We are live on ! Find out more
BA icon

Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1026
Prosperity Capital Advisors
Ohio
$772K +$108K +686 +19%
AIM
1027
Advyzon Investment Management
Illinois
$769K +$682K +4,346 New
APP
1028
Avantax Planning Partners
Iowa
$767K +$6.75K +43 +1%
AM
1029
AGF Management
Ontario, Canada
$766K +$680K +4,330 New
HWM
1030
Horizon Wealth Management
Illinois
$765K +$157K +1,000 +30%
WDG
1031
Wealth Dimensions Group
Ohio
$763K +$122K +780 +22%
WAAG
1032
Wealth Alliance Advisory Group
Kansas
$759K +$55.6K +354 +9%
AWM
1033
Aviso Wealth Management
Washington
$758K -$131K -832 -16%
AWE
1034
Avidian Wealth Enterprises
Texas
$758K +$26.8K +171 +4%
BWAM
1035
Boyd Watterson Asset Management
Ohio
$755K – – –
OBWG
1036
Onyx Bridge Wealth Group
New York
$749K -$197K -1,257 -23%
GDP
1037
Great Diamond Partners
Maine
$747K +$6.75K +43 +1%
NB
1038
Nicolet Bankshares
Wisconsin
$746K -$27.9K -178 -4%
DQRIM
1039
Dale Q Rice Investment Management
Washington
$745K +$660K +4,207 New
CAC
1040
Certified Advisory Corp
Florida
$745K -$18.5K -118 -3%
WCM
1041
Weik Capital Management
Pennsylvania
$743K -$49.9K -318 -7%
MFWP
1042
Mosaic Family Wealth Partners
Missouri
$743K -$50.5K -322 -7%
HAIM
1043
Hunter Associates Investment Management
Pennsylvania
$735K +$62.8K +400 +11%
BCM
1044
Becker Capital Management
Oregon
$732K +$1.1K +7 +0.2%
FC
1045
Fusion Capital
South Carolina
$732K +$208K +1,328 +47%
SQA
1046
Simon Quick Advisors
New Jersey
$730K +$350K +2,229 +118%
JWA
1047
JFS Wealth Advisors
Pennsylvania
$729K +$30.8K +196 +5%
EP
1048
Elkhorn Partners
Nebraska
$726K -$104K -660 -14%
RIA
1049
Regal Investment Advisors
Michigan
$724K +$109K +692 +20%
BHBT
1050
Burke & Herbert Bank & Trust
Virginia
$722K -$16.6K -106 -3%
40 41
42
43 44