We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WC
1101
Waterloo Capital
Texas
$362K +$36.7K +319 +12%
IA
1102
IFP Advisors
Florida
$362K -$717K -6,232 -67%
AR
1103
Apeiron RIA
Texas
$361K +$13.6K +118 +4%
WAM
1104
WNY Asset Management
New York
$360K – – –
CBA
1105
Coastal Bridge Advisors
Connecticut
$359K -$3.8K -33 -1%
PAM
1106
Pegasus Asset Management
New York
$358K – – –
FNFDCM
1107
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$358K – – –
TCOTS
1108
Trust Company of the South
North Carolina
$357K – – –
LA
1109
Legacy Advisors
Pennsylvania
$355K +$349K +3,030 New
PIA
1110
Perennial Investment Advisors
California
$355K +$1.96K +17 +0.6%
NWA
1111
Navis Wealth Advisors
New York
$355K – – –
VWA
1112
Visionary Wealth Advisors
Illinois
$353K +$1.73K +15 +0.5%
CFA
1113
Churchill Financial Advisors
Kentucky
$352K -$6.91K -60 -2%
HKAM
1114
Horizon Kinetics Asset Management
New York
$352K – – –
SFG
1115
Sather Financial Group
Texas
$352K – – –
BAM
1116
Berkshire Asset Management
Pennsylvania
$349K -$4.26K -37 -1%
SFWA
1117
Summit Financial Wealth Advisors
Louisiana
$348K +$19.9K +173 +6%
FCAS
1118
First Command Advisory Services
Texas
$346K -$39.4K -342 -10%
IPW
1119
Invictus Private Wealth
Colorado
$345K -$5.99K -52 -2%
DAM
1120
Delta Asset Management
Tennessee
$345K -$576 -5 -0.2%
DWML
1121
Decker Wealth Management LLC
Tennessee
$345K – – –
SACTSONJ
1122
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$344K -$29.5K -256 -8%
KTC
1123
Kentucky Trust Company
Kentucky
$344K – – –
CPC
1124
Consolidated Planning Corp
Georgia
$344K -$10.2K -89 -3%
OC
1125
Oakworth Capital
Alabama
$342K -$4.61K -40 -1%