We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1476
Kelleher Financial Advisors
New York
$329K -$2.6K -15 -0.8%
Obermeyer Wealth Partners
1477
Obermeyer Wealth Partners
Colorado
$329K +$334K +1,930 New
Waldron Private Wealth
1478
Waldron Private Wealth
Pennsylvania
$327K -$1.38M -7,958 -81%
BWM
1479
Bulltick Wealth Management
Florida
$327K -$13.8K -80 -4%
RDWM
1480
Red Door Wealth Management
Tennessee
$326K +$331K +1,913 New
SIM
1481
Sentry Investment Management
Wisconsin
$326K -$121K -701 -23%
CCFCSB
1482
Cape Cod Five Cents Savings Bank
Massachusetts
$326K – – –
OIC
1483
Orion Investment Company
Missouri
$325K – – –
FSC
1484
Full Sail Capital
Oklahoma
$324K -$6.06K -35 -2%
PPW
1485
Pasadena Private Wealth
California
$323K – – –
AIA
1486
Allied Investment Advisors
Montana
$321K -$9.69K -56 -3%
IIC
1487
Ironwood Investment Counsel
Arizona
$321K +$14K +81 +4%
LWL
1488
Leo Wealth LLC
Texas
$321K -$1.9K -11 -0.6%
PWAM
1489
Private Wealth Asset Management
Iowa
$320K +$325K +1,879 New
Carnegie Investment Counsel
1490
Carnegie Investment Counsel
Ohio
$320K -$406K -2,348 -51%
Great Lakes Advisors
1491
Great Lakes Advisors
Illinois
$319K -$17.3K -100 -5%
PCP
1492
Proficio Capital Partners
Massachusetts
$319K +$37.2K +215 +13%
TPI
1493
Trust Point Inc
Wisconsin
$318K -$58.9K -340 -15%
SPI
1494
Strategic Planning Inc
Ohio
$317K +$321K +1,856 New
COCM
1495
Charter Oak Capital Management
New Hampshire
$316K -$14.4K -83 -4%
PFP
1496
Paragon Financial Partners
California
$316K – – –
SSW
1497
Stone Summit Wealth
Florida
$316K – – –
MPPW
1498
Mitchell & Pahl Private Wealth
Oklahoma
$315K – – –
LIM
1499
Leavell Investment Management
Alabama
$315K -$72K -416 -18%
OC
1500
Optima Capital
Oregon
$314K +$50K +289 +19%