We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
2301
BSW Wealth Partners
Colorado
$12.6M +$17.7K +86 +0.1%
WEG
2302
World Equity Group
Illinois
$12.6M +$781K +3,799 +6%
PWM
2303
Pines Wealth Management
North Carolina
$12.6M -$137K -666 -1%
IA
2304
IFC Advisors
California
$12.6M -$20.6K -100 -0.2%
OWP
2305
ORG Wealth Partners
Texas
$12.6M +$298K +1,450 +2%
BSI
2306
Bennett Selby Investments
Maine
$12.6M +$1.69M +8,218 +15%
VIS
2307
Vega Investment Solutions
France
$12.6M -$2.2M -10,697 -15%
HPM
2308
Hoxton Planning & Management
West Virginia
$12.6M +$16K +78 +0.1%
VEM
2309
Vann Equity Management
Texas
$12.6M -$75.9K -369 -0.6%
WA1
2310
Wimmer Associates 1
California
$12.6M -$33.5K -163 -0.3%
TFGT
2311
TS Financial Group (TSFG)
Illinois
$12.6M -$203K -989 -2%
GWM
2312
Glass Wealth Management
Texas
$12.5M +$260K +1,264 +2%
EIA
2313
Eastover Investment Advisors
North Carolina
$12.5M -$339K -1,651 -3%
PCM
2314
Prelude Capital Management
New York
$12.5M -$6.9M -33,548 -35%
TGM
2315
Tenzing Global Management
California
$12.5M +$12.9M +62,500 New
AA
2316
Altman Advisors
Illinois
$12.5M -$227K -1,105 -2%
PGAM
2317
Princeton Global Asset Management
New Jersey
$12.5M +$443K +2,154 +4%
CA
2318
CGN Advisors
Kansas
$12.5M -$39.9K -194 -0.3%
ESC
2319
Eurizon SLJ Capital
$12.4M -$1.76M -8,559 -12%
CSIC
2320
Clifford Swan Investment Counsel
California
$12.4M -$587K -2,855 -4%
CIP
2321
Castlefield Investment Partners
$12.4M +$265K +1,290 +2%
WMA
2322
West Michigan Advisors
Michigan
$12.4M +$259K +1,262 +2%
IQI
2323
Integrated Quantitative Investments
Washington
$12.4M -$939K -4,569 -7%
RMC
2324
Ring Mountain Capital
California
$12.4M +$599K +2,913 +5%
FMB
2325
Field & Main Bank
Kentucky
$12.4M +$112K +545 +0.9%