We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
1826
Inlet Private Wealth
Florida
$342K +$129K +5,200 +46%
LFS
1827
Lighthouse Financial Services
California
$342K +$15.5K +625 +4%
WF
1828
WealthPoint Financial
North Carolina
$342K +$40.6K +1,636 +11%
DWM
1829
Destination Wealth Management
California
$342K -$140K -5,623 -25%
CBT
1830
Central Bank & Trust
Kentucky
$341K +$33.5K +1,350 +9%
IASG
1831
Investment Advisory Services Group
Florida
$341K +$409K +16,486 New
VEM
1832
Vann Equity Management
Texas
$341K +$11K +443 +3%
SN
1833
Sittner & Nelson
Oregon
$341K -$422 -17 -0.1%
MFG
1834
Monte Financial Group
Connecticut
$341K +$2.43K +98 +0.7%
SWMG
1835
Sard Wealth Management Group
Georgia
$340K +$1.51K +61 +0.4%
TWP
1836
Tempus Wealth Planning
California
$340K +$74 +3 +0%
RHDIC
1837
R.H. Dinel Investment Counsel
California
$339K – – –
KA
1838
Kercheville Advisors
Texas
$339K +$9.13K +368 +2%
SCP
1839
Sandhill Capital Partners
New York
$338K -$9.93K -400 -2%
MHIC
1840
Marble Harbor Investment Counsel
Massachusetts
$338K – – –
CRI
1841
Colonial River Investments
Virginia
$337K -$18K -725 -4%
BIP
1842
Blueprint Investment Partners
North Carolina
$337K -$777K -31,306 -66%
USWIA
1843
UP Strategic Wealth Investment Advisors
Pennsylvania
$337K +$47.9K +1,930 +15%
MG
1844
Marex Group
$337K -$225K -9,058 -36%
WTA
1845
Washington Trust Advisors
Massachusetts
$336K -$33.4K -1,347 -8%
HVIA
1846
Hudson Valley Investment Advisors
New York
$335K -$13.9K -559 -3%
DA
1847
Detalus Advisors
Missouri
$335K +$1.76K +71 +0.4%
FCB
1848
First County Bank
Connecticut
$335K -$17.6K -709 -4%
KIG
1849
Kessler Investment Group
Indiana
$335K +$7.84K +316 +2%
HIM
1850
Hanlon Investment Management
New Jersey
$334K +$894 +36 +0.2%