We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
1101
Independent Solutions Wealth Management
New York
$843K +$7.66K +35 +0.8%
SIA
1102
Schechter Investment Advisors
Michigan
$843K -$81K -370 -8%
ClearBridge Investments
1103
ClearBridge Investments
New York
$843K +$2.84K +13 +0.3%
DAM
1104
Diamant Asset Management
Connecticut
$842K +$43.8K +200 +5%
TCOV
1105
Trust Company of Vermont
Vermont
$841K +$9.85K +45 +1%
TFO
1106
Tarbox Family Office
California
$835K
CGL
1107
Clarius Group LLC
Washington
$834K -$232K -1,062 -20%
SWM
1108
Soundmark Wealth Management
Washington
$833K -$87.5K -400 -8%
NQWM
1109
Northwest Quadrant Wealth Management
Oregon
$830K -$1.09K -5 -0.1%
CAC
1110
Certified Advisory Corp
Florida
$826K -$18.6K -85 -2%
AA
1111
Argent Advisors
Louisiana
$826K +$5.47K +25 +0.6%
NB
1112
Nicolet Bankshares
Wisconsin
$825K -$398K -1,820 -30%
CWP
1113
Capital Wealth Planning
Florida
$824K +$3.28K +15 +0.4%
IA
1114
Insight Advisors
Pennsylvania
$824K +$88.8K +406 +10%
EBT
1115
Enterprise Bank & Trust
Massachusetts
$823K +$22.5K +103 +2%
EAM
1116
Evanson Asset Management
California
$820K -$89.7K -410 -9%
HFA
1117
High Falls Advisors
New York
$819K
AAS
1118
Asset Allocation Strategies
Michigan
$819K -$875 -4 -0.1%
AB
1119
Atlas Brown
Kentucky
$819K +$16.4K +75 +2%
MHIC
1120
Marble Harbor Investment Counsel
Massachusetts
$818K
IPW
1121
Impact Partnership Wealth
Georgia
$818K +$682K +3,117 +271%
RCM
1122
RNC Capital Management
California
$818K -$4.16K -19 -0.4%
FSC
1123
Full Sail Capital
Oklahoma
$814K -$7.66K -35 -0.8%
GIBU
1124
Gulf International Bank (UK)
United Kingdom
$814K -$203K -930 -18%
WSFS
1125
Wilmington Savings Fund Society
Delaware
$812K -$10.1K -46 -1%