We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
651
Joel Isaacson & Co
New York
$349K
WANY
652
Wealthspire Advisors (New York)
New York
$347K +$76.1K +398 +33%
TCWA
653
Turtle Creek Wealth Advisors
Texas
$345K +$10.1K +53 +3%
OWA
654
One Wealth Advisors
California
$345K -$10.7K -56 -3%
MG
655
Mather Group
Illinois
$343K +$10.3K +54 +4%
KWA
656
Kingswood Wealth Advisors
California
$337K +$15.3K +80 +5%
FAM
657
Fulcrum Asset Management
United Kingdom
$335K +$296K +1,546 New
A
658
Allianz
Germany
$335K +$297K +1,550 New
DWT
659
Dorsey & Whitney Trust
South Dakota
$335K +$574 +3 +0.2%
PAG
660
Poinciana Advisors Group
Florida
$333K
AFT
661
Alpha Family Trust
California
$333K
VCM
662
Versant Capital Management
Arizona
$333K +$39.8K +208 +16%
BAM
663
Berkshire Asset Management
Pennsylvania
$331K
UB
664
UMB Bank
Missouri
$329K -$45.5K -238 -14%
BCM
665
Boltwood Capital Management
California
$322K +$41.1K +215 +17%
DOA
666
D'Orazio & Associates
Virginia
$320K -$56.6K -296 -17%
MA
667
MONECO Advisors
Connecticut
$320K +$8.42K +44 +3%
IA
668
IFP Advisors
Florida
$320K +$62.7K +328 +28%
AFG
669
Allegheny Financial Group
Pennsylvania
$318K +$4.21K +22 +2%
SS
670
SBI Securities
Japan
$318K -$16.1K -84 -5%
NP
671
NorthRock Partners
Minnesota
$317K +$2.87K +15 +1%
PF
672
Phoenix Financial
Israel
$315K +$16.5K +86 +6%
PWP
673
Prasad Wealth Partners
Ohio
$313K
RE
674
Rydar Equities
Texas
$312K +$291K +1,522 New
PFA
675
Pure Financial Advisors
California
$311K -$54.7K -286 -17%