We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1701
Motive Wealth Advisors
Michigan
$589K +$16.5K +83 +4%
FWCM
1702
Ferguson Wellman Capital Management
Oregon
$588K +$23.8K +120 +7%
LWP
1703
LeClair Wealth Partners
Ohio
$585K +$385K +1,938 New
Verition Fund Management
1704
Verition Fund Management
Connecticut
$585K -$1M -5,062 -72%
JF
1705
JMN Financial
Ohio
$585K -$185K -932 -32%
IWA
1706
Invera Wealth Advisors
Oregon
$584K +$384K +1,935 New
KW
1707
Keyvantage Wealth
Pennsylvania
$579K -$1.79K -9 -0.5%
CAL
1708
Capital Analysts LLC
Pennsylvania
$579K -$43.7K -220 -10%
PHAM
1709
Palisades Hudson Asset Management
Florida
$579K – – –
SC
1710
Sepio Capital
Utah
$576K +$5.96K +30 +2%
SP
1711
Stonebrook Private
Michigan
$576K +$25.8K +130 +7%
PAW
1712
Plan A Wealth
Nebraska
$574K +$28K +141 +8%
SA
1713
Sovran Advisors
California
$572K +$23.8K +120 +4%
SEP
1714
Southland Equity Partners
Missouri
$569K +$1.39K +7 +0.4%
TAM
1715
Titleist Asset Management
Texas
$568K -$39.3K -198 -10%
1CP
1716
1015 Capital Partners
Pennsylvania
$567K -$6.15K -31 -2%
AM
1717
Atwater Malick
Pennsylvania
$565K +$2.78K +14 +0.8%
PCM
1718
Poehling Capital Management
Wisconsin
$564K -$675K -3,400 -65%
WRPWM
1719
Werba Rubin Papier Wealth Management
California
$563K -$269K -1,355 -42%
VVP
1720
Venture Visionary Partners
Ohio
$560K +$20.8K +105 +6%
CAM
1721
Cozad Asset Management
Illinois
$558K – – –
JTWM
1722
Jackson Thornton Wealth Management
Alabama
$558K +$367K +1,850 New
PCP
1723
Panoramic Capital Partners
Oregon
$558K -$91.5K -461 -20%
TAM
1724
Tocqueville Asset Management
New York
$557K +$58.6K +295 +19%
CS
1725
Cannell & Spears
New York
$555K – – –