We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
2176
Strive Asset Management
Ohio
$628K +$606K +10,602 New
BTIM
2177
BancFirst Trust & Investment Management
Oklahoma
$627K -$3.65K -64 -0.6%
BFA
2178
Beaumont Financial Advisors
Massachusetts
$627K +$9.88K +173 +2%
CF
2179
Cyr Financial
Illinois
$627K +$604K +10,583 New
GWS
2180
Greykasell Wealth Strategies
California
$626K +$604K +10,574 New
AW
2181
Alteri Wealth
California
$626K +$604K +10,572 New
GFG
2182
Goldstone Financial Group
Illinois
$625K +$16.4K +288 +3%
FWM
2183
Focused Wealth Management
New York
$625K +$37K +648 +7%
AIA
2184
Angeles Investment Advisors
California
$624K – – –
MFG
2185
Magnus Financial Group
New York
$623K +$3.83K +67 +0.6%
SAM
2186
S.A. Mason
Michigan
$623K – – –
MEG
2187
Millstone Evans Group
Colorado
$623K +$601K +10,516 New
APG
2188
Abacus Planning Group
South Carolina
$621K +$228 +4 +0%
DFCM
2189
Dark Forest Capital Management
Puerto Rico
$620K -$208K -3,635 -26%
MSA
2190
Marino Stram & Associates
Massachusetts
$619K -$19.4K -339 -3%
HBW
2191
Hazlett, Burt & Watson
West Virginia
$618K -$25.7K -450 -4%
Obermeyer Wealth Partners
2192
Obermeyer Wealth Partners
Colorado
$617K +$140K +2,450 +31%
API
2193
Asset Planning Inc
California
$617K +$595K +10,422 New
IIA
2194
Integral Investment Advisors
California
$615K +$4.28K +75 +0.7%
MWA
2195
Medallion Wealth Advisors
Connecticut
$612K +$587K +10,284 New
PA
2196
Parkside Advisors
California
$611K -$128K -2,238 -18%
BFWA
2197
Benchmark Financial Wealth Advisors
Florida
$610K +$52.8K +924 +10%
Krane Funds Advisors
2198
Krane Funds Advisors
New York
$608K -$114K -1,988 -16%
FPCP
2199
Fort Point Capital Partners
California
$607K -$13K -228 -2%
LWM
2200
Laidlaw Wealth Management
New York
$606K -$11K -193 -2%