We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LA
676
Lifeworks Advisors
Michigan
$658K +$16.5K +100 +3%
KRSITF
677
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$657K -$45.3K -275 -6%
WI
678
Wahed Invest
New York
$657K +$653K +3,960 New
LBC
679
Lowe Brockenbrough & Co
Virginia
$655K -$6.76K -41 -1%
CCWM
680
Cassaday & Co Wealth Management
Virginia
$654K +$4.62K +28 +0.7%
FCAS
681
First Command Advisory Services
Texas
$650K +$16.2K +98 +3%
CFO
682
Callan Family Office
Pennsylvania
$649K +$255K +1,549 +66%
GAM
683
Grandview Asset Management
Pennsylvania
$643K -$15K -91 -2%
AWE
684
Avidian Wealth Enterprises
Texas
$640K +$2.64K +16 +0.4%
CMI
685
Clare Market Investments
Texas
$640K +$635K +3,855 New
VFIC
686
Valley Forge Investment Consultants
Pennsylvania
$639K
AWA
687
Arete Wealth Advisors
Illinois
$632K -$174K -1,053 -22%
MYAM
688
Meiji Yasuda Asset Management
Japan
$632K -$287K -1,739 -31%
BFG
689
Beacon Financial Group
Texas
$630K +$8.08K +49 +1%
BBA
690
BLB&B Advisors
Pennsylvania
$626K
FTC
691
Farmers Trust Company
Ohio
$624K -$24.7K -150 -4%
SF
692
Summit Financial
New Jersey
$624K +$226K +1,373 +58%
SWP
693
Significant Wealth Partners
Illinois
$623K +$24.2K +147 +4%
RC
694
Roundview Capital
New Jersey
$622K -$284K -1,720 -31%
BFA
695
Buttonwood Financial Advisors
Maryland
$619K +$79.4K +482 +15%
HIC
696
Harvey Investment Company
Kentucky
$610K
KA
697
Klingman & Associates
New York
$608K +$12.9K +78 +2%
SFI
698
SPC Financial Inc
Maryland
$605K +$20.6K +125 +4%
DI
699
Diligent Investors
California
$605K
ST
700
Somerset Trust
Pennsylvania
$604K -$13.5K -82 -2%