We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1501
Spire Wealth Management
Virginia
$211K -$73.7K -1,215 -23%
WE
1502
Wealth Effects
Massachusetts
$210K +$241K +3,980 New
VBA
1503
von Borstel & Associates
Oregon
$210K +$1.94K +32 +0.8%
PM
1504
Penbrook Management
New York
$209K +$4.55K +75 +2%
PL
1505
Perpetual Ltd
Australia
$209K
DIM
1506
Delta Investment Management
California
$209K -$107K -1,760 -31%
OL
1507
Optas LLC
Texas
$209K -$27.6K -455 -10%
IIC
1508
Ironwood Investment Counsel
Arizona
$209K -$68.9K -1,136 -22%
PWW
1509
Pettyjohn Wood & White
Virginia
$208K -$9.34K -154 -4%
DG
1510
DMC Group
Alabama
$208K -$30.7K -507 -11%
EA
1511
Enclave Advisors
Texas
$208K -$2.49K -41 -1%
SSWM
1512
Strait & Sound Wealth Management
California
$208K -$12.1K -200 -5%
BAAM
1513
Baker Avenue Asset Management
California
$206K +$237K +3,902 New
DE
1514
Defiance ETFs
New York
$205K +$236K +3,890 New
PSP
1515
Pacific Sage Partners
Washington
$204K +$20.1K +331 +9%
JEST
1516
JTC Employer Solutions Trustee
Jersey
$203K -$48.5K -800 -17%
ML
1517
McAdam LLC
Pennsylvania
$203K -$188K -3,105 -45%
HCM
1518
Howard Capital Management
Georgia
$202K -$230K -3,795 -50%
ATC
1519
Adirondack Trust Company
New York
$202K
SWM
1520
Silverlake Wealth Management
Vermont
$202K +$9.4K +155 +4%
RB
1521
Rodgers Brothers
Pennsylvania
$201K +$1.03K +17 +0.4%
WMG
1522
WESCAP Management Group
California
$201K
SHGA
1523
Sand Hill Global Advisors
California
$200K +$230K +3,791 New
YDMI
1524
Y.D. More Investments
Israel
$198K -$119K -1,970 -34%
RFP
1525
Root Financial Partners
California
$198K -$8.49K -140 -4%