We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1301
Outlook Wealth Advisors
Texas
$536K -$56.3K -54 -10%
PWP
1302
Pursue Wealth Partners
California
$535K – – –
PM
1303
Pembroke Management
Quebec, Canada
$532K +$64.7K +62 +14%
AC
1304
Apella Capital
Connecticut
$531K +$5.22K +5 +1%
TA
1305
TFB Advisors
Kansas
$531K +$17.7K +17 +4%
VVP
1306
Venture Visionary Partners
Ohio
$527K -$869K -833 -63%
LCM
1307
Lazari Capital Management
California
$527K +$6.26K +6 +1%
HBCM
1308
Heron Bay Capital Management
Michigan
$527K +$19.8K +19 +4%
LWM
1309
LJI Wealth Management
Indiana
$527K – – –
MPPLM
1310
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$526K +$513K +492 New
RG
1311
Rathbones Group
United Kingdom
$525K -$324K -311 -39%
AFA
1312
Arlington Financial Advisors
California
$524K -$5.22K -5 -1%
BCG
1313
Breakwater Capital Group
New Jersey
$523K – – –
CCM
1314
Cohen Capital Management
California
$521K – – –
SFC
1315
SYM Financial Corp
Indiana
$520K -$2.09K -2 -0.4%
AIM
1316
Advyzon Investment Management
Illinois
$519K +$506K +485 New
GAM
1317
Gotham Asset Management
New York
$518K +$173K +166 +52%
AFW
1318
Avantra Family Wealth
Pennsylvania
$515K +$15.6K +15 +3%
SAM
1319
Secure Asset Management
Michigan
$514K – – –
APM
1320
a16z Perennial Management
California
$511K – – –
FC
1321
Farringdon Capital
United Kingdom
$509K +$203K +195 +69%
LF
1322
LifeSteps Financial
California
$508K – – –
MGI
1323
Miller Global Investments
Texas
$508K +$495K +475 New
FWI
1324
Facet Wealth Inc
Maryland
$503K +$368K +353 New
CFO
1325
CVA Family Office
Colorado
$501K – – –