We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
976
First Command Advisory Services
Texas
$572K – – –
PFPG
977
Pinnacle Financial Partners (Georgia)
Georgia
$571K -$58.1K -509 -9%
LA
978
LVW Advisors
New York
$570K -$92.1K -807 -14%
BCM
979
Boreal Capital Management
Florida
$570K +$136K +1,193 +31%
BTI
980
Blue Trust Inc
Georgia
$568K -$38.7K -339 -6%
RA
981
Rubicon Advisors
California
$568K -$28.4K -249 -5%
PI
982
Pachira Investments
California
$566K -$84.2K -738 -13%
IAMOG
983
Investors Asset Management of Georgia
Georgia
$565K -$4.68K -41 -0.8%
BFS
984
BridgePort Financial Solutions
Iowa
$563K +$563K +4,930 New
TCM
985
Triumph Capital Management
Colorado
$562K -$110K -960 -16%
FPAS
986
Focus Partners Advisor Solutions
Missouri
$560K +$85.7K +751 +18%
KCM
987
KRS Capital Management
Michigan
$558K +$12.6K +110 +2%
SWTS
988
Stonehaven Wealth & Tax Solutions
Wisconsin
$557K +$210K +1,843 +61%
PWP
989
Precedent Wealth Partners
Texas
$556K -$21.8K -191 -4%
Capstone Investment Advisors
990
Capstone Investment Advisors
New York
$555K -$272K -2,384 -33%
CRC
991
Curi RMB Capital
Illinois
$550K +$61.1K +535 +12%
GCP
992
Gill Capital Partners
Colorado
$550K -$131K -1,150 -19%
SICM
993
Sustainable Insight Capital Management
New York
$549K -$628K -5,500 -53%
CB
994
CNB Bank
Pennsylvania
$540K -$114K -1,001 -17%
MAM
995
MWA Asset Management
Massachusetts
$538K -$222K -1,946 -29%
OWA
996
Octavia Wealth Advisors
Ohio
$536K -$52.3K -458 -9%
IIA
997
IPG Investment Advisors
California
$534K +$534K +4,681 New
WHG
998
Westwood Holdings Group
Texas
$534K -$35.4K -310 -6%
RE
999
Rydar Equities
Texas
$533K +$17.1K +150 +4%
NPA
1000
Nichols & Pratt Advisers
Massachusetts
$533K – – –