We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DA
1751
Dillon & Associates
Michigan
$700K
AWM
1752
Allen Wealth Management
North Carolina
$699K -$75.7K -261 -10%
RIG
1753
RiverFront Investment Group
Virginia
$699K +$11.3K +39 +2%
BWP
1754
BSW Wealth Partners
Colorado
$697K +$4.93K +17 +0.7%
CW
1755
Code Waechter
Florida
$696K +$35.4K +122 +5%
BTI
1756
Blue Trust Inc
Georgia
$696K +$53.4K +184 +8%
SIG
1757
Spinnaker Investment Group
California
$691K -$20.3K -70 -3%
OHWA
1758
Oak Hill Wealth Advisors
Virginia
$691K
BHWM
1759
Bar Harbor Wealth Management
New Hampshire
$689K -$109K -375 -13%
CCFM
1760
Clear Creek Financial Management
Washington
$688K +$113K +390 +19%
WOSD
1761
WFA of San Diego
California
$687K
CA
1762
Cornerstone Advisory
Maryland
$685K +$1.74K +6 +0.2%
IA
1763
IFC Advisors
California
$685K +$11.6K +40 +2%
OWA
1764
Octavia Wealth Advisors
Ohio
$682K +$290K +1,000 +71%
WTFG
1765
Wells Trecaso Financial Group
Ohio
$681K -$73.7K -254 -10%
LWM
1766
Liberty Wealth Management
California
$679K +$7.25K +25 +1%
CIM
1767
CIM Investment Management
Pennsylvania
$678K -$714K -2,461 -51%
SACTSONJ
1768
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$677K -$377K -1,300 -35%
SRC
1769
Sage Rhino Capital
California
$677K +$290 +1 +0%
APWA
1770
Atlas Private Wealth Advisors
New Jersey
$677K -$732K -2,525 -51%
SFWA
1771
Summit Financial Wealth Advisors
Louisiana
$676K -$580 -2 -0.1%
BWM
1772
BankPlus Wealth Management
Mississippi
$674K +$40.9K +141 +6%
CAM
1773
CPA Asset Management
Florida
$672K
JGIA
1774
Jackson Grant Investment Advisers
Connecticut
$671K +$290 +1 +0%
WC
1775
Westerkirk Capital
$669K +$687K +2,370 New