We are live on ! Find out more
FAST icon

Fastenal
FAST

Name Holding Trade Value Shares
Change 		Change in
Stake
SRA
1051
Secured Retirement Advisors
Minnesota
$294K -$15.8K -348 -5%
DWM
1052
Dynasty Wealth Management
Florida
$293K -$635 -14 -0.2%
TCA
1053
Transcend Capital Advisors
New Jersey
$293K -$261K -5,754 -49%
AA
1054
Advisory Advocates
Michigan
$291K -$16.6K -365 -6%
TPF
1055
Tribridge Partners Financial
Maryland
$289K – – –
ITFISA
1056
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$288K – – –
WPWM
1057
Windward Private Wealth Management
Kansas
$288K – – –
WW
1058
Waterfront Wealth
Kansas
$288K – – –
WHG
1059
Westwood Holdings Group
Texas
$287K +$271K +5,977 New
WSC
1060
Wellington Shields & Co
New York
$286K -$45.4K -1,000 -14%
CW
1061
Channel Wealth
California
$285K – – –
ANTB
1062
AMG National Trust Bank
Colorado
$284K -$1.14K -25 -0.4%
LOAMS
1063
Lombard Odier Asset Management (Switzerland)
Switzerland
$283K -$467K -10,293 -64%
DWM
1064
Diversify Wealth Management
Utah
$282K -$30.5K -672 -10%
DAS
1065
Diversify Advisory Services
Utah
$282K +$269K +5,926 New
AWM
1066
Aprio Wealth Management
Georgia
$281K +$1.45K +32 +0.6%
SHGA
1067
Sand Hill Global Advisors
California
$280K – – –
HC
1068
Hamilton Capital
Ohio
$280K +$12.6K +278 +5%
DOA
1069
D'Orazio & Associates
Virginia
$278K +$1.68K +37 +0.6%
LP
1070
LMR Partners
United Kingdom
$278K +$263K +5,785 New
BWP
1071
Barlow Wealth Partners
Kentucky
$278K +$271K +5,969 New
MAM
1072
Mainsail Asset Management
Alabama
$277K +$136 +3 +0%
MM
1073
MQS Management
New York
$277K +$261K +5,761 New
EWS
1074
Evergreen Wealth Solutions
Pennsylvania
$276K +$45.1K +993 +23%
MPWT
1075
MassMutual Private Wealth & Trust
Connecticut
$276K -$25K -551 -9%
41 42
43
44 45