We are live on ! Find out more
PSA icon

Public Storage
PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
601
Horst & Graben Wealth Management
Oregon
$733K – – –
CGL
602
Clarius Group LLC
Washington
$728K -$9.74K -30 -1%
SFG
603
Shum Financial Group
California
$728K +$694K +2,137 New
PMA
604
Prudent Man Advisors
Illinois
$720K – – –
CCM
605
Coldstream Capital Management
Washington
$718K +$93.5K +288 +17%
JWCA
606
J.W. Cole Advisors
Florida
$712K – – –
ETC
607
Exchange Traded Concepts
Oklahoma
$711K +$27.6K +85 +5%
GWMIA
608
Global Wealth Management Investment Advisory
Florida
$709K +$77.6K +239 +14%
BFM
609
Boothbay Fund Management
New York
$695K +$620K +1,911 New
GC
610
Guidance Capital
Kentucky
$695K -$8.44K -26 -1%
BJL
611
Brighton Jones LLC
Washington
$691K -$58.1K -179 -9%
AF
612
Arrow Financial
New York
$691K – – –
RAM
613
Ramirez Asset Management
New York
$691K – – –
SFS
614
Strategic Financial Services
New York
$690K – – –
CCM
615
Cullen Capital Management
New York
$688K – – –
WT
616
Whittier Trust
California
$680K +$25.6K +79 +4%
LTI
617
Laffer Tengler Investments
Tennessee
$679K +$19.8K +61 +3%
WP
618
WealthPLAN Partners
Nebraska
$672K – – –
CAM
619
Campion Asset Management
Virginia
$669K -$34.4K -106 -5%
LFG
620
Larson Financial Group
Missouri
$666K +$579K +1,783 +3,715%
VAS
621
Vestmark Advisory Solutions
Massachusetts
$659K – – –
BB
622
Burford Brothers
Texas
$651K -$21.8K -67 -4%
OIA
623
OneDigital Investment Advisors
Kansas
$644K +$37.3K +115 +7%
FMWA
624
Forvis Mazars Wealth Advisors
Missouri
$633K -$974 -3 -0.2%
BRWA
625
B. Riley Wealth Advisors
Florida
$632K -$159K -489 -22%
23 24
25
26 27