We are live on ! Find out more
EIX icon

Edison International
EIX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
626
Atomi Financial Group
New York
$255K +$34.6K +641 +16%
AWMM
627
Aegis Wealth Management (Maryland)
Maryland
$254K -$5.72K -106 -2%
ADL
628
Asset Dedication LLC
California
$254K +$100K +1,859 +68%
JCIA
629
Jackson Creek Investment Advisors
Colorado
$254K -$2.05K -38 -0.8%
CPA
630
Capital Performance Advisors
California
$254K -$13.5K -250 -5%
CAM
631
Cidel Asset Management
Ontario, Canada
$252K +$246K +4,560 New
PFM
632
Patton Fund Management
Texas
$251K – – –
AWA
633
Aaron Wealth Advisors
Illinois
$251K +$245K +4,539 New
BC
634
Burney Company
Virginia
$249K +$243K +4,511 New
GWMR
635
GC Wealth Management RIA
Massachusetts
$248K +$243K +4,495 New
CIAS
636
CFS Investment Advisory Services
New Jersey
$247K +$230K +4,272 New
CFO
637
Callan Family Office
Pennsylvania
$246K -$14.8K -275 -6%
PS
638
Planned Solutions
California
$245K +$240K +4,440 New
EWA
639
Exencial Wealth Advisors
Oklahoma
$245K +$240K +4,440 New
ACA
640
Aptus Capital Advisors
Alabama
$244K -$31.2K -578 -12%
CIA
641
Capital Investment Advisors
Georgia
$242K +$21.5K +399 +10%
GWM
642
Greenwich Wealth Management
Connecticut
$241K +$235K +4,355 New
IAA
643
Independent Advisor Alliance
North Carolina
$239K +$809 +15 +0.3%
MPM
644
Meritage Portfolio Management
Kansas
$239K -$1.78K -33 -0.8%
TFS
645
Thoroughbred Financial Services
Tennessee
$236K -$63.9K -1,185 -22%
CWS
646
Cypress Wealth Services
California
$236K +$9.01K +167 +4%
GT
647
Greenleaf Trust
Michigan
$233K +$227K +4,208 New
SCTC
648
Sanibel Captiva Trust Company
Florida
$233K -$44.5K -824 -16%
PWA
649
Primoris Wealth Advisors
Florida
$232K – – –
IF
650
IRON Financial
Illinois
$231K +$225K +4,174 New
24 25
26
27 28