We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
701
Pure Financial Advisors
California
$293K +$17.3K +64 +6%
BVP
702
Bristlecone Value Partners
California
$292K +$296K +1,093 New
WPC
703
Wedmont Private Capital
Pennsylvania
$285K +$14.4K +53 +5%
MOS
704
MGO One Seven
Ohio
$281K -$31.7K -117 -10%
IP
705
Indivisible Partners
Florida
$281K +$542 +2 +0.2%
UIA
706
Ulland Investment Advisors
Minnesota
$278K
EFG
707
Ethos Financial Group
Pennsylvania
$277K +$281K +1,038 New
VAS
708
Vestmark Advisory Solutions
Massachusetts
$276K -$3.25K -12 -1%
AIA
709
Affinity Investment Advisors
California
$276K +$37.9K +140 +16%
FTWA
710
Fifth Third Wealth Advisors
Ohio
$276K -$3.79K -14 -1%
FHA
711
Flagship Harbor Advisors
Massachusetts
$275K +$271 +1 +0.1%
AIM
712
Athena Investment Management
California
$274K
OC
713
Oppenheimer & Co
New York
$274K
OAM
714
Ostrum Asset Management
France
$274K +$173K +640 +166%
AAP
715
Arax Advisory Partners
Colorado
$272K -$144K -533 -34%
MAS
716
Meeder Advisory Services
Ohio
$272K +$11.9K +44 +5%
HH
717
Hilltop Holdings
Texas
$271K -$167K -615 -38%
WT
718
Whittier Trust
California
$271K -$45.2K -167 -14%
DM
719
Diversified Management
Wisconsin
$268K +$1.63K +6 +0.6%
IFWM
720
Institute for Wealth Management
Colorado
$268K
MSWM
721
McGlone Suttner Wealth Management
Wisconsin
$268K
AFG
722
ABLE Financial Group
Arizona
$267K
AP
723
Atwood & Palmer
Missouri
$267K
LBC
724
Lowe Brockenbrough & Co
Virginia
$267K
NAM
725
NTV Asset Management
West Virginia
$267K