We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
701
Strategy Asset Managers
California
$245K
DFCM
702
Dark Forest Capital Management
Puerto Rico
$245K -$54K -160 -18%
DBIA
703
Dumont & Blake Investment Advisors
New Jersey
$245K
VFA
704
Valeo Financial Advisors
Indiana
$245K +$2.7K +8 +1%
WPW
705
Waldron Private Wealth
Pennsylvania
$243K +$675 +2 +0.3%
AMBIA
706
Allen Mooney & Barnes Investment Advisors
Georgia
$242K +$241K +713 New
PA
707
Pinnacle Associates
New York
$242K -$9.79K -29 -4%
FAN
708
Financial Advisors Network
California
$241K +$239K +708 New
BBW
709
Blue Barn Wealth
Utah
$239K +$4.05K +12 +2%
UCFA
710
United Capital Financial Advisors
Texas
$238K -$7.09K -21 -3%
BCCM
711
Bridge Creek Capital Management
Massachusetts
$238K
EFI
712
EHP Funds Inc
Canada
$238K
JG
713
Jain Global
New York
$238K +$236K +700 New
MCM
714
MAI Capital Management
Ohio
$235K +$234K +692 New
KCM
715
Kennedy Capital Management
Missouri
$234K +$232K +688 New
OIA
716
OneDigital Investment Advisors
Kansas
$233K +$232K +686 New
FIA
717
Foundations Investment Advisors
Arizona
$233K -$22.3K -66 -9%
VPF
718
Vantage Point Financial
Illinois
$233K +$231K +685 New
BPA
719
Beacon Pointe Advisors
California
$232K -$26.7K -79 -10%
CFA
720
CWS Financial Advisors
Michigan
$232K +$231K +683 New
CNTOF
721
Canandaigua National Trust of Florida
New York
$231K -$5.06K -15 -2%
LNWWM
722
Laird Norton Wetherby Wealth Management
California
$229K +$227K +674 New
GWM
723
Gitterman Wealth Management
New Jersey
$227K +$225K +666 New
ADL
724
Asset Dedication LLC
California
$226K
KRSITF
725
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$226K +$168K +499 +32%