We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ECAM
1851
East Coast Asset Management
Massachusetts
$12.7M -$720K -3,517 -6%
SFS
1852
Searcy Financial Services
Kansas
$12.7M -$511K -2,499 -4%
WG
1853
Welch Group
Alabama
$12.7M +$320K +1,564 +3%
FMWA
1854
Forvis Mazars Wealth Advisors
Missouri
$12.7M +$193K +943 +2%
TWM
1855
Tradition Wealth Management
Minnesota
$12.7M +$448K +2,188 +4%
FPCP
1856
Fort Point Capital Partners
California
$12.7M +$65.3K +319 +0.6%
GU
1857
Georgetown University
District of Columbia
$12.7M
NCGI
1858
Next Century Growth Investors
Minnesota
$12.6M +$1.49M +7,283 +14%
BWS
1859
Buck Wealth Strategies
Colorado
$12.6M +$2.48M +12,143 +27%
BHPW
1860
Beverly Hills Private Wealth
California
$12.6M +$136K +666 +1%
AC
1861
Asio Capital
Kentucky
$12.6M -$64.2K -314 -0.5%
CI
1862
Conning Inc
Connecticut
$12.6M -$539K -2,633 -4%
SC
1863
Syon Capital
California
$12.6M +$2.68M +13,101 +30%
RWA
1864
Roberts Wealth Advisors
California
$12.6M -$80K -391 -0.7%
IAM
1865
Infusive Asset Management
New York
$12.6M -$6.31M -30,826 -35%
JFGIW
1866
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.6M +$162K +794 +2%
GEA
1867
Glen Eagle Advisors
New Jersey
$12.5M +$42.1K +206 +0.4%
PTB
1868
Pioneer Trust Bank
Oregon
$12.5M +$191K +935 +2%
CIG
1869
Consolidated Investment Group
Colorado
$12.5M
KLWA
1870
Kelly Lawrence W & Associates
California
$12.5M +$30.7K +150 +0.3%
SMTF
1871
Sphera Management Technology Funds
Israel
$12.5M +$11.7M +57,050 New
HH
1872
HWG Holdings
Texas
$12.5M +$158K +771 +1%
AWAU
1873
Alliance Wealth Advisors (Utah)
Utah
$12.5M -$3.07M -15,025 -21%
PWS
1874
Peterson Wealth Services
Utah
$12.4M -$17.8K -87 -0.2%
SBWIC
1875
Schaper Benz & Wise Investment Counsel
Wisconsin
$12.4M +$259K +1,268 +2%