We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
851
Level Four Advisory Services
Texas
$363K -$772K -1,514 -67%
SCM
852
Shelton Capital Management
Colorado
$362K – – –
QC
853
Quent Capital
New York
$361K +$9.69K +19 +3%
OAM
854
Oxford Asset Management
United Kingdom
$359K +$373K +732 New
TCIIS
855
TIAA-CREF Individual & Institutional Services
New York
$359K +$373K +731 New
PFGIA
856
Patriot Financial Group Insurance Agency
Massachusetts
$358K -$377K -740 -50%
CI
857
CX Institutional
Indiana
$357K +$356K +698 +2,327%
UBV
858
United Bank (Virginia)
Virginia
$356K +$370K +725 New
FCA
859
FLC Capital Advisors
California
$354K – – –
PPW
860
Parcion Private Wealth
Washington
$352K +$57.6K +113 +19%
EFA
861
Englebert Financial Advisers
Pennsylvania
$350K +$31.6K +62 +10%
MGIA
862
Moneta Group Investment Advisors
Missouri
$349K +$25.5K +50 +8%
QL
863
Quarry LP
New York
$348K -$252K -494 -41%
AMPWP
864
Alvarez & Marsal Private Wealth Partners
Florida
$343K – – –
DI
865
Diligent Investors
California
$343K – – –
KG
866
Kieckhefer Group
Wisconsin
$343K – – –
LIA
867
LifePlan Investment Advisors
North Carolina
$343K – – –
PBC
868
Pavion Blue Capital
California
$343K – – –
SGK
869
Steigerwald Gordon & Koch
Virginia
$343K – – –
FIM
870
Fruth Investment Management
Texas
$343K -$153K -300 -30%
SFG
871
Stonebridge Financial Group
California
$343K +$357K +700 New
PWG
872
Portside Wealth Group
Utah
$343K +$356K +699 New
BTI
873
Blue Trust Inc
Georgia
$340K -$40.3K -79 -10%
TVPW
874
Third View Private Wealth
Connecticut
$340K +$353K +693 New
AAS
875
Ameritas Advisory Services
Nebraska
$339K +$353K +692 New