We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1451
Freedom Investment Management
Connecticut
$2.14M -$418K -1,387 -17%
TCM
1452
TABR Capital Management
California
$2.14M +$203K +674 +11%
VFPW
1453
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.14M +$41.3K +137 +2%
RWM
1454
Revisor Wealth Management
Ohio
$2.14M -$10.2K -34 -0.5%
DCM
1455
Dudley Capital Management
Virginia
$2.14M +$34.6K +115 +2%
Polen Capital Management
1456
Polen Capital Management
Florida
$2.14M +$2.03M +6,722 New
AMI
1457
Amica Mutual Insurance
Rhode Island
$2.13M -$600K -1,993 -23%
SIA
1458
SkyView Investment Advisors
New Jersey
$2.13M -$303K -1,006 -13%
EPIM
1459
Evelyn Partners Investment Management
$2.13M +$22K +73 +1%
LC
1460
Landaas & Company
Wisconsin
$2.13M +$125K +415 +7%
FP
1461
Fiduciary Planning
Florida
$2.13M -$66.6K -221 -3%
AL
1462
Aspiriant LLC
California
$2.13M -$34K -113 -2%
TPWA
1463
Twin Peaks Wealth Advisors
California
$2.12M -$846K -2,809 -31%
OWP
1464
ORG Wealth Partners
Texas
$2.11M +$673K +2,234 +47%
ANTB
1465
AMG National Trust Bank
Colorado
$2.11M +$594K +1,970 +42%
OAM
1466
Occidental Asset Management
California
$2.11M +$34.3K +114 +2%
EL
1467
EWA LLC
Pennsylvania
$2.11M -$69.6K -231 -3%
LWL
1468
Leo Wealth LLC
Texas
$2.11M +$785K +2,607 +65%
TFA
1469
Toth Financial Advisory
Virginia
$2.1M +$76.8K +255 +4%
CWP
1470
Capital Wealth Planning
Florida
$2.1M +$553K +1,834 +38%
CHAM
1471
Clear Harbor Asset Management
Connecticut
$2.1M -$493K -1,636 -20%
SIAG
1472
Safeguard Investment Advisory Group
California
$2.1M -$95.2K -316 -5%
MTIM
1473
Marathon Trading Investment Management
Pennsylvania
$2.09M +$1.99M +6,594 New
PWM
1474
Purus Wealth Management
California
$2.09M +$110K +366 +6%
GFA
1475
Gallagher Fiduciary Advisors
Illinois
$2.09M +$37.4K +124 +2%