We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SBF
2051
Sara-Bay Financial
Florida
$350K +$366K +10,759 New
FAM
2052
Fenimore Asset Management
New York
$349K – – –
DIM
2053
DC Investments Management
Virginia
$348K -$961K -28,298 -72%
WA
2054
Wealth Architects
California
$348K +$15.8K +465 +4%
CSPIA
2055
Cary Street Partners Investment Advisory
Virginia
$348K +$382K +11,246 New
PFA
2056
Pathway Financial Advisors
Vermont
$347K -$90.1K -2,651 -19%
LC
2057
Lincoln Capital
Nebraska
$346K – – –
MA
2058
MCF Advisors
Kentucky
$346K +$102 +3 +0%
HS
2059
Haafor (Singapore)
Singapore
$345K -$140K -4,122 -27%
CCM
2060
Chilton Capital Management
Texas
$344K -$150K -4,420 -28%
TWI
2061
Thomas White International
Illinois
$344K – – –
SB
2062
Strategic Blueprint
Georgia
$344K +$4.52K +133 +1%
AC
2063
Athanor Capital
New York
$344K +$376K +11,076 New
PSC
2064
Prentiss Smith & Co
Vermont
$342K -$11.8K -347 -3%
FSG
2065
Financial Strategies Group
Michigan
$340K – – –
PHAM
2066
Palisades Hudson Asset Management
Florida
$340K – – –
HI
2067
Hendershot Investments
Virginia
$339K +$20.7K +610 +6%
HWA
2068
Heritage Wealth Advisors
Virginia
$338K -$4.98M -146,570 -93%
GC
2069
Gilbert & Cook
Iowa
$337K +$18.1K +534 +5%
SCG
2070
Sonata Capital Group
Washington
$336K -$130K -3,822 -26%
SFI
2071
SPC Financial Inc
Maryland
$336K -$36.1K -1,063 -9%
PWSG
2072
Pacific Wealth Strategies Group
California
$336K +$20K +588 +6%
BMM
2073
Buffington Mohr McNeal
Idaho
$335K +$5.67K +167 +2%
RCA
2074
Rowland Carmichael Advisors
Arizona
$331K +$1.5K +44 +0.4%
IWS
2075
Insight Wealth Strategies
California
$331K +$8.94K +263 +3%