We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
726
Golden State Equity Partners
California
$994K +$298K +2,929 +49%
BJL
727
Brighton Jones LLC
Washington
$991K +$139K +1,371 +18%
DIA
728
Dana Investment Advisors
Wisconsin
$989K – – –
PCA
729
Prosperity Capital Advisors
Ohio
$988K +$163K +1,601 +22%
EWA
730
Etesian Wealth Advisors
Oregon
$984K -$55.9K -550 -6%
TFA
731
Transamerica Financial Advisors
Florida
$979K +$889K +8,752 New
CA
732
Clearstead Advisors
Ohio
$977K +$239K +2,348 +37%
FWP
733
Firethorn Wealth Partners
Georgia
$977K +$3.86K +38 +0.4%
PWAM
734
Pinnacle West Asset Management
Wyoming
$974K -$40.7K -400 -4%
BCM
735
Becker Capital Management
Oregon
$972K -$2.54K -25 -0.3%
GI
736
Gradient Investments
Minnesota
$971K -$73K -718 -8%
CPWA
737
Cerro Pacific Wealth Advisors
California
$965K – – –
CM
738
Cornerstone Management
Georgia
$964K – – –
AWA
739
Adapt Wealth Advisors
Georgia
$959K +$183K +1,800 +27%
HI
740
Horizon Investments
North Carolina
$954K -$36.7K -361 -4%
PA
741
Parallel Advisors
California
$949K +$40.3K +397 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
742
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$945K -$14.5M -143,082 -94%
SFSG
743
Sound Financial Strategies Group
Mississippi
$938K -$4.57K -45 -0.5%
TFS
744
Thoroughbred Financial Services
Tennessee
$936K +$38.5K +379 +5%
FFM
745
Forum Financial Management
Illinois
$933K +$711 +7 +0.1%
VIM
746
Vinva Investment Management
Australia
$930K +$855K +8,411 New
PA
747
Profund Advisors
Maryland
$930K +$81K +797 +11%
Federated Hermes
748
Federated Hermes
Pennsylvania
$919K -$993K -9,767 -54%
BIAS
749
Beacon Investment Advisory Services
New Jersey
$906K +$102 +1 +0%
KP
750
Keel Point
Alabama
$904K +$5.18K +51 +0.6%