We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MIP
2851
Marietta Investment Partners
Wisconsin
$1.93M +$345K +2,575 +20%
AOWM
2852
Alpha Omega Wealth Management
Virginia
$1.93M -$12.3K -92 -0.6%
SFI
2853
SPC Financial Inc
Maryland
$1.93M -$59K -440 -3%
OFS
2854
OneAscent Financial Services
Alabama
$1.92M +$2.03M +15,138 New
FA
2855
Fiducient Advisors
Illinois
$1.92M +$1.82M +13,556 +860%
OAM
2856
Oak Asset Management
California
$1.92M
ARC
2857
Advisor Resource Council
Texas
$1.92M -$53.6K -400 -3%
FFG
2858
Fortem Financial Group
California
$1.92M +$607K +4,529 +43%
W
2859
Wealthquest
Ohio
$1.92M -$2.55K -19 -0.1%
WA
2860
Wealth Architects
California
$1.92M +$28.9K +216 +1%
SIM
2861
Studio Investment Management
Illinois
$1.92M -$349K -2,606 -15%
KPWG
2862
KFA Private Wealth Group
Virginia
$1.92M +$16.6K +124 +0.8%
IC
2863
Iconiq Capital
California
$1.91M +$74.2K +554 +4%
Legacy Financial Group (Iowa)
2864
Legacy Financial Group (Iowa)
Iowa
$1.91M +$17.4K +130 +0.9%
TA
2865
Trivest Advisors
Hong Kong
$1.91M -$283M -2,115,120 -99%
PIC
2866
PCJ Investment Counsel
Ontario, Canada
$1.91M +$1M +7,500 +100%
NRC
2867
New Republic Capital
North Carolina
$1.9M -$104K -776 -5%
GPI
2868
General Partner Inc
Pennsylvania
$1.9M
VP
2869
Verum Partners
North Carolina
$1.9M +$120K +896 +6%
HC
2870
Hendley & Co
Ohio
$1.9M -$2.01K -15 -0.1%
JAG
2871
Journey Advisory Group
Kentucky
$1.89M -$39.9K -298 -2%
V
2872
VeraBank
Texas
$1.89M +$32.2K +240 +2%
IIM
2873
InTrack Investment Management
Vermont
$1.88M -$43.1K -322 -2%
CAMV
2874
Concord Asset Management (Virginia)
Virginia
$1.88M +$218K +1,625 +12%
WDL
2875
Well Done LLC
Michigan
$1.88M +$100K +749 +5%