We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
876
Kingsview Wealth Management
Oregon
$535K -$127K -1,373 -17%
Kayne Anderson Rudnick Investment Management
877
Kayne Anderson Rudnick Investment Management
California
$531K +$7.21K +78 +1%
BCM
878
Birch Capital Management
Texas
$526K
AWA
879
Amplius Wealth Advisors
Pennsylvania
$522K +$105K +1,134 +22%
HA
880
HYA Advisors
Missouri
$521K +$1.85K +20 +0.3%
TFA
881
Teamwork Financial Advisors
Texas
$516K -$438K -4,737 -43%
VC
882
Veracity Capital
Georgia
$516K -$6.66K -72 -1%
BTWM
883
Baker Tilly Wealth Management
Wisconsin
$512K -$646K -6,989 -53%
WWM
884
Western Wealth Management
Colorado
$509K -$47.8K -517 -8%
IC
885
Inverness Counsel
New York
$509K
FPS
886
Fieldpoint Private Securities
Connecticut
$507K -$199K -2,156 -26%
EFSCE
887
Enterprise Financial Services Corp (EFSC)
Missouri
$507K +$71.1K +769 +14%
PHS
888
Pekin Hardy Strauss
Illinois
$504K -$772K -8,345 -58%
CCG
889
Cloverfields Capital Group
Minnesota
$498K
VFA
890
Values First Advisors
Tennessee
$497K +$157K +1,702 +39%
SPWM
891
Schrum Private Wealth Management
Florida
$496K -$65.1K -704 -10%
BSW
892
Buckingham Strategic Wealth
Missouri
$496K +$93.2K +1,008 +20%
SXL
893
Summit X LLC
Missouri
$494K -$26.5K -287 -5%
MYLI
894
Meiji Yasuda Life Insurance
Japan
$494K
GWM
895
Gitterman Wealth Management
New Jersey
$490K -$2.59K -28 -0.5%
SIG
896
Spinnaker Investment Group
California
$487K -$18.9K -204 -3%
YIA
897
YHB Investment Advisors
Connecticut
$487K +$46.7K +505 +9%
ACA
898
Atlas Capital Advisors
Wyoming
$483K -$360K -3,898 -40%
BS
899
Bessemer Securities
New York
$482K
TF
900
Trek Financial
Arizona
$482K +$88.8K +960 +19%