We are live on ! Find out more
IQV icon

IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
DW30
826
Drucker Wealth 3.0
New Jersey
$278K -$149K -683 -36%
CCM
827
Coerente Capital Management
Ontario, Canada
$277K +$267K +1,228 New
AWM
828
Angeles Wealth Management
California
$276K +$20.7K +95 +8%
RA
829
Riverstone Advisors
Texas
$276K +$267K +1,225 New
NRW
830
Nova R Wealth
Kansas
$276K +$2.61K +12 +1%
KRW
831
Kaufman Rossin Wealth
Florida
$274K – – –
LFAS
832
Level Four Advisory Services
Texas
$273K -$26.3K -121 -9%
OL
833
Optas LLC
Texas
$272K +$263K +1,208 New
IBOK
834
Independence Bank of Kentucky
Kentucky
$271K +$20.5K +94 +8%
HW
835
Hamilton Wealth
California
$266K +$3.05K +14 +1%
SC
836
Syon Capital
California
$264K +$1.52K +7 +0.6%
HCM
837
Howard Capital Management
Georgia
$261K +$1.3K +6 +0.5%
HNWAG
838
High Net Worth Advisory Group
Florida
$259K – – –
AC
839
Apella Capital
Connecticut
$257K +$2.18K +10 +0.9%
PWA
840
Pitcairn Wealth Advisors
Pennsylvania
$254K +$245K +1,125 New
TWM
841
Trueblood Wealth Management
Ohio
$253K – – –
CNB
842
Camden National Bank
Maine
$253K +$244K +1,122 New
SAM
843
Seelaus Asset Management
New Jersey
$251K +$242K +1,112 New
WCP
844
Wick Capital Partners
Pennsylvania
$250K +$241K +1,109 New
NRC
845
New Republic Capital
North Carolina
$250K +$241K +1,108 New
FI
846
Financial Insights
Washington
$250K -$109K -502 -31%
AI
847
Accredited Investors
Minnesota
$250K – – –
EWA
848
EP Wealth Advisors
California
$247K +$239K +1,098 New
WIC
849
Woodmont Investment Counsel
Tennessee
$247K +$238K +1,096 New
RCA
850
Resonant Capital Advisors
Wisconsin
$247K -$2.83K -13 -1%
32 33
34
35 36