 New
SFG
2590
Sather Financial Group
Texas
$231K – – –
HWM
2591
Hemington Wealth Management
Virginia
$231K +$2.85K +26 +1%
PFM
2592
Phillips Financial Management
Indiana
$231K -$67.5K -615 -23%
PCH
2593
PGIM Custom Harvest
New Jersey
$231K -$1.21K -11 -0.5%
EFP
2594
Elser Financial Planning
Indiana
$231K +$8.01K +73 +4%
AWM
2595
Austin Wealth Management
Texas
$230K -$2.19K -20 -1%
BFC
2596
Bedel Financial Consulting
Indiana
$230K -$768 -7 -0.3%
IWP
2597
Insight Wealth Partners
Texas
$229K -$61K -556 -22%
BA
2598
Ballast Advisors
Minnesota
$229K -$18.6K -170 -8%
EWA
2599
Emergent Wealth Advisors
New York
$228K +$219K +2,001 New
WCM
2600
Wisconsin Capital Management
Wisconsin
$228K – – –