We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
II
926
Impact Investors
California
$650K +$9.34K +31 +2%
VCM
927
Versant Capital Management
Arizona
$647K +$416K +1,382 +237%
RGC
928
Roberts, Glore & Co
Illinois
$646K – – –
PPWP
929
Premier Path Wealth Partners
New Jersey
$645K -$72K -239 -11%
LSA
930
Leonteq Securities AG
Switzerland
$645K -$567K -1,882 -49%
HCM
931
Hengehold Capital Management
Ohio
$644K – – –
HBT
932
Hills Bank & Trust
Iowa
$644K -$603 -2 -0.1%
CI
933
Conning Inc
Connecticut
$642K -$25.6K -85 -4%
CCA
934
Coign Capital Advisors
Utah
$642K +$13.3K +44 +2%
PHIC
935
Pine Haven Investment Counsel
Massachusetts
$641K -$10.5K -35 -2%
PL
936
Perpetual Ltd
Australia
$641K -$213K -708 -27%
FFG
937
Fortem Financial Group
California
$639K -$279K -926 -32%
VH
938
Visionary Horizons
Tennessee
$639K +$585K +1,941 New
KFS
939
Keynote Financial Services
Connecticut
$636K +$36.5K +121 +7%
BAM
940
Belpointe Asset Management
Nevada
$636K -$91.9K -305 -14%
DBG
941
De Burlo Group
Massachusetts
$635K – – –
BEI
942
Benjamin Edwards Inc
Missouri
$632K -$71.1K -236 -11%
IIC
943
Ironwood Investment Counsel
Arizona
$632K +$7.23K +24 +1%
CCWM
944
Correct Capital Wealth Management
Missouri
$630K -$471K -1,562 -45%
PL
945
Plancorp LLC
Missouri
$628K -$250K -831 -30%
FB
946
First Bancorp
Maine
$627K -$1.51K -5 -0.3%
SC
947
Sawyer & Company
Massachusetts
$620K – – –
SAM
948
Strive Asset Management
Ohio
$619K -$77.4K -257 -12%
HWP
949
Highline Wealth Partners
California
$619K +$2.11K +7 +0.4%
PWM
950
Palumbo Wealth Management
New York
$617K +$25.9K +86 +5%