We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
1326
Parcion Private Wealth
Washington
$808K +$588K +4,356 +224%
NAS
1327
Nicolet Advisory Services
Wisconsin
$805K +$8.1K +60 +1%
AIM
1328
Aspen Investment Management
Michigan
$804K +$510K +3,779 +197%
IWA
1329
IVC Wealth Advisors
Pennsylvania
$803K +$22K +163 +3%
CHP
1330
Cable Hill Partners
Oregon
$803K +$65.9K +488 +9%
MWA
1331
Meridian Wealth Advisors
Texas
$803K +$143K +1,063 +23%
P
1332
&Partners
Tennessee
$802K +$436K +3,228 +132%
SC
1333
Sawyer & Company
Massachusetts
$799K -$50.1K -371 -6%
MVA
1334
Mount Vernon Associates
Maryland
$798K
WC
1335
Weil Company
California
$798K +$281K +2,083 +58%
CSI
1336
Cross Staff Investments
New York
$797K
PFA
1337
Pinnacle Family Advisors
Missouri
$795K +$760K +5,634 New
ARC
1338
Advisor Resource Council
Texas
$794K +$457K +3,385 +151%
LOAMS
1339
Lombard Odier Asset Management (Switzerland)
Switzerland
$794K +$759K +5,622 New
DI
1340
Diligent Investors
California
$793K -$70.9K -525 -9%
BWM
1341
Baystate Wealth Management
Massachusetts
$793K +$17.4K +129 +2%
T
1342
TOBAM
France
$793K +$169K +1,253 +29%
LCM
1343
LVM Capital Management
Michigan
$793K +$286K +2,120 +61%
BAM
1344
Berkshire Asset Management
Pennsylvania
$787K -$270 -2 -0%
PL
1345
Plancorp LLC
Missouri
$787K +$14K +104 +2%
CCFM
1346
Clear Creek Financial Management
Washington
$787K +$148K +1,099 +25%
AIC
1347
Archer Investment Corporation
Indiana
$787K +$675 +5 +0.1%
BST
1348
Bath Savings Trust
Maine
$785K +$40.5K +300 +6%
PMFA
1349
Plante Moran Financial Advisors
Michigan
$784K +$41.2K +305 +6%
KFA
1350
Krane Funds Advisors
New York
$784K +$654K +4,842 +681%