We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PSP
3026
Pacific Sage Partners
Washington
$209K -$29K -269 -12%
JSAM
3027
J. Safra Asset Management
New York
$209K – – –
CFA
3028
Cahill Financial Advisors
Minnesota
$208K +$211K +1,954 New
GWA
3029
Geometric Wealth Advisors
District of Columbia
$207K +$194K +1,800 New
CL
3030
COWA LLC
Oklahoma
$207K -$31.2K -289 -13%
MA
3031
Modus Advisors
Minnesota
$205K +$2.16K +20 +1%
CFP
3032
Curran Financial Partners
South Carolina
$204K +$208K +1,922 New
CIM
3033
Chapman Investment Management
California
$204K -$114K -1,056 -35%
BWIA
3034
Bryant Woods Investment Advisors
New York
$204K +$1.08K +10 +0.5%
RA
3035
Ruggaard & Associates
Ohio
$204K +$207K +1,915 New
WRPWM
3036
Werba Rubin Papier Wealth Management
California
$204K +$3.67K +34 +2%
RC
3037
Rovin Capital
Arizona
$203K -$17.1K -158 -8%
TC
3038
Truvestments Capital
Florida
$203K -$17K -157 -8%
F4L
3039
Fortune 45 LLC
Louisiana
$202K -$166K -1,537 -45%
FWM
3040
Fortress Wealth Management
California
$201K – – –
B
3041
Bridgeworth
Alabama
$201K -$7.99K -74 -4%
Todd Asset Management
3042
Todd Asset Management
Kentucky
$200K – – –
CWM
3043
Cranbrook Wealth Management
Michigan
$197K – – –
CIA
3044
Cascade Investment Advisors
Oregon
$196K +$108 +1 +0.1%
Hills Bank & Trust
3045
Hills Bank & Trust
Iowa
$196K -$26.8K -248 -12%
AIP
3046
Ahrens Investment Partners
Louisiana
$195K +$198K +1,832 New
LF
3047
Lee Financial
Texas
$189K -$7.99K -74 -4%
NIMI
3048
Natixis Investment Managers International
France
$188K -$94K -871 -33%
AWM
3049
Abound Wealth Management
Tennessee
$181K +$15.2K +141 +9%
WIM
3050
WealthPlan Investment Management
Nebraska
$181K -$1.14M -10,526 -86%