We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PS
826
Principal Securities
Iowa
$253K +$278K +868 New
Fayez Sarofim & Co
827
Fayez Sarofim & Co
Texas
$252K -$219K -684 -46%
WA
828
Wealthstream Advisors
New York
$251K +$65.6K +205 +31%
KBFS
829
Kohmann Bosshard Financial Services
Ohio
$250K
NA
830
Navellier & Associates
Nevada
$249K
CFFP
831
Center for Financial Planning
Michigan
$248K
WF
832
Welch & Forbes
Massachusetts
$248K
HTHT
833
Hemenway Trust Hemenway Trust
New Hampshire
$247K
1WA
834
180 Wealth Advisors
Washington
$247K +$64.7K +202 +31%
WC
835
Waterloo Capital
Texas
$247K +$271K +847 New
BFEC
836
Benjamin F. Edwards & Company
Missouri
$246K +$271K +847 New
PP
837
PDS Planning
Ohio
$243K -$2.24K -7 -0.8%
VVP
838
Venture Visionary Partners
Ohio
$243K +$20.8K +65 +8%
PP
839
Paloma Partners
Connecticut
$241K +$265K +828 New
EFG
840
Everhart Financial Group
Ohio
$240K -$16K -50 -6%
AAP
841
Arax Advisory Partners
Colorado
$237K +$92.5K +289 +55%
RWA
842
River Wealth Advisors
Pennsylvania
$237K +$35.2K +110 +16%
FW
843
FirstPurpose Wealth
Utah
$237K -$1.6K -5 -0.6%
MAM
844
McLean Asset Management
Virginia
$235K -$8.64K -27 -3%
SFG
845
StrategIQ Financial Group
Indiana
$235K -$320 -1 -0.1%
SP
846
Systematic Portfolios
New York
$234K +$258K +805 New
CIS
847
Connors Investor Services
Pennsylvania
$233K
PC
848
Port Capital
Illinois
$233K +$23.4K +73 +10%
IA
849
Inspire Advisors
Idaho
$231K
CBFP
850
Cedar Brook Financial Partners
Ohio
$230K -$34.3K -107 -12%