We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1851
World Investment Advisors
California
$224K +$162K +1,172 New
APG
1852
Abacus Planning Group
South Carolina
$224K +$177K +1,284 New
SI
1853
Scharf Investments
California
$224K +$178K +1,287 New
KWM
1854
Keebeck Wealth Management
Illinois
$223K +$178K +1,285 New
LCS
1855
Levin Capital Strategies
New York
$222K -$207K -1,500 -54%
AA
1856
AlphaMark Advisors
Kentucky
$222K – – –
PIA
1857
Pinion Investment Advisors
Kansas
$222K +$176K +1,274 New
CFA
1858
Capstone Financial Advisors
Illinois
$222K +$176K +1,275 New
GIM
1859
Grassi Investment Management
California
$222K +$176K +1,275 New
PA
1860
PSI Advisors
Florida
$221K +$176K +1,270 New
CCA
1861
Column Capital Advisors
Indiana
$220K +$49.8K +360 +40%
KCM
1862
Kanawha Capital Management
Virginia
$220K +$174K +1,261 New
MPPLM
1863
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$219K +$174K +1,257 New
RI
1864
Rudd International
Florida
$219K +$174K +1,257 New
PW
1865
Peninsula Wealth
California
$219K +$174K +1,258 New
DL
1866
DOHJ LLC
Washington
$218K +$152K +1,103 New
AIM
1867
Alhambra Investment Management
Florida
$218K +$173K +1,250 New
KS
1868
Karpas Strategies
Connecticut
$218K +$173K +1,250 New
GFS
1869
GYL Financial Synergies
Connecticut
$218K +$173K +1,252 New
MIC
1870
Meridian Investment Counsel
California
$218K +$173K +1,252 New
CWM
1871
Connecticut Wealth Management
Connecticut
$218K +$173K +1,253 New
HC
1872
Henshaw Capital
Massachusetts
$214K +$169K +1,226 New
DI
1873
DAGCO Inc
Ohio
$213K +$169K +1,220 New
UAS
1874
United Asset Strategies
New York
$213K +$169K +1,223 New
LF
1875
Lantz Financial
Illinois
$213K +$169K +1,225 New