We are live on ! Find out more
SHOP icon

Shopify
SHOP

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
926
Centaurus Financial
California
$330K -$11.1K -90 -4%
TIAM2
927
Tru Independence Asset Management 2
Oregon
$330K +$278K +2,260 New
BPC
928
Banque Pictet & Cie
Switzerland
$329K – – –
FHC
929
First Horizon Corporation
Tennessee
$328K – – –
IHL
930
Investment House LLC
California
$327K +$30.8K +250 +13%
YIA
931
YHB Investment Advisors
Connecticut
$326K – – –
SEP
932
Southland Equity Partners
Missouri
$326K – – –
WWM
933
Western Wealth Management
Colorado
$325K -$221K -1,790 -44%
DFA
934
Delta Financial Advisors
Louisiana
$323K +$49.3K +400 +22%
RC
935
RegentAtlantic Capital
New Jersey
$321K +$1.23K +10 +0.5%
WA
936
Wealth Architects
California
$320K +$4.93K +40 +2%
NDSI
937
Newman Dignan & Sheerar Inc
Rhode Island
$317K +$2.46K +20 +0.9%
PWM
938
Perigon Wealth Management
California
$316K -$20.9K -170 -7%
CAM
939
Carret Asset Management
New York
$316K +$266K +2,160 New
CPC
940
Congress Park Capital
New York
$316K +$266K +2,160 New
MTC
941
McDaniel Terry & Co
Texas
$314K -$6.16K -50 -2%
VWM
942
Valley Wealth Managers
New Jersey
$314K – – –
LFA
943
Landmark Financial Advisors
Kentucky
$314K +$265K +2,150 New
EWM
944
Executive Wealth Management
Michigan
$312K -$112K -910 -30%
CB
945
CNB Bank
Pennsylvania
$312K +$27.1K +220 +12%
PA
946
Pinnacle Associates
New York
$311K -$142K -1,150 -35%
BCM
947
Bourgeon Capital Management
Connecticut
$311K – – –
CFA
948
Capstone Financial Advisors
Illinois
$311K – – –
LWIC
949
Leith Wheeler Investment Counsel
British Columbia, Canada
$310K – – –
CPO
950
Cerity Partners OCIO
New York
$308K -$17.3K -140 -6%
36 37
38
39 40