We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
726
Parsons Capital Management
Rhode Island
$188K
OTPPB
727
Ontario Teachers' Pension Plan Board
Ontario, Canada
$188K +$179K +21,358 New
CRWM
728
Castle Rock Wealth Management
California
$187K -$12.6K -1,500 -8%
CCM
729
Coldstream Capital Management
Washington
$187K +$44.9K +5,365 +34%
SFP
730
Shepherd Financial Partners
Massachusetts
$186K
SGCA
731
Steel Grove Capital Advisors
Tennessee
$186K
IFG
732
Investors Financial Group
Minnesota
$185K +$2.96K +354 +2%
CAAS
733
Capital Asset Advisory Services
Michigan
$185K +$6.82K +814 +4%
KLCM
734
KG&L Capital Management
Louisiana
$183K -$65.2K -7,789 -27%
PWLP
735
Prio Wealth Limited Partnership
Massachusetts
$179K
CFS
736
CRA Financial Services
New Jersey
$178K +$20.4K +2,431 +14%
QCIG
737
Quad-Cities Investment Group
Iowa
$177K -$7.45K -890 -4%
FMLI
738
Fukoku Mutual Life Insurance
Japan
$177K
TCBWMS
739
Texas Capital Bank Wealth Management Services
Texas
$177K
BFA
740
Beacon Financial Advisory
Ohio
$177K +$32.2K +3,851 +24%
KIA
741
KCM Investment Advisors
California
$174K
MVA
742
Mount Vernon Associates
Maryland
$173K +$33.5K +4,000 +26%
NAS
743
Nicolet Advisory Services
Wisconsin
$172K -$13.4K -1,603 -8%
BHBT
744
Burke & Herbert Bank & Trust
Virginia
$171K -$13.4K -1,595 -8%
MGIA
745
Moneta Group Investment Advisors
Missouri
$171K -$8.09K -966 -5%
CFA
746
Carroll Financial Associates
North Carolina
$171K -$2.84K -339 -2%
Vanguard Personalized Indexing Management
747
Vanguard Personalized Indexing Management
California
$171K +$2.4K +286 +1%
OPWM
748
Oxinas Partners Wealth Management
Indiana
$170K +$162K +19,311 New
DA
749
Detalus Advisors
Missouri
$168K -$13.7K -1,632 -8%
AIC
750
Ameritas Investment Company
Nebraska
$167K +$32.5K +3,885 +25%