We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
1726
Brandywine Oak Private Wealth
Pennsylvania
$1.02M -$112K -852 -10%
DI
1727
Diligent Investors
California
$1.02M – – –
PWP
1728
Phillips Wealth Planners
Mississippi
$1.02M +$3.82K +29 +0.4%
WPP
1729
Whalerock Point Partners
Rhode Island
$1.02M +$1.45K +11 +0.1%
GIM
1730
Groesbeck Investment Management
New Jersey
$1.02M – – –
NFGCM
1731
Norman Fields Gottscho Capital Management
New York
$1.02M – – –
PTP
1732
Platform Technology Partners
New York
$1.02M -$25.8K -196 -3%
CWA
1733
Consilium Wealth Advisory
Texas
$1.01M +$479K +3,633 +95%
BI
1734
Bolthouse Investments
California
$1.01M – – –
HIS
1735
Harvest Investment Services
Illinois
$1.01M -$67.9K -515 -6%
Perpetual Ltd
1736
Perpetual Ltd
Australia
$1.01M -$330K -2,500 -25%
PSB
1737
Piscataqua Savings Bank
New Hampshire
$1M – – –
OWCM
1738
One Wealth Capital Management
Arizona
$1M -$1.05K -8 -0.1%
OC
1739
Oakworth Capital
Alabama
$1M -$59.3K -450 -6%
Foster Group
1740
Foster Group
Iowa
$1M +$25.4K +193 +3%
BWM
1741
BankPlus Wealth Management
Mississippi
$998K +$1.58K +12 +0.2%
OFA
1742
Oak Family Advisors
Illinois
$998K -$83.5K -633 -8%
Harvest Fund Management
1743
Harvest Fund Management
China
$996K +$174K +1,321 +22%
JWCA
1744
J.W. Coons Advisors
Ohio
$995K +$181K +1,375 +23%
VPP
1745
Vertex Planning Partners
Illinois
$994K +$2.37K +18 +0.2%
NA
1746
Nautilus Advisors
California
$991K +$264 +2 +0%
MMPW
1747
Mitchell McLeod Pugh & Williams
Alabama
$990K – – –
SIA
1748
Strategic Investment Advisors
Michigan
$989K -$20.7K -157 -2%
BF
1749
bLong Financial
Tennessee
$988K +$527 +4 +0.1%
Advisory Alpha
1750
Advisory Alpha
Michigan
$988K +$37.7K +286 +4%