We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JAG
1276
Journey Advisory Group
Kentucky
$279K -$5K -19 -2%
CSI
1277
Cross Staff Investments
New York
$279K – – –
EMB
1278
Elefante Mark B
$279K – – –
JBA
1279
Johnson Bixby & Associates
Washington
$279K – – –
DE
1280
Defiance ETFs
New York
$277K +$37.9K +144 +17%
AWA
1281
Aaron Wealth Advisors
Illinois
$277K -$1.11M -4,210 -81%
KF
1282
Krilogy Financial
Missouri
$274K -$475K -1,803 -65%
HFM
1283
Harvest Fund Management
China
$273K -$6.85K -26 -3%
OPCM
1284
Osborne Partners Capital Management
California
$272K +$26.3K +100 +11%
CAAS
1285
Capital Asset Advisory Services
Michigan
$272K +$50.8K +193 +25%
CA
1286
Claro Advisors
Massachusetts
$272K -$14.2K -54 -5%
PIA
1287
Perennial Investment Advisors
California
$272K +$1.58K +6 +0.6%
WAP
1288
Wealthcare Advisory Partners
Pennsylvania
$272K -$221K -839 -46%
CWM
1289
Circle Wealth Management
New Jersey
$272K -$527 -2 -0.2%
DWM
1290
Drive Wealth Management
Utah
$270K -$25.3K -96 -9%
CWG
1291
Cornerstone Wealth Group
North Carolina
$270K -$53.2K -202 -17%
BFP
1292
Beacon Financial Planning
Massachusetts
$270K +$263 +1 +0.1%
ACM
1293
Arcataur Capital Management
Wisconsin
$268K – – –
FCM
1294
Family Capital Management
Michigan
$267K +$24.2K +92 +11%
VWM
1295
Venturi Wealth Management
Texas
$267K -$144K -548 -36%
FIA
1296
Foundations Investment Advisors
Arizona
$267K +$40.6K +154 +19%
SBCM
1297
Silverberg Bernstein Capital Management
New York
$267K – – –
PB
1298
Pinnacle Bancorp
Nebraska
$266K -$32.9K -125 -12%
FA
1299
Fiduciary Alliance
South Carolina
$265K -$64K -243 -20%
AA
1300
Advisory Advocates
Michigan
$265K -$20.3K -77 -7%