We are live on ! Find out more
SLB icon

SLB Ltd
SLB

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1001
Wealthspan Partners
Iowa
$373K – – –
FIA
1002
Foundations Investment Advisors
Arizona
$372K +$18.2K +409 +5%
BHWM
1003
Bar Harbor Wealth Management
New Hampshire
$368K – – –
EAM
1004
Eukles Asset Management
Ohio
$368K +$30.5K +686 +8%
PPWP
1005
Premier Path Wealth Partners
New Jersey
$366K +$64.2K +1,441 +20%
VT
1006
Vise Technologies
New York
$366K +$388K +8,715 New
CHJWM
1007
Carlton Hofferkamp & Jenks Wealth Management
Texas
$364K -$27.4K -615 -6%
CANC
1008
Culbertson A N & Co
Virginia
$362K +$86.8K +1,949 +29%
IAN
1009
Integrated Advisors Network
Texas
$361K +$3.29K +74 +0.9%
HCM
1010
Howard Capital Management
Georgia
$361K +$383K +8,599 New
CCG
1011
Coastwise Capital Group
California
$360K +$173K +3,892 +83%
SC
1012
Sawyer & Company
Massachusetts
$360K – – –
IF
1013
Intrua Financial
Texas
$359K -$10.8K -242 -3%
EAM
1014
Evanson Asset Management
California
$355K -$19.8K -445 -5%
CCAL
1015
City Center Advisors LLC
Michigan
$355K +$25.5K +572 +7%
VVP
1016
Venture Visionary Partners
Ohio
$352K – – –
MFG
1017
MidWestOne Financial Group
Iowa
$350K -$11.5K -259 -3%
IAA
1018
Independent Advisor Alliance
North Carolina
$349K -$134K -3,019 -27%
SFM
1019
Systematic Financial Management
New Jersey
$348K – – –
JEST
1020
JTC Employer Solutions Trustee
Jersey
$348K – – –
PP
1021
Patron Partners
Texas
$344K +$33.5K +752 +10%
CI
1022
Conning Inc
Connecticut
$342K -$5.25K -118 -1%
JSW
1023
Journey Strategic Wealth
New Jersey
$339K +$30.3K +681 +9%
CWM
1024
Calamos Wealth Management
Illinois
$336K +$9.44K +212 +3%
CAG
1025
Csenge Advisory Group
Florida
$336K -$37.4K -841 -10%
39 40
41
42 43