We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
QPW
2126
Quantum Private Wealth
Florida
$323K – – –
JWM
2127
Janiczek Wealth Management
Colorado
$321K -$97.4K -357 -25%
PWA
2128
Providence Wealth Advisors
Illinois
$321K -$8.19K -30 -2%
TFO
2129
Tarbox Family Office
California
$321K +$95.8K +351 +33%
FMB
2130
Field & Main Bank
Kentucky
$321K +$140K +513 +56%
BHIA
2131
Birch Hill Investment Advisors
Massachusetts
$320K – – –
LFP
2132
Leeward Financial Partners
Washington
$320K +$91.7K +336 +31%
BPCA
2133
Bank Pictet & Cie (Asia)
Singapore
$320K +$185K +678 +91%
CCM
2134
Carlson Capital Management
Minnesota
$319K -$256K -939 -40%
KCFA
2135
Key Client Fiduciary Advisors
New Jersey
$319K -$99.1K -363 -20%
SW
2136
Solidarity Wealth
Utah
$318K – – –
MKC
2137
M. Kraus & Co
Vermont
$318K +$4.91K +18 +1%
SFG
2138
Steward Financial Group
Texas
$318K +$5.73K +21 +2%
SFP
2139
Sweet Financial Partners
Minnesota
$318K +$63.9K +234 +20%
LIA
2140
LBMC Investment Advisors
Tennessee
$318K +$387K +1,416 New
KWM
2141
Kolinsky Wealth Management
New Jersey
$317K -$30.3K -111 -7%
AWA
2142
Aquire Wealth Advisors
Utah
$317K – – –
GCIA
2143
Gabelli & Co Investment Advisers
New York
$317K – – –
DHFB
2144
Dixon Hubard Feinour & Brown
Virginia
$316K -$287K -1,050 -43%
AF
2145
Apexium Financial
Texas
$316K +$114K +417 +42%
MP
2146
McDonald Partners
Ohio
$315K +$8.19K +30 +2%
BA
2147
Bluesphere Advisors
Pennsylvania
$314K -$187K -684 -33%
BPFA
2148
Barnes Pettey Financial Advisors
Mississippi
$314K +$6.55K +24 +2%
CPC
2149
Cookson Peirce & Co
Pennsylvania
$313K -$23.1M -84,651 -98%
PPW
2150
Parcion Private Wealth
Washington
$313K -$13.9K -51 -4%