We are live on ! Find out more
SHOP icon

Shopify
SHOP

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
951
Orion Capital Management
California
$191K +$177K +1,690 New
CI
952
CX Institutional
Indiana
$186K -$105K -1,000 -38%
PMFA
953
Plante Moran Financial Advisors
Michigan
$182K -$177K -1,690 -51%
AWA
954
Arkadios Wealth Advisors
Georgia
$175K +$124K +1,180 +319%
GI
955
Gradient Investments
Minnesota
$174K – – –
FA
956
Fortis Advisors
Pennsylvania
$170K – – –
LNWWM
957
Laird Norton Wetherby Wealth Management
California
$167K +$155K +1,480 New
AWM
958
Accel Wealth Management
Iowa
$164K +$152K +1,450 New
TC
959
Truvestments Capital
Florida
$161K +$150K +1,430 New
CFA
960
Carroll Financial Associates
North Carolina
$160K +$1.05K +10 +0.7%
AIM
961
Acropolis Investment Management
Missouri
$158K – – –
TIM
962
Tortoise Investment Management
New York
$158K – – –
RWA
963
Ropes Wealth Advisors
Massachusetts
$155K +$6.3K +60 +5%
CB
964
CNB Bank
Pennsylvania
$155K +$27.3K +260 +23%
TFM
965
TFC Financial Management
Massachusetts
$154K – – –
LFG
966
Larson Financial Group
Missouri
$149K +$50.4K +480 +57%
TFA
967
Toth Financial Advisory
Virginia
$147K +$2.1K +20 +2%
OSNBOA
968
Old Second National Bank of Aurora
Illinois
$139K – – –
EDRH
969
Edmond de Rothschild Holding
Switzerland
$139K +$129K +1,230 New
CFG
970
CKW Financial Group
Hawaii
$137K -$45.1K -430 -26%
CAL
971
Capital Analysts LLC
Pennsylvania
$135K -$735K -7,000 -85%
ADL
972
Asset Dedication LLC
California
$134K -$52.5K -500 -30%
BFC
973
Bedel Financial Consulting
Indiana
$134K – – –
TWA
974
TCI Wealth Advisors
Arizona
$132K +$3.15K +30 +3%
OIA
975
Optimum Investment Advisors
Illinois
$131K -$10.5K -100 -8%
37 38
39
40 41