We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
UAS
626
United Asset Strategies
New York
$433K +$80K +522 +20%
JSW
627
Journey Strategic Wealth
New Jersey
$430K -$10.1K -66 -2%
CT
628
Coastline Trust
Rhode Island
$430K – – –
IIM
629
Ironwood Investment Management
Massachusetts
$423K -$282K -1,837 -38%
PWP
630
Principle Wealth Partners
Connecticut
$420K -$20.5K -134 -4%
TA
631
TrueWealth Advisors
Alabama
$420K – – –
SM
632
SG3 Management
Puerto Rico
$417K +$460K +3,000 New
DCM
633
Donaldson Capital Management
Indiana
$416K -$385K -2,513 -46%
IWA
634
IVC Wealth Advisors
Pennsylvania
$415K -$85.7K -559 -16%
RWP
635
Ridgecrest Wealth Partners
California
$414K -$61.3K -400 -12%
CMI
636
Clare Market Investments
Texas
$413K -$12.1K -79 -3%
HWAM
637
Hennion & Walsh Asset Management
New Jersey
$413K -$38.8K -253 -8%
PP
638
Prudential plc
United Kingdom
$410K +$452K +2,947 New
APP
639
Avantax Planning Partners
Iowa
$407K -$21.6K -141 -5%
CPO
640
Cerity Partners OCIO
New York
$407K -$15.3K -100 -3%
TNB
641
Thomasville National Bank
Georgia
$407K -$7.66K -50 -2%
BW
642
Bison Wealth
Georgia
$407K +$255K +1,662 +132%
SFA
643
Souders Financial Advisors
Ohio
$406K +$153 +1 +0%
RIM
644
Redpoint Investment Management
Australia
$405K -$95.9K -626 -18%
EM
645
Excalibur Management
Massachusetts
$405K +$16.4K +107 +4%
FNBOMD
646
First National Bank of Mount Dora
Florida
$401K -$56.5K -369 -11%
DY
647
Dowling & Yahnke
California
$401K -$3.22K -21 -0.7%
MCM
648
MV Capital Management
Maryland
$399K -$4.14K -27 -0.9%
HWM
649
Horizon Wealth Management
Illinois
$399K – – –
GWCM
650
Godshalk Welsh Capital Management
Pennsylvania
$397K -$25.7K -168 -6%