We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
1451
N.E.W. Advisory Services
Wisconsin
$432K +$126K +564 +40%
SFO
1452
Stokes Family Office
Louisiana
$431K +$18.3K +82 +4%
SSWM
1453
Smith Salley Wealth Management
North Carolina
$430K -$12.5K -56 -3%
SW
1454
SkyOak Wealth
Michigan
$429K
TA
1455
TrueWealth Advisors
Alabama
$428K +$434K +1,947 New
P
1456
Pitcairn
Pennsylvania
$427K -$21.9K -98 -5%
AF
1457
Affiance Financial
Minnesota
$426K -$27.9K -125 -6%
JAG
1458
Journey Advisory Group
Kentucky
$425K -$212K -950 -33%
AMCA
1459
Arthur M. Cohen & Associates
Illinois
$424K
BCCM
1460
Bridge Creek Capital Management
Massachusetts
$424K +$11.2K +50 +3%
SFA
1461
Sequoia Financial Advisors
Ohio
$423K -$2.4M -10,767 -85%
BFWA
1462
Benchmark Financial Wealth Advisors
Florida
$423K -$54.6K -245 -11%
SB
1463
Sunflower Bank
Texas
$423K -$30.8K -138 -7%
TFO
1464
Tarbox Family Office
California
$423K -$15.8K -71 -4%
PAM
1465
Palisade Asset Management
Minnesota
$423K -$5.35K -24 -1%
RMDI
1466
R.M. Davis Inc
Maine
$422K -$50.2K -225 -10%
DIP
1467
DT Investment Partners
Pennsylvania
$422K +$428K +1,919 New
TCMP
1468
Thrive Capital Management (Pennsylvania)
Pennsylvania
$421K -$51.3K -230 -11%
BA
1469
Birinyi Associates
Connecticut
$418K
Fiera Capital (Canada)
1470
Fiera Capital (Canada)
Quebec, Canada
$418K
MWM
1471
Minot Wealth Management
Massachusetts
$416K -$8.7K -39 -2%
PP
1472
Patron Partners
Texas
$412K -$53.3K -239 -11%
VAS
1473
Vestmark Advisory Solutions
Massachusetts
$412K -$19.4K -87 -4%
RBFC
1474
Roman Butler Fullerton & Co
Missouri
$411K +$13.4K +60 +3%
LFG
1475
Larson Financial Group
Missouri
$411K +$36.6K +164 +10%