We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
1551
First Personal Financial Services
North Carolina
$1.16M -$715K -10,000 -38%
OWP
1552
Obermeyer Wealth Partners
Colorado
$1.16M +$58.6K +820 +5%
NHC
1553
Nicholas Hoffman & Company
Georgia
$1.16M +$68.7K +960 +6%
AIM
1554
Assured Investment Management
New York
$1.16M -$4.36M -61,000 -79%
F
1555
Filament
Washington
$1.15M +$536K +7,500 +89%
TIP
1556
Torray Investment Partners
Maryland
$1.15M +$575K +8,040 +102%
CRIG
1557
Charter Research & Investment Group
Connecticut
$1.15M
PV
1558
Private Vista
Illinois
$1.15M +$363K +5,080 +47%
MC
1559
Miles Capital
Iowa
$1.15M +$65.8K +920 +6%
PIM
1560
Partner Investment Management
California
$1.15M -$10K -140 -0.9%
UWM
1561
USAdvisors Wealth Management
Minnesota
$1.14M -$75.8K -1,060 -6%
CA
1562
Corrado Advisors
New Jersey
$1.13M +$602K +8,420 +117%
CCT
1563
Country Club Trust
Missouri
$1.13M +$102K +1,420 +10%
FWP
1564
FAS Wealth Partners
Kansas
$1.13M +$133K +1,860 +14%
Dodge & Cox
1565
Dodge & Cox
California
$1.13M -$71.5K -1,000 -6%
JCM
1566
Jacobi Capital Management
Pennsylvania
$1.13M +$412K +5,760 +54%
ACP
1567
Arcus Capital Partners
Georgia
$1.12M -$60.1K -840 -5%
NWS
1568
Newport Wealth Strategies
California
$1.12M +$2.86K +40 +0.3%
SP
1569
Successful Portfolios
Florida
$1.12M +$37.2K +520 +3%
CAW
1570
Cornerstone Advisors (Washington)
Washington
$1.12M +$180K +2,520 +20%
IFA
1571
Interactive Financial Advisors
Illinois
$1.12M +$920K +12,860 +502%
FC
1572
Fulcrum Capital
Washington
$1.11M +$7.15K +100 +0.7%
MGAM
1573
McGowan Group Asset Management
Texas
$1.11M +$18.6K +260 +2%
MWA
1574
MFA Wealth Advisors
Pennsylvania
$1.11M -$41.5K -580 -4%
CWM
1575
Confluence Wealth Management
Oregon
$1.09M +$601K +8,400 +125%