We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VST
1901
Van Strum & Towne
California
$282K
VCM
1902
Vigilant Capital Management
Maine
$282K +$11.8K +29 +4%
MPW
1903
Monterey Private Wealth
California
$282K +$21.6K +53 +7%
KWA
1904
KCS Wealth Advisory
California
$280K
SA
1905
Strategic Advisors
New York
$280K
FNBSF
1906
First National Bank Sioux Falls
South Dakota
$280K +$4.88K +12 +2%
FL
1907
Fort LP
Maryland
$279K -$501K -1,231 -62%
ZIM
1908
Zacks Investment Management
Illinois
$279K -$245K -601 -44%
PSP
1909
Principal Street Partners
Tennessee
$277K -$125K -307 -29%
CCM
1910
Carlson Capital Management
Minnesota
$277K +$34.2K +84 +12%
MGAM
1911
McGowan Group Asset Management
Texas
$276K +$23.6K +58 +8%
SHGA
1912
Sand Hill Global Advisors
California
$275K -$5.7K -14 -2%
CA
1913
Centerpoint Advisors
Massachusetts
$275K
SCS
1914
Syquant Capital SAS
France
$275K
AC
1915
Apella Capital
Connecticut
$275K +$120K +296 +65%
CCM
1916
Community Capital Management
Florida
$275K +$305K +750 New
BB
1917
Berkshire Bank
Massachusetts
$274K +$48K +118 +19%
EAM
1918
Empirical Asset Management
Massachusetts
$273K +$303K +745 New
WCWM
1919
Willow Creek Wealth Management
California
$272K +$29.3K +72 +11%
PFA
1920
Pathway Financial Advisors
Vermont
$271K
FANJ
1921
Financial Architects (New Jersey)
New Jersey
$270K +$97.3K +239 +48%
CWP
1922
Curated Wealth Partners
California
$269K -$63.5K -156 -18%
ZIG
1923
Zullo Investment Group
Pennsylvania
$269K +$2.04K +5 +0.7%
GCP
1924
GSA Capital Partners
United Kingdom
$268K +$298K +733 New
LFA
1925
Legacy Financial Advisors
Kentucky
$267K -$109K -267 -27%