We are live on ! Find out more
ROKU icon

Roku
ROKU

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
701
SFE Investment Counsel
California
$227K +$175K +495 New
PG
702
Prostatis Group
Maryland
$227K +$175K +494 New
SDH
703
Sloy Dahl & Holst
Washington
$225K +$173K +490 New
IC
704
IEQ Capital
California
$223K +$172K +486 New
WAP
705
Wealthcare Advisory Partners
Pennsylvania
$222K +$26.5K +75 +18%
VC
706
Vicus Capital
Pennsylvania
$221K -$195K -550 -53%
PWM
707
Perigon Wealth Management
California
$221K +$170K +481 New
CAM
708
Claret Asset Management
Quebec, Canada
$219K +$169K +477 New
CPO
709
Cerity Partners OCIO
New York
$216K +$166K +470 New
ODG
710
O'Dell Group
Ohio
$216K +$167K +471 New
GIM
711
Greylin Investment Management
Virginia
$214K +$165K +467 New
9WM
712
9258 Wealth Management
Ohio
$213K +$164K +463 New
IWC
713
Integrated Wealth Concepts
Massachusetts
$212K +$163K +461 New
ANTB
714
AMG National Trust Bank
Colorado
$207K +$159K +450 New
SFG
715
SageGuard Financial Group
Tennessee
$206K +$158K +448 New
CIP
716
Chartwell Investment Partners
Pennsylvania
$206K +$159K +449 New
RM
717
Resource Management
Louisiana
$205K +$158K +447 New
CCIA
718
Cherry Creek Investment Advisors
Colorado
$203K +$157K +443 New
SSB
719
Sandy Spring Bank
Maryland
$202K – – –
SIC
720
Salem Investment Counselors
North Carolina
$194K -$63.3K -179 -30%
TFM
721
TFC Financial Management
Massachusetts
$194K +$3.54K +10 +2%
CFA
722
Carroll Financial Associates
North Carolina
$190K +$119K +337 +438%
MA
723
Modus Advisors
Minnesota
$189K +$146K +412 New
GEA
724
Glen Eagle Advisors
New Jersey
$184K -$141K -400 -50%
RCA
725
Ranch Capital Advisors
Florida
$175K +$14.9K +42 +12%
27 28
29
30 31