We are live on ! Find out more
ILMN icon

Illumina
ILMN

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
826
ProVise Management Group
Florida
$282K +$246K +612 New
AFM
827
Abbot Financial Management
Massachusetts
$279K +$27.4K +68 +13%
MWM
828
Mission Wealth Management
California
$278K -$26.6K -66 -10%
MOS
829
MGO One Seven
Ohio
$277K +$19.7K +49 +9%
AWE
830
Avidian Wealth Enterprises
Texas
$277K +$25K +62 +12%
DWT
831
Dorsey & Whitney Trust
South Dakota
$275K -$41.9K -104 -15%
AWA
832
Arkadios Wealth Advisors
Georgia
$275K +$8.05K +20 +3%
AIM
833
Arcadia Investment Management
Michigan
$274K +$12.5K +31 +5%
KWM
834
Keebeck Wealth Management
Illinois
$273K +$6.44K +16 +3%
PA
835
Pinnacle Associates
New York
$272K -$29K -72 -11%
KP
836
Keel Point
Alabama
$272K +$2.01K +5 +0.9%
WP
837
WealthPLAN Partners
Nebraska
$270K +$2.01K +5 +0.9%
CPA
838
Capital Planning Advisors
California
$267K – – –
HWMA
839
Heritage Wealth Management (Arizona)
Arizona
$267K +$33.4K +83 +17%
MCM
840
MAI Capital Management
Ohio
$267K +$234K +581 New
EWA
841
Encompass Wealth Advisors
Oregon
$266K +$233K +579 New
PP
842
Paloma Partners
Connecticut
$265K -$8.52M -21,143 -97%
SWM
843
Spire Wealth Management
Virginia
$264K -$279K -692 -55%
MFG
844
Magnus Financial Group
New York
$264K -$403 -1 -0.2%
LDB
845
Lee, Danner & Bass
Tennessee
$264K – – –
HCMG
846
Howard Capital Management Group
California
$263K +$230K +572 New
BAM
847
Belpointe Asset Management
Nevada
$260K +$92.2K +229 +68%
FTDI
848
First Trust Direct Indexing
Massachusetts
$259K -$155K -386 -41%
OCM
849
Orion Capital Management
California
$257K – – –
JWCA
850
J.W. Cole Advisors
Florida
$256K +$224K +556 New
32 33
34
35 36