We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HFO
676
Heritage Family Offices
Arizona
$722K -$91.8K -263 -11%
FFM
677
Forum Financial Management
Illinois
$720K +$127K +364 +22%
AWM
678
Apollon Wealth Management
South Carolina
$711K +$55.9K +160 +9%
TIM
679
Thompson Investment Management
Wisconsin
$706K
SOW
680
State of Wyoming
Wyoming
$705K +$12.9K +37 +2%
FCP
681
Fidelis Capital Partners
Florida
$704K -$28.3K -81 -4%
GAM
682
Generali Asset Management
Italy
$702K -$90.4K -259 -12%
FTWA
683
Fifth Third Wealth Advisors
Ohio
$702K -$31.1K -89 -4%
SC
684
Saturna Capital
Washington
$702K
VVP
685
Venture Visionary Partners
Ohio
$702K +$445K +1,274 +178%
MFS
686
Mirabella Financial Services
United Kingdom
$702K +$694K +1,988 New
DWM
687
Dakota Wealth Management
Florida
$699K +$40.5K +116 +6%
PA
688
Parallel Advisors
California
$693K -$12.2K -35 -2%
MMA
689
Miracle Mile Advisors
California
$687K +$3.14K +9 +0.5%
JRPIM
690
Journey Retirement Planning & Investment Management
Idaho
$687K +$680K +1,948 New
HW
691
Hancock Whitney
Mississippi
$684K -$14K -40 -2%
SVWAG
692
Sound View Wealth Advisors Group
Georgia
$683K +$10.1K +29 +2%
RWM
693
Ritholtz Wealth Management
New York
$682K -$30.4K -87 -4%
Luther King Capital Management (LKCM)
694
Luther King Capital Management (LKCM)
Texas
$673K
SIA
695
Soltis Investment Advisors
Utah
$671K -$163K -468 -20%
RWMG
696
Redwood Wealth Management Group
New Jersey
$670K -$134K -384 -17%
LAM
697
Lountzis Asset Management
Pennsylvania
$670K
RW
698
Rede Wealth
Virginia
$670K +$663K +1,898 New
CIA
699
Capital Investment Advisors
Georgia
$664K +$11.5K +33 +2%
GG
700
Greenwood Gearhart
Arkansas
$661K -$353K -1,010 -35%