We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
2601
Delap Wealth Advisory
Oregon
$230K +$231K +15,760 New
Lazard Frères Gestion
2602
Lazard Frères Gestion
France
$230K +$232K +15,800 New
EA
2603
Echo45 Advisors
California
$229K +$230K +15,650 New
RA
2604
Rodgers & Associates
Pennsylvania
$228K -$24.2K -1,650 -10%
BCG
2605
Breakwater Capital Group
New Jersey
$228K +$229K +15,620 New
WCAMG
2606
Woodard & Company Asset Management Group
North Carolina
$228K -$45.8K -3,120 -17%
VW
2607
Vance Wealth
California
$228K +$228K +15,580 New
Klingman & Associates
2608
Klingman & Associates
New York
$227K +$228K +15,560 New
HWP
2609
Heritage Wealth Partners
Ohio
$227K +$212K +14,440 New
KMWM
2610
Keudell/Morrison Wealth Management
Oregon
$227K +$227K +15,510 New
BLAM
2611
Bourne Lent Asset Management
New York
$226K +$226K +15,440 New
WWM
2612
Windsor Wealth Management
Indiana
$225K +$222K +15,130 New
CWM
2613
Cherrydale Wealth Management
New Jersey
$225K +$225K +15,370 New
SNBOSCI
2614
Security National Bank of Sioux City Iowa
Iowa
$224K +$225K +15,320 New
HHAA
2615
Henry H. Armstrong Associates
Pennsylvania
$223K +$224K +15,280 New
BFG
2616
Barber Financial Group
Kansas
$222K +$223K +15,220 New
SWM
2617
Salvus Wealth Management
New Jersey
$222K -$150K -10,250 -40%
HWM
2618
Horizon Wealth Management
Illinois
$222K -$48.3K -3,290 -18%
AA
2619
Addison Advisors
Vermont
$221K +$85.2K +5,810 +62%
AWG
2620
Altus Wealth Group
Colorado
$221K +$221K +15,100 New
JAM
2621
JCIC Asset Management
Ontario, Canada
$220K -$11K -750 -5%
BFG
2622
Bouchey Financial Group
New York
$220K +$221K +15,040 New
GCMG
2623
Gyroscope Capital Management Group
Florida
$219K +$220K +15,000 New
LAI
2624
Legal Advantage Investments
California
$219K +$220K +15,000 New
EI
2625
Ellevest Inc
New York
$218K -$22.4K -1,530 -9%