We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EPW
776
Evolve Private Wealth
California
$2.7M -$783K -2,400 -23%
RRA
777
Round Rock Advisors
Connecticut
$2.7M
WAP
778
Wealthcare Advisory Partners
Pennsylvania
$2.69M -$25.1K -77 -1%
AWA
779
Arkadios Wealth Advisors
Georgia
$2.69M +$118K +363 +5%
BP
780
Ballentine Partners
Massachusetts
$2.69M +$47K +144 +2%
MCM
781
Monarch Capital Management
Indiana
$2.68M +$65.2K +200 +3%
CGIM
782
Capital Group Investment Management
Singapore
$2.68M -$1.22M -3,727 -32%
Fidelity International
783
Fidelity International
Bermuda
$2.68M -$1.68M -5,143 -40%
FRA
784
Frank Rimerman Advisors
California
$2.68M +$293K +897 +13%
TCA
785
Transcend Capital Advisors
New Jersey
$2.67M +$142K +435 +6%
PWA
786
Phoenix Wealth Advisors
North Carolina
$2.66M -$43.1K -132 -2%
WBC
787
Westpac Banking Corp
Australia
$2.66M -$9.13K -28 -0.4%
WMA
788
West Michigan Advisors
Michigan
$2.65M -$12.4K -38 -0.5%
SAM
789
Smartleaf Asset Management
Massachusetts
$2.64M
JIC
790
Joel Isaacson & Co
New York
$2.64M +$284K +872 +13%
UOTTAIMCU
791
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.6M +$2.48M +7,612 New
WFAG
792
Wescott Financial Advisory Group
Pennsylvania
$2.55M +$451K +1,383 +23%
MSFS
793
Main Street Financial Solutions
Pennsylvania
$2.55M +$57.1K +175 +2%
AWM
794
Aries Wealth Management
Maine
$2.52M -$7.83K -24 -0.3%
KWA
795
Kingswood Wealth Advisors
California
$2.52M -$222K -680 -8%
FBT
796
First Bankers Trust
Kentucky
$2.52M -$97.5K -299 -4%
PAM
797
Panagora Asset Management
Massachusetts
$2.52M -$407K -1,247 -14%
PIM
798
Plato Investment Management
Australia
$2.51M +$273K +837 +13%
LAIC
799
Lederer & Associates Investment Counsel
California
$2.51M -$46K -141 -2%
Kovitz Investment Group Partners
800
Kovitz Investment Group Partners
Illinois
$2.5M +$104K +318 +5%