We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1151
Sage Investment Advisers
New York
$310K +$333K +7,562 New
ALAM
1152
Asahi Life Asset Management
Japan
$310K -$16.7K -379 -5%
GF
1153
Gabelli Funds
New York
$309K +$84.1K +1,913 +34%
VCA
1154
Verdence Capital Advisors
Maryland
$309K +$102K +2,322 +45%
EFG
1155
Elevated Financial Group
Indiana
$308K -$154K -3,501 -32%
1WM
1156
1900 Wealth Management
Texas
$306K -$54.7K -1,243 -14%
RWM
1157
RKL Wealth Management
Pennsylvania
$306K -$60.7K -1,379 -16%
RWFS
1158
Rayburn West Financial Services
Tennessee
$304K – – –
AIM
1159
Advyzon Investment Management
Illinois
$304K +$76.2K +1,732 +31%
PA
1160
Prairie Advisory
Kansas
$304K +$326K +7,400 New
CCWM
1161
Cassaday & Co Wealth Management
Virginia
$303K +$11.4K +259 +4%
PPW
1162
Parcion Private Wealth
Washington
$302K -$36.2K -824 -10%
SCA
1163
Scott Capital Advisors
Oregon
$302K +$48.4K +1,100 +18%
UWS
1164
Unique Wealth Strategies
Illinois
$301K -$40.9K -930 -11%
AW
1165
Ankerstar Wealth
Texas
$301K +$3.69K +84 +1%
SWA
1166
Stratos Wealth Advisors
Ohio
$301K +$53.2K +1,209 +20%
HCM
1167
Howard Capital Management
Georgia
$300K +$153K +3,482 +91%
FWTB
1168
First Western Trust Bank
Colorado
$299K -$10.6K -241 -3%
SIC
1169
Salem Investment Counselors
North Carolina
$299K -$89.7K -2,040 -22%
IPWA
1170
International Private Wealth Advisors
California
$299K +$3.78K +86 +1%
CP
1171
Castleview Partners
Texas
$299K +$320K +7,283 New
TWP
1172
Tempus Wealth Planning
California
$297K -$15.3K -347 -5%
TAM
1173
Trillium Asset Management
Massachusetts
$296K -$52.5K -1,193 -14%
BI
1174
BFI Infinity
Switzerland
$296K – – –
SL
1175
Sentry LLC
Tennessee
$296K – – –