We are live on ! Find out more
BKNG icon

Booking.com
BKNG

Name Holding Trade Value Shares
Change 		Change in
Stake
VEM
1201
Vann Equity Management
Texas
$623K +$681K +3,700 New
ZBNA
1202
Zions Bancorporation, National Association
Utah
$623K -$649K -3,525 -49%
OL
1203
Optas LLC
Texas
$623K -$129K -700 -16%
AWM
1204
Aberdeen Wealth Management
Illinois
$620K – – –
ST
1205
Spinnaker Trust
Maine
$615K -$230K -1,250 -26%
CIC
1206
Carnegie Investment Counsel
Ohio
$615K -$198K -1,075 -23%
FFA
1207
Fortune Financial Advisors
Kansas
$615K -$9.2K -50 -1%
SWASL
1208
Spartan Wealth Advisory Services LLC
Michigan
$615K +$672K +3,650 New
TW
1209
Tempo Wealth
Ohio
$613K +$4.6K +25 +0.7%
DCM
1210
DGS Capital Management
New Jersey
$610K -$87.4K -475 -12%
LOPW
1211
Live Oak Private Wealth
North Carolina
$610K – – –
TSWM
1212
Triangle Securities Wealth Management
North Carolina
$606K +$156K +850 +31%
MWA
1213
Medallion Wealth Advisors
Connecticut
$602K – – –
IWM
1214
IHT Wealth Management
Illinois
$602K +$59.8K +325 +10%
FAFN
1215
First Affirmative Financial Network
Colorado
$601K +$658K +3,575 New
OFO
1216
OneAscent Family Office
Alabama
$600K +$73.6K +400 +13%
ATI
1217
Act Two Investors
California
$594K – – –
HFS
1218
Howard Financial Services
Texas
$589K – – –
MWM
1219
Meadowbrook Wealth Management
New York
$589K – – –
NHC
1220
Nicholas Hoffman & Company
Georgia
$589K +$13.8K +75 +2%
NG
1221
Novem Group
New York
$586K +$27.6K +150 +5%
SFGM
1222
Stonebridge Financial Group (Missouri)
Missouri
$586K +$4.6K +25 +0.7%
ACM
1223
Advisors Capital Management
New Jersey
$582K +$64.4K +350 +11%
EA
1224
Everpar Advisors
Oklahoma
$581K +$18.4K +100 +3%
CWM
1225
CCG Wealth Management
California
$581K +$120K +650 +23%
47 48
49
50 51