We are live on ! Find out more
SNOW icon

Snowflake

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
851
Capital Investment Advisors
Georgia
$220K +$264K +1,360 New
QWM
852
Quadcap Wealth Management
Texas
$218K -$28.5K -147 -10%
PCA
853
Pallas Capital Advisors
Massachusetts
$217K +$260K +1,341 New
KWA
854
Kingswood Wealth Advisors
California
$215K +$258K +1,332 New
EPA
855
Element Pointe Advisors
Florida
$215K +$1.16K +6 +0.5%
EWM
856
Evercore Wealth Management
New York
$214K – – –
TCOO
857
Trust Company of Oklahoma
Oklahoma
$214K +$194 +1 +0.1%
DWA
858
Delap Wealth Advisory
Oregon
$213K +$256K +1,321 New
BWP
859
Balboa Wealth Partners
Arizona
$213K +$255K +1,317 New
FP
860
Financial Perspectives
Minnesota
$212K -$62.2K -321 -20%
LOIM
861
Liberty One Investment Management
Illinois
$212K +$32.2K +166 +14%
FB
862
Fulton Bank
Pennsylvania
$212K +$254K +1,310 New
PIA
863
Powell Investment Advisors
Florida
$211K – – –
AFP
864
Ausdal Financial Partners
Iowa
$209K +$26.4K +136 +12%
FCM
865
Fourpath Capital Management
Oklahoma
$208K -$2.52K -13 -1%
AF
866
Alerus Financial
North Dakota
$207K – – –
SC
867
Savant Capital
Illinois
$205K +$246K +1,271 New
WDG
868
Wealth Dimensions Group
Ohio
$205K +$246K +1,270 New
BFIC
869
Bedell Frazier Investment Counselling
California
$204K +$245K +1,264 New
PCM
870
Prelude Capital Management
New York
$204K +$244K +1,260 New
HIA
871
Harbor Investment Advisory
Maryland
$202K -$19.4K -100 -7%
Fayez Sarofim & Co
872
Fayez Sarofim & Co
Texas
$202K – – –
SAG
873
Spotlight Asset Group
Illinois
$202K +$77.6K +400 +47%
CI Investments Inc
874
CI Investments Inc
Ontario, Canada
$195K -$269K -1,386 -53%
GCM
875
Gables Capital Management
Florida
$188K -$97K -500 -30%