We are live on ! Find out more
APP icon

Applovin
APP

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
901
Berger Financial Group
Minnesota
$730K +$39.2K +85 +9%
LA
902
LVW Advisors
New York
$724K +$464K +1,007 New
EI
903
Ellevest Inc
New York
$720K -$61.8K -134 -12%
BCFD
904
Boit C.F. David
$719K – – –
QFMHK
905
Q Fund Management (Hong Kong)
$719K – – –
IWM
906
IHT Wealth Management
Illinois
$713K +$457K +992 New
SW
907
Simplicity Wealth
New Jersey
$712K -$427K -925 -48%
PWG
908
Portside Wealth Group
Utah
$712K +$140K +303 +44%
TWM
909
Tradition Wealth Management
Minnesota
$711K -$317K -687 -41%
HSA
910
HBK Sorce Advisory
Pennsylvania
$701K -$62.3K -135 -10%
PIM
911
Provident Investment Management
Michigan
$699K +$449K +973 New
TCM
912
Traynor Capital Management
Pennsylvania
$698K +$150K +326 +50%
KIA
913
Knollwood Investment Advisory
Maryland
$698K -$12.9K -28 -3%
CAGAS
914
Capital Advisory Group Advisory Services
Minnesota
$694K +$38.3K +83 +9%
AFW
915
Avantra Family Wealth
Pennsylvania
$693K +$445K +965 New
PPWP
916
Premier Path Wealth Partners
New Jersey
$692K +$180K +391 +68%
IC
917
Inscription Capital
Texas
$688K +$94.1K +204 +27%
RWP
918
Revolve Wealth Partners
New Jersey
$686K +$15.7K +34 +4%
ALAM
919
Asahi Life Asset Management
Japan
$685K -$137K -297 -24%
QFA
920
Quantum Financial Advisors
California
$683K – – –
SIA
921
Soltis Investment Advisors
Utah
$681K +$35K +76 +9%
ORG
922
Optimist Retirement Group
Washington
$676K -$1.38K -3 -0.3%
CIS
923
Custom Index Systems
New York
$675K +$131K +283 +43%
KWM
924
Kingsview Wealth Management
Oregon
$668K +$27.7K +60 +7%
DCM
925
Dudley Capital Management
Virginia
$665K +$32.3K +70 +8%
35 36
37
38 39