We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VF
1026
Vest Financial
Virginia
$259K
PF
1027
Phoenix Financial
Israel
$258K +$248K +862 New
BST
1028
Bath Savings Trust
Maine
$258K
LAM
1029
Longboard Asset Management
Arizona
$258K
OPPS
1030
Obsidian Personal Planning Solutions
Maryland
$256K
AIM
1031
Advyzon Investment Management
Illinois
$256K +$246K +853 New
DE
1032
Diversified Enterprises
Delaware
$256K -$19.3K -67 -7%
SSC
1033
Syverson Strege & Co
Iowa
$256K +$246K +853 New
WJWM
1034
Williams Jones Wealth Management
New York
$254K
GIA
1035
Gladstone Institutional Advisory
Florida
$253K -$6.05K -21 -2%
RAS
1036
RPS Advisory Solutions
Kentucky
$252K +$243K +842 New
WA
1037
Waverly Advisors
Alabama
$252K -$16.7K -58 -6%
DWP
1038
Daymark Wealth Partners
Ohio
$250K +$6.05K +21 +3%
GIM
1039
Generali Investments Management
Slovenia
$249K +$240K +832 New
APA
1040
Astoria Portfolio Advisors
New York
$249K -$576 -2 -0.2%
CastleKeep Investment Advisors
1041
CastleKeep Investment Advisors
Connecticut
$248K -$1.99M -6,901 -89%
LAM
1042
L2 Asset Management
Massachusetts
$248K -$4.58M -15,893 -95%
HA
1043
Huntleigh Advisors
Missouri
$247K
IFWM
1044
Institute for Wealth Management
Colorado
$247K
CBA
1045
Coastal Bridge Advisors
Connecticut
$247K -$31.7K -110 -12%
LRIA
1046
Leonard Rickey Investment Advisors
Washington
$244K +$2.02K +7 +0.9%
SIC
1047
SJS Investment Consulting
Ohio
$244K -$10.4K -36 -4%
QC
1048
Quadrature Capital
United Kingdom
$241K +$232K +805 New
CAM
1049
Claret Asset Management
Quebec, Canada
$241K -$21.6K -75 -9%
ABTD
1050
Arvest Bank Trust Division
Oklahoma
$240K -$27.1K -94 -10%