We are live on ! Find out more
SNOW icon

Snowflake

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
901
Capital Performance Advisors
California
$515K -$412K -2,241 -53%
MWM
902
Mattern Wealth Management
Kansas
$514K +$372K +2,020 New
LS
903
Livforsakringsbolaget Skandia
Sweden
$513K -$55.2K -300 -13%
HCM
904
Harvey Capital Management
Florida
$509K – – –
TWP
905
Triad Wealth Partners
Kansas
$507K +$13.4K +73 +5%
BFG
906
Beacon Financial Group
Texas
$505K +$38.6K +210 +12%
PWM
907
Prentice Wealth Management
New York
$503K +$4.97K +27 +1%
NEI
908
Northwest & Ethical Investments
Ontario, Canada
$499K -$409K -2,223 -53%
HCM
909
Howard Capital Management
Georgia
$498K +$360K +1,957 New
MFS
910
Mirabella Financial Services
United Kingdom
$498K +$61.1K +332 +20%
C
911
Certuity
Florida
$498K -$137K -745 -28%
RWI
912
Red Wave Investments
Pennsylvania
$496K – – –
MAM
913
Mystic Asset Management
Rhode Island
$496K -$54.7K -297 -13%
DI
914
Decision Investments
California
$495K -$28.7K -156 -7%
AT
915
American Trust
Kentucky
$494K +$357K +1,941 New
VWM
916
Venturi Wealth Management
Texas
$493K +$40.5K +220 +13%
OBWG
917
Onyx Bridge Wealth Group
New York
$490K +$11.8K +64 +3%
SFC
918
SYM Financial Corp
Indiana
$484K -$433K -2,352 -55%
RTC
919
Real Talk Capital
Tennessee
$482K -$15.1K -82 -4%
MWA
920
MN Wealth Advisors
Kansas
$482K -$150K -817 -30%
DI
921
Diligent Investors
California
$482K -$434K -2,356 -55%
LAM
922
L2 Asset Management
Massachusetts
$477K +$27.8K +151 +9%
SAM
923
Secure Asset Management
Michigan
$477K -$39.9K -217 -10%
WFI
924
West Family Investments
California
$476K +$344K +1,870 New
BFIM
925
Beese Fulmer Investment Management
Ohio
$474K -$6.07K -33 -2%