We are live on ! Find out more
SNOW icon

Snowflake

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
976
Bay Colony Advisors
Massachusetts
$279K +$225K +1,245 New
JWM
977
Jeppson Wealth Management
California
$274K +$221K +1,224 New
MSFP
978
Mark Sheptoff Financial Planning
Connecticut
$274K +$221K +1,224 New
I
979
InceptionR
California
$273K -$59.3K -328 -21%
Allspring Global Investments
980
Allspring Global Investments
North Carolina
$271K +$227K +1,256 New
RWA
981
Roberts Wealth Advisors
California
$269K -$145K -800 -40%
IWA
982
Icon Wealth Advisors
Texas
$269K -$7.77K -43 -3%
MFS
983
Mirabella Financial Services
United Kingdom
$269K +$217K +1,200 New
TPWA
984
Twin Peaks Wealth Advisors
California
$268K -$34.2K -189 -12%
LNWWM
985
Laird Norton Wetherby Wealth Management
California
$266K +$215K +1,190 New
TAM
986
Tocqueville Asset Management
New York
$266K +$215K +1,190 New
PIA
987
Prakash Investment Advisors
Massachusetts
$265K
SAM
988
Silvercrest Asset Management
New York
$264K -$90.4K -500 -30%
QFW
989
QTR Family Wealth
Florida
$263K +$213K +1,177 New
FWM
990
Forza Wealth Management
Florida
$263K +$213K +1,176 New
RC
991
Rahlfs Capital
Texas
$262K +$212K +1,172 New
JIC
992
Johnson Investment Counsel
Ohio
$262K +$212K +1,171 New
KAM
993
Knightsbridge Asset Management
California
$261K +$211K +1,165 New
BOH
994
Bank of Hawaii
Hawaii
$261K -$1.05M -5,810 -83%
DWT
995
Dorsey & Whitney Trust
South Dakota
$260K +$210K +1,163 New
AWA
996
Arkadios Wealth Advisors
Georgia
$259K +$210K +1,160 New
WPA
997
Wealth Preservation Advisors
Tennessee
$259K +$904 +5 +0.4%
AFP
998
Ausdal Financial Partners
Iowa
$258K -$138K -765 -40%
IA
999
Intellus Advisors
Florida
$257K +$208K +1,150 New
BCM
1000
Barometer Capital Management
Ontario, Canada
$255K +$206K +1,140 New