We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1901
Aprio Wealth Management
Georgia
$14.7M +$980K +3,904 +7%
PWG
1902
Portside Wealth Group
Utah
$14.7M +$158K +628 +1%
SC
1903
Scholtz & Company
Connecticut
$14.7M -$805K -3,208 -5%
RCM
1904
Rockbridge Capital Management
Virginia
$14.6M +$17.6K +70 +0.1%
NONA
1905
Ninety One North America
New York
$14.6M +$2.3M +9,181 +18%
ST
1906
Smithfield Trust
Pennsylvania
$14.6M +$1.43M +5,692 +10%
SMTF
1907
Sphera Management Technology Funds
Israel
$14.6M -$25.1K -100 -0.2%
CIG
1908
Consolidated Investment Group
Colorado
$14.6M
API
1909
Asset Planning Inc
California
$14.6M -$558K -2,222 -4%
PA
1910
PFG Advisors
Arizona
$14.6M -$1.95M -7,773 -11%
GBT
1911
Grove Bank & Trust
Florida
$14.5M +$749K +2,982 +5%
VCP
1912
Varenne Capital Partners
France
$14.5M +$15.3M +61,050 New
MAP
1913
Managed Asset Portfolios
Michigan
$14.5M +$15.3M +60,880 New
VSI
1914
Verde Servicos Internacionais
Brazil
$14.5M -$4.06M -16,162 -21%
HAC
1915
Harbor Advisory Corp
New Hampshire
$14.5M -$272K -1,085 -2%
GWP
1916
Gateway Wealth Partners
Wisconsin
$14.5M -$10.3M -41,212 -40%
SGDR
1917
SPX Gestao de Recursos
Brazil
$14.5M -$475K -1,894 -3%
TNBTD
1918
Trustmark National Bank Trust Department
Mississippi
$14.5M +$1M +3,993 +7%
KF
1919
KKM Financial
Illinois
$14.5M +$7.58M +30,193 +111%
FFA
1920
Fragasso Financial Advisors
Pennsylvania
$14.4M -$108K -429 -0.7%
WCM
1921
Westend Capital Management
California
$14.4M +$1.21M +4,819 +9%
FSG
1922
Financial Strategies Group
Michigan
$14.4M +$72.3K +288 +0.5%
PP
1923
Patten & Patten
Tennessee
$14.4M +$227K +906 +2%
PFGIA
1924
Patriot Financial Group Insurance Agency
Massachusetts
$14.4M -$14.5M -57,630 -49%
STAS
1925
Strong Tower Advisory Services
Minnesota
$14.4M +$137K +545 +0.9%