We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AW
901
ACG Wealth
Georgia
$278K -$108K -539 -30%
IWS
902
Insight Wealth Strategies
California
$278K +$254K +1,269 New
1IA
903
1834 Investment Advisors
Wisconsin
$277K -$15K -75 -6%
RP
904
Rice Partnership
Hawaii
$277K
CCP
905
Corient Capital Partners
California
$277K +$252K +1,262 New
WG
906
Welch Group
Alabama
$276K +$136K +680 +117%
VCA
907
Verdence Capital Advisors
Maryland
$273K -$2.2K -11 -0.9%
AL
908
Aspiriant LLC
California
$271K -$13.6K -68 -5%
GIM
909
Goelzer Investment Management
Indiana
$271K +$2K +10 +0.8%
BC
910
Burleson & Co
California
$271K +$10.6K +53 +5%
OPS
911
Orion Portfolio Solutions
Nebraska
$270K +$68.3K +342 +39%
EGA
912
Eagle Global Advisors
Texas
$269K
GWM
913
GSB Wealth Management
Connecticut
$269K
SIC
914
Salem Investment Counselors
North Carolina
$269K
SVWAG
915
Sound View Wealth Advisors Group
Georgia
$269K
GW
916
GW & Wade
Massachusetts
$269K +$245K +1,227 New
GEA
917
Glen Eagle Advisors
New Jersey
$268K -$185K -925 -43%
CAMG
918
CWA Asset Management Group
Florida
$267K -$30K -150 -11%
SAM
919
Strategy Asset Managers
California
$266K +$242K +1,212 New
DWT
920
Dorsey & Whitney Trust
South Dakota
$266K +$243K +1,214 New
AMG
921
Advisors Management Group
Wisconsin
$264K -$8.19K -41 -3%
DLHL
922
Donald L. Hagan LLC
Florida
$263K
MMG
923
Monetary Management Group
Missouri
$263K
CBN
924
Cadence Bank NA
Texas
$261K
FCB
925
First Command Bank
Texas
$261K