We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
426
Insight Wealth Strategies
California
$1.02M +$68.2K +568 +7%
SLWA
427
San Luis Wealth Advisors
California
$999K +$1M +8,365 New
BFS
428
Bard Financial Services
Connecticut
$993K
CAPTRUST Financial Advisors
429
CAPTRUST Financial Advisors
North Carolina
$974K +$75.1K +625 +8%
NHC
430
Nicholas Hoffman & Company
Georgia
$969K -$91.5K -762 -9%
FCIM
431
Fairview Capital Investment Management
California
$963K
NSEDCP
432
NJ State Employees Deferred Compensation Plan
New Jersey
$955K
SCA
433
STALEY CAPITAL ADVISERS
Pennsylvania
$954K
MME
434
Meag Munich Ergo
Germany
$950K +$446K +3,714 +88%
SLI
435
Sumitomo Life Insurance
Japan
$948K -$59.7K -497 -6%
Rockefeller Capital Management
436
Rockefeller Capital Management
New York
$935K +$13K +108 +1%
BWM
437
Buckley Wealth Management
Nevada
$914K +$28.8K +240 +3%
X
438
Xponance
Pennsylvania
$904K -$79.3K -660 -8%
VWM
439
Venturi Wealth Management
Texas
$893K +$83.9K +698 +10%
JAG
440
Journey Advisory Group
Kentucky
$892K -$84.1K -700 -9%
HWAM
441
Hennion & Walsh Asset Management
New Jersey
$888K +$14.9K +124 +2%
GC
442
Grace Capital
Massachusetts
$883K +$48.1K +400 +6%
Federated Hermes
443
Federated Hermes
Pennsylvania
$879K +$392K +3,263 +80%
LA
444
Latitude Advisors
Florida
$879K +$447K +3,718 +102%
OAM
445
Oak Asset Management
California
$870K -$22.8K -190 -3%
AP
446
Advisor Partners
California
$865K -$21.7K -181 -2%
IMRF
447
Illinois Municipal Retirement Fund
Illinois
$857K -$602K -5,014 -41%
QI
448
Qtron Investments
Massachusetts
$846K
GTAM
449
Global Trust Asset Management
Florida
$829K
RIL
450
Rothschild Investment LLC
Illinois
$829K