We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
826
Summit Global Investments
Utah
$257K -$12.2K -104 -5%
CWA
827
Centennial Wealth Advisory
Michigan
$257K – – –
JWCA
828
J.W. Cole Advisors
Florida
$256K -$30.5K -260 -11%
VCM
829
Virtue Capital Management
Tennessee
$255K -$54K -460 -18%
NHT
830
New Hampshire Trust
New Hampshire
$255K – – –
DAS
831
Dynamic Advisor Solutions
Arizona
$253K +$239K +2,036 New
CPC
832
Cookson Peirce & Co
Pennsylvania
$253K +$1.88K +16 +0.8%
FAT
833
First American Trust
California
$253K +$2.35K +20 +1%
ESCM
834
Echo Street Capital Management
New York
$251K +$9.39K +80 +4%
AI
835
Auour Investments
Massachusetts
$251K +$237K +2,020 New
ACA
836
Atlas Capital Advisors
Wyoming
$251K +$235K +2,000 +12,500%
CI
837
CX Institutional
Indiana
$250K +$4.22K +36 +2%
Dodge & Cox
838
Dodge & Cox
California
$249K – – –
NPA
839
Nichols & Pratt Advisers
Massachusetts
$249K – – –
OWM
840
Orgel Wealth Management
Wisconsin
$249K – – –
AFG
841
Atomi Financial Group
New York
$248K – – –
AI
842
Accredited Investors
Minnesota
$246K – – –
GFP
843
Gryphon Financial Partners
Ohio
$246K +$232K +1,980 New
MGIA
844
Moneta Group Investment Advisors
Missouri
$246K +$232K +1,976 New
UCFA
845
United Capital Financial Advisors
Texas
$245K -$543K -4,624 -70%
SIMG
846
Sonora Investment Management Group
Arizona
$245K +$231K +1,972 New
LC
847
Lindbrook Capital
California
$243K +$4.69K +40 +2%
WF
848
Wayfinding Financial
Washington
$242K +$227K +1,932 New
FIM
849
Freedom Investment Management
Connecticut
$241K +$227K +1,936 New
LAS
850
LWM Advisory Services
Florida
$240K – – –