We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
1751
Nicolet Advisory Services
Wisconsin
$4.71M +$1.26M +13,035 +39%
CA
1752
Crewe Advisors
Utah
$4.71M +$79K +818 +2%
BP
1753
BBR Partners
New York
$4.71M -$84.1K -870 -2%
TWA
1754
TCI Wealth Advisors
Arizona
$4.7M -$86.8K -898 -2%
MJP
1755
Michael J. Puzo
$4.69M +$764K +7,907 +21%
1IA
1756
1834 Investment Advisors
Wisconsin
$4.69M +$1.44M +14,945 +49%
PCM
1757
Pinnbrook Capital Management
New York
$4.69M +$4.38M +45,366 New
NRS
1758
Neville Rodie & Shaw
New York
$4.68M -$403K -4,170 -8%
HT
1759
Heritage Trust
Oklahoma
$4.67M -$163K -1,682 -4%
S2L
1760
Sparta 24 Ltd
Israel
$4.67M +$2.92M +30,200 +201%
IA
1761
Insight Advisors
Pennsylvania
$4.67M -$912K -9,439 -17%
AG
1762
Ascent Group
Virginia
$4.66M +$332K +3,432 +8%
ZIG
1763
Zullo Investment Group
Pennsylvania
$4.66M +$139K +1,443 +3%
AC
1764
Arjuna Capital
North Carolina
$4.65M -$1.2M -12,467 -22%
TAM
1765
Titleist Asset Management
Texas
$4.64M +$4.34M +44,933 New
WWC
1766
Waypoint Wealth Counsel
Georgia
$4.62M -$138K -1,424 -3%
RPWA
1767
Regent Peak Wealth Advisors
Georgia
$4.62M -$244K -2,528 -5%
RCM
1768
RNC Capital Management
California
$4.62M +$124K +1,280 +3%
SCG
1769
Sonata Capital Group
Washington
$4.61M -$531K -5,500 -11%
PWW
1770
Pettyjohn Wood & White
Virginia
$4.6M +$112K +1,164 +3%
CCG
1771
Cloverfields Capital Group
Minnesota
$4.6M +$1.02M +10,529 +31%
PAA
1772
Peregrine Asset Advisers
Oregon
$4.6M +$3.56M +36,872 +481%
EAM
1773
EFG Asset Management
Oregon
$4.6M -$282K -2,915 -6%
MWA
1774
Martel Wealth Advisors
Washington
$4.6M
VT
1775
Vise Technologies
New York
$4.58M +$718K +7,434 +20%