We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1526
Strategy Asset Managers
California
$750K -$26.8K -100 -3%
FANJ
1527
Financial Architects (New Jersey)
New Jersey
$748K +$23.6K +88 +3%
T
1528
TOBAM
France
$744K
WC
1529
Westhampton Capital
North Carolina
$743K +$26.8K +100 +4%
CFG
1530
Carr Financial Group
Massachusetts
$743K +$759K +2,830 New
NP
1531
NorthRock Partners
Minnesota
$741K +$38.1K +142 +5%
PCMC
1532
Paragon Capital Management (Colorado)
Colorado
$741K
OHWA
1533
Oak Hill Wealth Advisors
Virginia
$739K +$754K +2,813 New
PWA
1534
Phoenix Wealth Advisors
North Carolina
$736K -$117K -436 -13%
PFBT
1535
Parkside Financial Bank & Trust
Missouri
$736K +$32.2K +120 +4%
BWP
1536
BSW Wealth Partners
Colorado
$735K +$51.7K +193 +7%
AP
1537
Arlington Partners
Alabama
$733K +$39.9K +149 +6%
ESCM
1538
Echo Street Capital Management
New York
$730K +$745K +2,781 New
DA
1539
Dillon & Associates
Michigan
$730K
WE
1540
Wealth Effects
Massachusetts
$730K -$53.3K -199 -7%
CGA
1541
Crescent Grove Advisors
Illinois
$729K +$3.22K +12 +0.4%
GKWIM
1542
Gerber Kawasaki Wealth & Investment Management
California
$727K -$50.9K -190 -6%
RAG
1543
RIA Advisory Group
Iowa
$727K +$742K +2,767 New
ZCA
1544
Zeke Capital Advisors
Pennsylvania
$725K -$191K -714 -21%
PAI
1545
Pittenger & Anderson Inc
Nebraska
$725K
BWA
1546
Burt Wealth Advisors
Maryland
$724K +$739K +2,755 New
EDRIA
1547
Edmonds Duncan Registered Investment Advisors
Kansas
$723K +$1.07K +4 +0.1%
WP
1548
Westmount Partners
California
$723K +$738K +2,753 New
CG
1549
Corundum Group
Colorado
$723K -$354K -1,322 -32%
EA
1550
Emerald Advisors
Washington
$719K -$48.5K -181 -6%