We are live on ! Find out more
NOW icon

ServiceNow
NOW

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1001
Valeo Financial Advisors
Indiana
$1.53M -$69.1K -587 -4%
UB
1002
Umpqua Bank
Oregon
$1.53M +$154K +1,311 +10%
SOAM
1003
SBI Okasan Asset Management
Japan
$1.53M -$247K -2,100 -13%
IIM
1004
Intact Investment Management
Quebec, Canada
$1.52M +$266K +2,265 +18%
BC
1005
Bridgefront Capital
Texas
$1.51M +$524K +4,451 +44%
WC
1006
Waterloo Capital
Texas
$1.51M -$663K -5,635 -28%
MC
1007
Machina Capital
France
$1.51M +$1.33M +11,303 +360%
AI
1008
AXS Investments
New York
$1.5M -$200K -1,698 -11%
SWASL
1009
Spartan Wealth Advisory Services LLC
Michigan
$1.5M +$1.68M +14,306 New
JPWM
1010
Jamison Private Wealth Management
Georgia
$1.5M -$12.9K -110 -0.8%
SWM
1011
Sendero Wealth Management
Texas
$1.49M +$536K +4,555 +47%
MYIA
1012
Mount Yale Investment Advisors
Colorado
$1.49M +$862K +7,330 +106%
GPWM
1013
Grant Private Wealth Management
California
$1.48M +$229K +1,945 +16%
AWM
1014
Angeles Wealth Management
California
$1.47M +$589K +5,006 +56%
FGP
1015
Foyston, Gordon, & Payne
Ontario, Canada
$1.46M +$1.65M +14,000 New
BHC
1016
Bull Harbor Capital
Maryland
$1.46M +$1.65M +13,999 New
AWG
1017
Altus Wealth Group
Colorado
$1.46M -$8K -68 -0.5%
IIWM
1018
Investment Insight Wealth Management
New York
$1.46M -$17.6K -150 -1%
FMI
1019
Frec Markets Inc
California
$1.45M +$939K +7,982 +136%
CWM
1020
Circle Wealth Management
New Jersey
$1.43M -$429K -3,646 -21%
PWA
1021
Pitcairn Wealth Advisors
Pennsylvania
$1.43M -$211K -1,796 -16%
VA
1022
VestGen Advisors
Illinois
$1.43M -$2.57M -21,816 -58%
KOCAA
1023
Knights of Columbus Asset Advisors
Connecticut
$1.42M +$791K +6,722 +98%
BHB
1024
Bank Hapoalim BM
Israel
$1.41M -$121K -1,030 -7%
PPWP
1025
Premier Path Wealth Partners
New Jersey
$1.41M +$520K +4,416 +49%
39 40
41
42 43