We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1351
Convergence Investment Partners
Florida
$1.42M +$157K +786 +17%
Bailard
1352
Bailard
California
$1.42M +$2.4K +12 +0.2%
SAM
1353
SP Asset Management
California
$1.42M -$51.4K -257 -5%
CIAS
1354
CFS Investment Advisory Services
New Jersey
$1.41M +$11.4K +57 +1%
SFO
1355
Stokes Family Office
Louisiana
$1.41M +$43.4K +217 +4%
PSF
1356
Pacific Sun Financial
California
$1.41M +$1.36M +6,789 New
KFS
1357
Kaizen Financial Strategies
California
$1.41M -$50K -250 -5%
RFG
1358
Range Financial Group
Oregon
$1.41M +$10K +50 +0.9%
OW
1359
Olistico Wealth
Oklahoma
$1.4M -$13K -65 -1%
SWA
1360
SOA Wealth Advisors
New York
$1.4M +$20K +100 +2%
Y.D. More Investments
1361
Y.D. More Investments
Israel
$1.4M -$498K -2,492 -32%
PRA
1362
Pine Ridge Advisers
New York
$1.4M – – –
NEWAS
1363
N.E.W. Advisory Services
Wisconsin
$1.4M +$365K +1,823 +52%
DI
1364
Diligent Investors
California
$1.39M +$46.4K +232 +5%
EWP
1365
Elevation Wealth Partners
California
$1.39M -$20K -100 -2%
Forvis Mazars Wealth Advisors
1366
Forvis Mazars Wealth Advisors
Missouri
$1.39M -$202K -1,011 -16%
SPM
1367
Symmetry Peak Management
Pennsylvania
$1.39M +$359K +1,794 +51%
Foster Group
1368
Foster Group
Iowa
$1.39M +$42.4K +212 +4%
PW
1369
Peninsula Wealth
California
$1.38M +$10.2K +51 +1%
TSWM
1370
Tyler-Stone Wealth Management
Ohio
$1.38M +$1.06M +5,277 New
HM
1371
HCEP Management
Hong Kong
$1.38M +$1.05M +5,270 New
RAM
1372
Riggs Asset Management
Pennsylvania
$1.37M – – –
GC
1373
Gilbert & Cook
Iowa
$1.37M +$720K +3,600 +222%
HFA
1374
High Falls Advisors
New York
$1.37M +$185K +925 +22%
QPWM
1375
Quadrant Private Wealth Management
Pennsylvania
$1.36M -$38.4K -192 -4%