We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AP
276
Arlington Partners
Alabama
$244K +$259K +7,371 New
FOA
277
Five Oceans Advisors
California
$244K -$74K -2,104 -22%
KWM
278
Keebeck Wealth Management
Illinois
$243K +$258K +7,330 New
CAM
279
Cresset Asset Management
Illinois
$237K -$105K -2,992 -30%
FAFN
280
First Affirmative Financial Network
Colorado
$236K +$251K +7,125 New
DP
281
Dearborn Partners
Illinois
$235K
MHC
282
May Hill Capital
Massachusetts
$233K +$247K +7,019 New
PAM
283
Panagora Asset Management
Massachusetts
$233K
LFAS
284
Level Four Advisory Services
Texas
$231K +$245K +6,963 New
SWP
285
Sagespring Wealth Partners
Tennessee
$230K +$48.4K +1,376 +25%
VCM
286
Voleon Capital Management
California
$230K -$1.66M -47,166 -87%
HW
287
Hancock Whitney
Mississippi
$228K +$220K +6,259 New
NP
288
Nilsine Partners
Colorado
$224K +$37.9K +1,079 +21%
NWP
289
NerdWallet Wealth Partners
New York
$221K
NWAG
290
Net Worth Advisory Group
Utah
$220K +$8.82K +251 +4%
SRC
291
Sage Rhino Capital
California
$217K -$8.47K -241 -4%
DE
292
Diversified Enterprises
Delaware
$215K +$10.6K +301 +5%
ACC
293
Acorn Creek Capital
Colorado
$214K -$11.7K -333 -5%
FLPIM
294
F.L. Putnam Investment Management
Massachusetts
$212K +$27.1K +771 +14%
PFA
295
Pure Financial Advisors
California
$205K +$218K +6,194 New
FB
296
Fulton Bank
Pennsylvania
$205K +$217K +6,183 New
KAS
297
Kestra Advisory Services
Texas
$203K -$282K -8,027 -57%
MJP
298
Michael J. Puzo
$200K -$286K -8,140 -57%
HNB
299
Huntington National Bank
Ohio
$199K +$14.4K +409 +7%
PA
300
Parallel Advisors
California
$192K +$7.63K +217 +4%