We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
876
Capital Advisory Group Advisory Services
Minnesota
$485K +$39K +178 +8%
PRC
877
Pearl River Capital
Michigan
$483K +$508K +2,317 New
NRS
878
Neville Rodie & Shaw
New York
$481K +$75.2K +343 +17%
BOM
879
Bank of Marin
California
$480K -$5.92K -27 -1%
SFO
880
Stokes Family Office
Louisiana
$474K +$158K +719 +46%
NCM
881
Next Capital Management
New York
$471K -$235K -1,073 -32%
MGIA
882
Moneta Group Investment Advisors
Missouri
$465K +$150K +685 +44%
MJP
883
Michael J. Puzo
$464K – – –
SIA
884
SkyView Investment Advisors
New Jersey
$464K +$466K +2,125 +2,125%
PTC
885
Private Trust Company
Ohio
$459K -$48.9K -223 -9%
FF
886
FourThought Financial
Florida
$456K -$438 -2 -0.1%
CP
887
Covenant Partners
Tennessee
$456K – – –
MWM
888
Meridian Wealth Management
Kentucky
$456K +$658 +3 +0.1%
WA
889
Wealth Alliance
New York
$452K +$38.8K +177 +9%
SP
890
Symmetry Partners
Connecticut
$451K -$119K -545 -21%
WOC
891
West Oak Capital
California
$451K -$3.29K -15 -0.7%
EWM
892
Echo Wealth Management
Minnesota
$446K – – –
GSIS
893
Global Strategic Investment Solutions
Arizona
$445K – – –
QCM
894
Quantinno Capital Management
New York
$445K – – –
WANY
895
Wealthspire Advisors (New York)
New York
$441K +$170K +774 +58%
HP
896
Hikari Power
Japan
$438K – – –
RA
897
RFG Advisory
Alabama
$436K -$22.8K -104 -5%
SLWA
898
San Luis Wealth Advisors
California
$436K +$458K +2,092 New
ECM
899
Everence Capital Management
Indiana
$433K -$1.11M -5,080 -71%
SYBT
900
Stock Yards Bank & Trust
Kentucky
$432K – – –