We are live on ! Find out more
AMZN icon

Amazon
AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMG
3001
Levy Wealth Management Group
Pennsylvania
$990K +$970K +6,080 New
OWM
3002
OneAscent Wealth Management
Alabama
$990K +$970K +6,080 New
EWP
3003
Engrave Wealth Partners
Texas
$988K -$47.9K -300 -5%
HI
3004
Handelsinvest Investeringsforvaltning
Denmark
$984K -$367K -2,300 -28%
VCM
3005
Vivaldi Capital Management
Illinois
$980K +$182K +1,140 +23%
OPCM
3006
Osborne Partners Capital Management
California
$980K +$230K +1,440 +31%
AWAP
3007
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$980K +$961K +6,020 New
FFM
3008
FengHe Fund Management
Singapore
$980K +$961K +6,020 New
CI
3009
CAZ Investments
Texas
$977K – – –
SFG
3010
Summit Financial Group
West Virginia
$974K – – –
CWP
3011
Capital Wealth Planning
Florida
$971K -$772K -4,840 -45%
SFA
3012
Source Financial Advisors
New York
$971K +$951K +5,960 New
KIG
3013
Kowal Investment Group
Wisconsin
$971K +$993K +6,220 New
DWM
3014
Dorchester Wealth Management
Quebec, Canada
$967K -$166K -1,040 -15%
CAM
3015
Concorde Asset Management
Michigan
$967K +$437K +2,740 +86%
RCM
3016
Requisite Capital Management
Texas
$964K -$399K -2,500 -30%
RWM
3017
Reston Wealth Management
Virginia
$964K – – –
KCM
3018
Kanawha Capital Management
Virginia
$961K +$12.8K +80 +1%
RS
3019
Retirement Solution
Washington
$958K +$938K +5,880 New
TF
3020
TLWM Financial
Texas
$954K -$3.19K -20 -0.3%
DOA
3021
D'Orazio & Associates
Virginia
$951K +$9.57K +60 +1%
IIA
3022
ICW Investment Advisors
Arizona
$950K +$109K +680 +13%
BWM
3023
Biltmore Wealth Management
Arizona
$948K -$57.4K -360 -6%
CVM
3024
Cheviot Value Management
California
$948K +$12.8K +80 +1%
PFA
3025
Pettinga Financial Advisors
Indiana
$948K +$83K +520 +10%
119 120
121
122 123