We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
951
HUB Investment Partners
Texas
$307K +$34.5K +280 +15%
PA
952
PSI Advisors
Florida
$306K +$259K +2,100 New
CAM
953
Cypress Asset Management
Texas
$305K – – –
SFS
954
Summit Financial Strategies
Ohio
$301K – – –
HWA
955
HHM Wealth Advisors
Tennessee
$301K +$160K +1,300 +171%
MCM
956
Maple Capital Management
Vermont
$300K – – –
TWM
957
Triton Wealth Management
Arizona
$298K +$246K +2,000 New
PFA
958
Paradigm Financial Advisors
Missouri
$295K – – –
CP
959
Cumberland Partners
Ontario, Canada
$293K -$123K -1,000 -33%
GG
960
Gleason Group
Kentucky
$292K – – –
SAMT
961
Select Asset Management & Trust
Pennsylvania
$292K – – –
SFBLI
962
Southern Farm Bureau Life Insurance
Mississippi
$292K – – –
VCM
963
Vision Capital Management
Oregon
$292K – – –
AWE
964
Avidian Wealth Enterprises
Texas
$292K +$246K +2,000 New
NL
965
NKCFO LLC
Illinois
$292K +$246K +2,000 New
TCWM
966
Total Clarity Wealth Management
Illinois
$286K +$77.6K +630 +47%
SSB
967
Sandy Spring Bank
Maryland
$285K – – –
YMRC
968
Yorktown Management & Research Company
Virginia
$285K – – –
FFA
969
First Foundation Advisors
California
$283K -$4.93K -40 -2%
AIP
970
Ahrens Investment Partners
Louisiana
$283K – – –
SEIA
971
Signature Estate & Investment Advisors
California
$282K -$28.3K -230 -11%
HB
972
Homrich & Berg
Georgia
$282K +$14.8K +120 +7%
PSUF
973
People's United Financial
Connecticut
$281K – – –
KFP
974
KB Financial Partners
New Jersey
$279K -$1.23K -10 -0.5%
HIM
975
Hanlon Investment Management
New Jersey
$278K – – –