We are live on ! Find out more
BP icon

BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
726
Hudson Valley Investment Advisors
New York
$214K – – –
PMG
727
ProVise Management Group
Florida
$213K – – –
WWWM
728
White Wing Wealth Management
Texas
$213K -$136K -4,631 -39%
UAS
729
United Asset Strategies
New York
$211K -$7.16K -244 -3%
POIA
730
Pin Oak Investment Advisors
Texas
$211K -$11.7K -400 -6%
LPAM
731
Lodestar Private Asset Management
California
$211K -$5.04K -172 -2%
VCA
732
Verdence Capital Advisors
Maryland
$210K -$8.71K -297 -4%
RC
733
Rexford Capital
Texas
$209K +$205K +6,999 New
GWM
734
GSB Wealth Management
Connecticut
$209K – – –
SHFA
735
SS&H Financial Advisors
Michigan
$209K +$205K +6,980 New
NPPM
736
North Point Portfolio Managers
Ohio
$208K – – –
PFA
737
Pettinga Financial Advisors
Indiana
$208K -$11.1K -379 -5%
RYIA
738
Roehl & Yi Investment Advisors
Oregon
$207K -$61.1K -2,083 -23%
WA
739
Wealth Alliance
New York
$206K +$5.04K +172 +3%
PWA
740
PCG Wealth Advisors
Kansas
$206K – – –
PCA
741
Purkiss Capital Advisors
Connecticut
$205K +$200K +6,835 New
LFAS
742
Level Four Advisory Services
Texas
$204K +$3.67K +125 +2%
NB
743
NBT Bank
New York
$204K -$51K -1,740 -20%
KCM
744
Kathmere Capital Management
Pennsylvania
$204K -$12.5K -426 -6%
FCP
745
Fidelis Capital Partners
Florida
$204K +$176K +6,014 New
RA
746
RFG Advisory
Alabama
$202K -$51.3K -1,750 -21%
CIC
747
Cutler Investment Counsel
Oregon
$201K +$352 +12 +0.2%
OIA
748
Optimum Investment Advisors
Illinois
$197K – – –
SWM
749
Spire Wealth Management
Virginia
$196K -$34.6K -1,180 -15%
MWA
750
Medallion Wealth Advisors
Connecticut
$194K +$4.72K +161 +3%
28 29
30
31 32