We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1626
Alera Investment Advisors
Illinois
$910K +$171K +1,710 +26%
CP
1627
Covenant Partners
Tennessee
$910K -$8.09K -81 -1%
PWAM
1628
Pinnacle West Asset Management
Wyoming
$909K +$20K +200 +2%
CA
1629
Claro Advisors
Massachusetts
$908K +$76.4K +765 +10%
EBA
1630
Eagle Bay Advisors
New York
$903K -$5.1K -51 -0.6%
HFAS
1631
Hummer Financial Advisory Services
Illinois
$901K
WCAMG
1632
Woodard & Company Asset Management Group
North Carolina
$901K
PPC
1633
Park Place Capital
Alabama
$900K -$14.8K -148 -2%
EIA
1634
Eldridge Investment Advisors
New Hampshire
$900K -$10.6K -106 -1%
EI
1635
Ellevest Inc
New York
$900K +$55.5K +555 +7%
MTIC
1636
Missouri Trust & Investment Company
Missouri
$898K -$216K -2,164 -21%
SWM
1637
Sendero Wealth Management
Texas
$897K
ITIM
1638
Indiana Trust & Investment Management
Indiana
$897K
BSHC
1639
Breed's Hill Capital
Massachusetts
$895K +$812K +8,131 New
IIC
1640
Integrated Investment Consultants
Michigan
$894K +$899 +9 +0.1%
PL
1641
Perpetual Ltd
Australia
$892K -$47.1K -471 -5%
TSW
1642
Three Seasons Wealth
Utah
$889K +$19.4K +194 +2%
RAM
1643
Ramirez Asset Management
New York
$889K
CWP
1644
CFM Wealth Partners
Texas
$887K -$20.5K -205 -2%
EFS
1645
Econ Financial Services
Pennsylvania
$887K -$899 -9 -0.1%
MMM
1646
Mendel Money Management
Illinois
$883K +$549K +5,491 +217%
PCM
1647
Penserra Capital Management
California
$883K -$168K -1,686 -17%
FW
1648
FirstPurpose Wealth
Utah
$882K +$185K +1,856 +30%
WEG
1649
World Equity Group
Illinois
$881K -$55.6K -556 -6%
BMCM
1650
Burns Matteson Capital Management
New York
$879K -$10.8K -108 -1%