We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
1501
Wealthspire Advisors (New York)
New York
$641K -$736K -3,203 -55%
MF
1502
Montis Financial
Massachusetts
$637K
HWM
1503
Hemington Wealth Management
Virginia
$637K +$298K +1,297 +97%
FHA
1504
Flagship Harbor Advisors
Massachusetts
$636K -$48.3K -210 -7%
PCMM
1505
Piedmont Capital Management (Montana)
Montana
$636K +$154K +671 +35%
PL
1506
Plancorp LLC
Missouri
$635K +$20.4K +89 +4%
WP
1507
Waycross Partners
Kentucky
$629K
Jones Financial Companies
1508
Jones Financial Companies
Missouri
$628K -$24.8K -108 -4%
CFA
1509
Capstone Financial Advisors
Illinois
$627K +$2.3K +10 +0.4%
FANJ
1510
Financial Architects (New Jersey)
New Jersey
$626K -$11.5K -50 -2%
ACM
1511
Armbruster Capital Management
New York
$626K +$8.04K +35 +1%
AWG
1512
Altus Wealth Group
Colorado
$625K -$2.99K -13 -0.5%
MIA
1513
MainStreet Investment Advisors
Illinois
$625K +$32.6K +142 +6%
WFA
1514
Wellspring Financial Advisors
Ohio
$624K +$13.6K +59 +2%
Jacobs Levy Equity Management
1515
Jacobs Levy Equity Management
New Jersey
$624K +$593K +2,580 New
AWA
1516
Arkadios Wealth Advisors
Georgia
$622K -$184K -801 -24%
KFS
1517
Kurt F. Somerville
$622K
SWA
1518
Sutton Wealth Advisors
Florida
$621K +$3.22K +14 +0.5%
SWA
1519
SFMG Wealth Advisors
Texas
$621K -$55.6K -242 -9%
DWM
1520
Dakota Wealth Management
Florida
$621K +$590K +2,567 New
HA
1521
Harfst & Associates
Wyoming
$619K +$69.8K +304 +13%
MYLI
1522
Meiji Yasuda Life Insurance
Japan
$618K -$237K -1,030 -29%
DG
1523
DMC Group
Alabama
$618K -$83.6K -364 -13%
CIM
1524
CIM Investment Management
Pennsylvania
$618K -$460 -2 -0.1%
MOS
1525
MGO One Seven
Ohio
$618K +$33.8K +147 +6%