We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
951
Cary Street Partners Investment Advisory
Virginia
$331K +$4.78K +28 +2%
AG
952
Algert Global
California
$328K +$320K +1,876 New
Fayez Sarofim & Co
953
Fayez Sarofim & Co
Texas
$328K +$320K +1,872 New
OWA
954
Outlook Wealth Advisors
Texas
$326K -$47.8K -280 -13%
AIM
955
Arcadia Investment Management
Michigan
$326K -$68.3K -400 -18%
PHS
956
Pekin Hardy Strauss
Illinois
$326K – – –
UAG
957
United Advisor Group
Ohio
$324K +$2.73K +16 +0.9%
SAM
958
Secure Asset Management
Michigan
$323K +$315K +1,844 New
BWM
959
Bullock Wealth Management
Indiana
$322K +$9.56K +56 +3%
KP
960
Keel Point
Alabama
$319K +$287K +1,680 New
GAM
961
Garrison Asset Management
Arkansas
$319K – – –
CRC
962
Curi RMB Capital
Illinois
$318K -$117K -684 -27%
BTWM
963
Brass Tax Wealth Management
Ohio
$318K – – –
FFA
964
Founders Financial Alliance
North Carolina
$317K +$309K +1,812 New
SCM
965
Semanteon Capital Management
Massachusetts
$317K +$309K +1,808 New
BOH
966
Bank of Hawaii
Hawaii
$315K – – –
TFF
967
The Family Firm
Maryland
$314K +$683 +4 +0.2%
SAM
968
Strategy Asset Managers
California
$314K +$30.1K +176 +7%
DWM
969
Drive Wealth Management
Utah
$314K +$10.9K +64 +4%
PNAA
970
Pictet North America Advisors
Switzerland
$312K – – –
SCTC
971
Sanibel Captiva Trust Company
Florida
$312K – – –
VVP
972
Venture Visionary Partners
Ohio
$311K – – –
PTC
973
Petrus Trust Company
Texas
$308K +$301K +1,760 New
WA
974
Wambolt & Associates
Colorado
$307K -$62.2K -364 -17%
OWA
975
Octavia Wealth Advisors
Ohio
$307K +$300K +1,756 New