We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
2526
Todd Asset Management
Kentucky
$460K – – –
RCG
2527
Regatta Capital Group
California
$459K +$9.1K +148 +2%
SL
2528
Sentinus LLC
Illinois
$458K +$62.1K +1,010 +18%
MPIA
2529
Milestones Private Investment Advisors
New York
$457K +$405K +6,594 New
FA
2530
Financial Advisors
Massachusetts
$457K +$111K +1,801 +38%
VCM
2531
Virtue Capital Management
Tennessee
$457K -$521K -8,483 -56%
FOA
2532
Five Oceans Advisors
California
$457K +$75K +1,220 +23%
APW
2533
Acima Private Wealth
Virginia
$457K – – –
MCM
2534
McRae Capital Management
New Jersey
$457K – – –
BAG
2535
Bridgewealth Advisory Group
California
$457K +$405K +6,586 New
GPWM
2536
Grant Private Wealth Management
California
$456K -$5.41K -88 -1%
WAM
2537
Weinberger Asset Management
California
$456K -$1.97K -32 -0.5%
N
2538
Numerai
California
$455K +$403K +6,564 New
DDPIC
2539
Deroy & Devereaux Private Investment Counsel
Michigan
$454K +$30.7K +499 +8%
PA
2540
PSI Advisors
Florida
$454K +$185K +3,006 +85%
RT
2541
Rockland Trust
Massachusetts
$453K -$38.7K -629 -9%
SFG
2542
Sather Financial Group
Texas
$453K – – –
LFA
2543
Laraway Financial Advisors
Minnesota
$452K – – –
BEAM
2544
Baker Ellis Asset Management
Washington
$452K – – –
CST
2545
Charles Schwab Trust
Nevada
$451K +$30.7K +500 +8%
VFA
2546
Voya Financial Advisors
Connecticut
$450K -$17.9K -292 -4%
FGWP
2547
Founders Grove Wealth Partners
Virginia
$450K +$10.2K +166 +3%
SI
2548
Severin Investments
Missouri
$450K -$56.9K -926 -13%
LF
2549
LifeSteps Financial
California
$447K +$6.14K +100 +2%
OFA
2550
Oak Family Advisors
Illinois
$446K +$5.53K +90 +1%