We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SPFA
1276
Summit Place Financial Advisors
New Jersey
$3.84M +$121K +5,590 +4%
OWA
1277
Octavia Wealth Advisors
Ohio
$3.84M -$4.98K -230 -0.2%
LCM
1278
Liberty Capital Management
Michigan
$3.84M -$6.92K -320 -0.2%
RFN
1279
RDA Financial Network
Iowa
$3.83M -$57.8K -2,670 -2%
HKIM
1280
Hayek Kallen Investment Management
Alabama
$3.83M -$56.3K -2,600 -2%
MSAM
1281
Moloney Securities Asset Management
Missouri
$3.82M -$233K -10,760 -7%
SAM
1282
Smithbridge Asset Management
Pennsylvania
$3.81M +$10.8K +500 +0.4%
SAM
1283
SignalPoint Asset Management
Missouri
$3.81M +$45.9K +2,120 +2%
LRWA
1284
Long Run Wealth Advisors
New York
$3.8M -$1.51M -69,770 -34%
BWA
1285
BDO Wealth Advisors
Florida
$3.8M -$146K -6,730 -5%
NHT
1286
New Hampshire Trust
New Hampshire
$3.79M -$113K -5,220 -4%
FDS
1287
First Dallas Securities
Texas
$3.79M -$12.6K -580 -0.4%
CT
1288
Columbia Trust
Oregon
$3.79M -$133K -6,140 -4%
FRA
1289
Frank Rimerman Advisors
California
$3.79M
PWSG
1290
Pacific Wealth Strategies Group
California
$3.79M -$34.6K -1,600 -1%
FDS
1291
Freedom Day Solutions
Texas
$3.78M -$225K -10,410 -7%
IRAG
1292
Investment Research & Advisory Group
Georgia
$3.78M +$235K +10,850 +9%
PFS
1293
Physicians Financial Services
North Carolina
$3.77M -$41.1K -1,900 -1%
3IP
1294
3Chopt Investment Partners
Virginia
$3.76M +$208K +9,600 +8%
TL
1295
Tradewinds LLC
North Carolina
$3.75M +$2.92M +135,050 New
EWM
1296
EPG Wealth Management
Georgia
$3.75M +$1.11M +51,320 +61%
HGCK
1297
HPC Germany & Co KG
Germany
$3.75M
SSWM
1298
Strait & Sound Wealth Management
California
$3.74M -$175K -8,080 -6%
CA
1299
Cullinan Associates
Kentucky
$3.72M -$671K -31,000 -19%
SIG
1300
Stonegate Investment Group
Alabama
$3.72M +$275K +12,690 +10%