We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
801
Venturi Wealth Management
Texas
$849K -$234K -2,224 -23%
PWW
802
Pettyjohn Wood & White
Virginia
$847K – – –
CSA
803
Cottage Street Advisors
Massachusetts
$844K – – –
Tema ETFs
804
Tema ETFs
New York
$844K +$794K +7,555 New
AWA
805
Aaron Wealth Advisors
Illinois
$844K +$376K +3,575 +90%
Harbour Investments
806
Harbour Investments
Wisconsin
$838K +$69.2K +659 +10%
ECP
807
Epacria Capital Partners
Colorado
$838K – – –
RC
808
Rexford Capital
Texas
$838K -$10.5K -100 -1%
HBK Sorce Advisory
809
HBK Sorce Advisory
Pennsylvania
$835K +$6.3K +60 +0.8%
CWA Asset Management Group
810
CWA Asset Management Group
Florida
$827K -$18.7K -178 -2%
IIM
811
Ipswich Investment Management
Massachusetts
$822K – – –
SHGA
812
Sand Hill Global Advisors
California
$821K – – –
RIA
813
Richwood Investment Advisors
Ohio
$820K -$2.63K -25 -0.3%
FWM
814
ForthRight Wealth Management
Georgia
$814K +$1.36K +13 +0.2%
Busey Bank
815
Busey Bank
Illinois
$802K +$210 +2 +0%
Gradient Investments
816
Gradient Investments
Minnesota
$799K +$1.68K +16 +0.2%
Voleon Capital Management
817
Voleon Capital Management
California
$796K -$428K -4,076 -36%
MC
818
Moors & Cabot
Massachusetts
$793K -$735 -7 -0.1%
MMG
819
Monetary Management Group
Missouri
$787K – – –
Haverford Trust Company
820
Haverford Trust Company
Pennsylvania
$786K +$4.62K +44 +0.6%
NHT
821
New Hampshire Trust
New Hampshire
$785K – – –
EWM
822
Echo Wealth Management
Minnesota
$785K – – –
PA
823
PFG Advisors
Arizona
$785K +$117K +1,113 +19%
CCA
824
Checchi Capital Advisers
California
$774K -$16.1K -153 -2%
Brooklyn Investment Group
825
Brooklyn Investment Group
New York
$773K -$9.14K -87 -1%