We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1501
Bluesphere Advisors
Pennsylvania
$888K -$103K -200 -12%
VFA
1502
Valeo Financial Advisors
Indiana
$887K -$7.99M -15,510 -91%
MPI
1503
Mairs & Power Inc
Minnesota
$886K -$95.4K -185 -11%
AIM
1504
Aspen Investment Management
Michigan
$886K -$7.22K -14 -0.9%
WBG
1505
Wharton Business Group
Pennsylvania
$886K +$86.6K +168 +12%
MFP
1506
Meridian Financial Partners
Virginia
$885K +$25.3K +49 +3%
LWP
1507
Lumature Wealth Partners
Georgia
$884K +$23.2K +45 +3%
RPWA
1508
Regent Peak Wealth Advisors
Georgia
$872K +$15.5K +30 +2%
MCWS
1509
McKinley Carter Wealth Services
West Virginia
$870K -$16.5K -32 -2%
PFBT
1510
Parkside Financial Bank & Trust
Missouri
$866K +$515 +1 +0.1%
WCM
1511
Windward Capital Management
California
$865K +$9.28K +18 +1%
CB
1512
CNB Bank
Pennsylvania
$864K +$43.3K +84 +6%
SWM
1513
Sculati Wealth Management
Michigan
$863K +$93.3K +181 +14%
Walleye Capital
1514
Walleye Capital
New York
$861K -$160K -310 -17%
KA
1515
Kercheville Advisors
Texas
$861K +$43.8K +85 +6%
RFA
1516
Reilly Financial Advisors
California
$859K +$8.76K +17 +1%
Cohen & Steers
1517
Cohen & Steers
New York
$856K
TCM
1518
TimesSquare Capital Management
New York
$856K +$147K +286 +24%
CCC
1519
Crescent Capital Consulting
Louisiana
$851K -$194K -376 -21%
PCM
1520
Parsons Capital Management
Rhode Island
$851K +$75.8K +147 +11%
GFS
1521
GYL Financial Synergies
Connecticut
$844K +$14.4K +28 +2%
PFG
1522
PAX Financial Group
Texas
$843K -$23.7K -46 -3%
BCM
1523
BTR Capital Management
California
$843K
ALAM
1524
Asahi Life Asset Management
Japan
$840K -$10.3K -20 -1%
BAS
1525
Brown Advisory Securities
Maryland
$840K