We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IA
826
IFC Advisors
California
$381K -$36.2K -100 -9%
Kestra Private Wealth Services
827
Kestra Private Wealth Services
Texas
$379K -$63.4K -175 -14%
FRM
828
Fox Run Management
Connecticut
$379K +$384K +1,061 New
SPC
829
Spirepoint Private Client
Florida
$375K – – –
WCG
830
Weaver Consulting Group
California
$374K -$24.6K -68 -6%
SCA
831
Sandy Cove Advisors
Massachusetts
$372K -$18.1K -50 -5%
OWP
832
ORG Wealth Partners
Texas
$372K +$48.6K +134 +15%
NDSI
833
Newman Dignan & Sheerar Inc
Rhode Island
$371K -$3.26K -9 -0.9%
Pinnacle Associates
834
Pinnacle Associates
New York
$370K +$61.6K +170 +20%
Bowen Hanes & Co
835
Bowen Hanes & Co
Florida
$369K – – –
MLFP
836
MPS Loria Financial Planners
Illinois
$367K – – –
CG
837
Cynosure Group
Utah
$367K +$372K +1,028 New
IWA
838
Inspirion Wealth Advisors
Illinois
$366K -$36.2K -100 -9%
TNA
839
True North Advisors
Texas
$361K +$101K +280 +38%
AA
840
Alta Advisers
United Kingdom
$360K – – –
EverSource Wealth Advisors
841
EverSource Wealth Advisors
Alabama
$360K +$32.2K +89 +10%
Chicago Partners Investment Group
842
Chicago Partners Investment Group
Illinois
$359K -$7.25K -20 -2%
Los Angeles Capital Management
843
Los Angeles Capital Management
California
$359K -$493K -1,362 -57%
GIM
844
Grassi Investment Management
California
$357K -$145K -400 -29%
OIA
845
Optimum Investment Advisors
Illinois
$357K – – –
WFA
846
Woodward Financial Advisors
North Carolina
$357K – – –
BWM
847
BlackDiamond Wealth Management
New York
$356K -$7.61K -21 -2%
Evergreen Capital Management
848
Evergreen Capital Management
Washington
$354K +$4.71K +13 +1%
CP
849
Creekside Partners
California
$350K – – –
Csenge Advisory Group
850
Csenge Advisory Group
Florida
$349K -$95.3K -263 -22%