We are live on ! Find out more
IQV icon

IQVIA
IQV

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
1076
Morton Brown Family Wealth
Pennsylvania
$580 +$523 +3 New
SA
1077
Seneschal Advisors
Washington
$387 -$174 -1 -33%
GJIA
1078
Glass Jacobson Investment Advisors
Maryland
$387 – – –
VWA
1079
Valued Wealth Advisors
Utah
$387 – – –
IFWM
1080
Institute for Wealth Management
Colorado
$387 +$349 +2 New
HIA
1081
Harbor Investment Advisory
Maryland
$386 -$6.8K -39 -95%
ECA
1082
Elevated Capital Advisors
Utah
$386 – – –
TCM
1083
Timbuktu Capital Management
Massachusetts
$386 +$349 +2 New
VFM
1084
Vision Financial Markets
Connecticut
$204 – – –
QWM
1085
Quaker Wealth Management
New Jersey
$194 -$174 -1 -50%
MCA
1086
Maryland Capital Advisors
Maryland
$194 +$174 +1 New
TCA
1087
Trifecta Capital Advisors
Illinois
$194 +$174 +1 New
SWA
1088
SOA Wealth Advisors
New York
$193 – – –
DF
1089
Downshift Financial
Colorado
$193 +$174 +1 New
T
1090
Tidemark
California
$193 +$174 +1 New
CCM
1091
Cantillon Capital Management
New York
– -$292M -1,710,896 Closed
ZIG
1092
Zurich Insurance Group
Switzerland
– -$16.8M -98,727 Closed
FM
1093
Freemont Management
Switzerland
– -$13.8M -80,700 Closed
EAM
1094
EULAV Asset Management
Florida
– -$12.8M -75,034 Closed
BSA
1095
Braun Stacey Associates
New York
– -$11.9M -69,628 Closed
AC
1096
Armistice Capital
New York
– -$10.4M -60,884 Closed
FCM
1097
Freshford Capital Management
New York
– -$9.61M -56,371 Closed
RPAM
1098
Rhenman & Partners Asset Management
Sweden
– -$9.04M -53,000 Closed
CWM
1099
Calamos Wealth Management
Illinois
– -$8.68M -50,926 Closed
DT
1100
Diversified Trust
Tennessee
– -$8.33M -48,817 Closed
42 43
44
45 46