We are live on ! Find out more
NOW icon

ServiceNow
NOW

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
1451
Prosperity Financial Group
California
$481K +$13.4K +114 +3%
PWM
1452
Power Wealth Management
Georgia
$480K +$28.4K +241 +6%
IPWA
1453
International Private Wealth Advisors
California
$478K +$538K +4,576 New
HLA
1454
Hamilton Lane Advisors
Pennsylvania
$478K -$713K -6,063 -57%
VCP
1455
Verus Capital Partners
Arizona
$475K +$142K +1,205 +36%
GKWIM
1456
Gerber Kawasaki Wealth & Investment Management
California
$473K +$308K +2,614 +137%
AIA
1457
AssuredPartners Investment Advisors
Florida
$472K -$246K -2,093 -31%
SWM
1458
Segment Wealth Management
Texas
$471K -$11.9K -101 -2%
NIWA
1459
New Insight Wealth Advisors
California
$470K -$176K -1,495 -25%
WCP
1460
Wick Capital Partners
Pennsylvania
$470K +$245K +2,086 +87%
PW
1461
Paladin Wealth
Minnesota
$467K +$46K +391 +10%
CI
1462
Conning Inc
Connecticut
$463K -$125K -1,065 -19%
MA
1463
MJP Associates
Connecticut
$462K -$33.1K -281 -6%
GSEP
1464
Golden State Equity Partners
California
$461K -$328K -2,790 -39%
SGI
1465
Summit Global Investments
Utah
$461K -$279K -2,373 -35%
PCM
1466
Payne Capital Management
New York
$459K – – –
II
1467
Impact Investors
California
$455K -$318K -2,699 -38%
BB
1468
Bell Bank
North Dakota
$454K -$169K -1,435 -25%
EAM
1469
Evanson Asset Management
California
$453K +$24K +204 +5%
JRP
1470
Jasper Ridge Partners
California
$452K -$74.8K -636 -13%
EFS
1471
Essex Financial Services
Connecticut
$451K +$155K +1,316 +44%
DWM
1472
Drive Wealth Management
Utah
$451K -$44.9K -382 -8%
RWP
1473
Revolve Wealth Partners
New Jersey
$451K -$23.1K -196 -4%
DCM
1474
Dudley Capital Management
Virginia
$450K -$51.8K -440 -9%
RFO
1475
RiverGlades Family Offices
Florida
$450K +$506K +4,300 New
57 58
59
60 61