We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GPA
1026
Garrison Point Advisors
California
$784K
CAG
1027
Crestwood Advisors Group
Massachusetts
$781K +$122K +5,023 +28%
MWA
1028
Monograph Wealth Advisors
California
$779K -$485 -20 -0.1%
LCM
1029
LVM Capital Management
Michigan
$772K
OCMI
1030
Oaktop Capital Management II
New Jersey
$772K
WT
1031
Washington Trust
Rhode Island
$771K +$66.6K +2,750 +14%
NG
1032
Norden Group
Utah
$770K +$9.35K +386 +2%
CPA
1033
Cardiff Park Advisors
California
$768K -$25.4K -1,050 -4%
FCP
1034
Fidelis Capital Partners
Florida
$763K +$93.6K +3,862 +20%
GF
1035
Gries Financial
Ohio
$761K +$59.5K +2,454 +12%
TT
1036
TI-Trust
Illinois
$760K
LSPW
1037
Lake Street Private Wealth
Illinois
$760K -$11.4K -469 -2%
ACM
1038
Armbruster Capital Management
New York
$756K -$18.8K -775 -3%
KA
1039
Klingman & Associates
New York
$754K -$77.9K -3,215 -13%
CI
1040
CX Institutional
Indiana
$752K +$40.3K +1,665 +8%
CSP
1041
Cary Street Partners
Virginia
$746K +$3.42K +141 +0.6%
AAM
1042
Auxier Asset Management
Oregon
$742K -$9.45K -390 -2%
PFA
1043
Pure Financial Advisors
California
$741K -$34.6K -1,430 -6%
NA
1044
Navellier & Associates
Nevada
$740K +$244K +10,070 +84%
AB
1045
ANB Bank
Colorado
$739K -$22.4K -923 -4%
COCM
1046
Charter Oak Capital Management
New Hampshire
$738K -$13.1K -539 -2%
KRW
1047
Kaufman Rossin Wealth
Florida
$736K +$143K +5,912 +37%
LT
1048
Legacy Trust
Michigan
$735K +$171K +7,055 +47%
1W
1049
1776 Wealth
Georgia
$734K
Envestnet Portfolio Solutions
1050
Envestnet Portfolio Solutions
Illinois
$733K -$134K -5,511 -20%