We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
2676
Almanack Investment Partners
Pennsylvania
$4.7M -$387K -2,805 -7%
IIC
2677
Ironwood Investment Counsel
Arizona
$4.69M -$5.1K -37 -0.1%
PFA
2678
Petra Financial Advisors
Colorado
$4.68M -$70.8K -514 -1%
TBT
2679
Texas Bank & Trust
Texas
$4.67M +$4.79M +34,762 New
PWM
2680
Pinnacle Wealth Management
California
$4.65M -$15.3K -111 -0.3%
KWM
2681
Kolinsky Wealth Management
New Jersey
$4.65M +$206K +1,492 +5%
SP
2682
Stablepoint Partners
Massachusetts
$4.65M -$301K -2,186 -6%
PP
2683
Patten & Patten
Tennessee
$4.65M -$10.1K -73 -0.2%
HWP
2684
Heritage Wealth Partners
Ohio
$4.65M +$123K +896 +3%
B
2685
Bellecapital
Switzerland
$4.64M +$414K +3,004 +10%
NWAG
2686
Net Worth Advisory Group
Utah
$4.63M -$541K -3,927 -10%
WAM
2687
WNY Asset Management
New York
$4.62M -$94.8K -688 -2%
HL
2688
HeadInvest LLC
Maine
$4.62M -$442K -3,205 -9%
RAG
2689
RIA Advisory Group
Iowa
$4.62M +$1.97M +14,326 +71%
BCP
2690
Berkeley Capital Partners
Georgia
$4.61M +$73.1K +530 +2%
WIM
2691
Westside Investment Management
California
$4.6M -$351K -2,545 -7%
FFA
2692
Fi3 Financial Advisors
Indiana
$4.6M -$60.8K -441 -1%
HPIA
2693
Hamilton Point Investment Advisors
North Carolina
$4.59M +$71.1K +516 +2%
RFA
2694
Resurgent Financial Advisors
Georgia
$4.58M -$192K -1,395 -4%
NFP
2695
Narus Financial Partners
Utah
$4.58M +$536K +3,887 +13%
GGS
2696
Galvin Gaustad & Stein
Arizona
$4.58M -$40.2K -292 -0.8%
BMWS
2697
Brady Martz Wealth Solutions
North Dakota
$4.58M +$4.79M +34,727 New
SC
2698
Sykon Capital
New York
$4.57M -$264K -1,918 -5%
TI
2699
Truxt Investmentos
Brazil
$4.57M +$882K +6,396 +24%
VIG
2700
Vienna Insurance Group
Poland
$4.57M