We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
1101
Frank Rimerman Advisors
California
$345K – – –
BA
1102
Bristlecone Advisors
Washington
$344K +$66.5K +741 +25%
TPCM
1103
Templeton & Phillips Capital Management
Tennessee
$344K +$332K +3,700 New
BAM
1104
Byrne Asset Management
New Jersey
$344K -$16.1K -179 -5%
IAIM
1105
International Assets Investment Management
Florida
$343K -$304K -3,385 -48%
EDRIA
1106
Edmonds Duncan Registered Investment Advisors
Kansas
$339K +$1.79K +20 +0.6%
SIA
1107
SkyView Investment Advisors
New Jersey
$338K +$50.9K +567 +19%
ICM
1108
Islay Capital Management
Texas
$337K +$312K +3,477 +2,318%
CW
1109
CreativeOne Wealth
Kansas
$335K -$6.46K -72 -2%
CCG
1110
Capital CS Group
California
$335K +$323K +3,600 New
FC
1111
Forte Capital
New York
$335K -$8.98K -100 -3%
H
1112
HoyleCohen
California
$334K -$49.1K -547 -13%
RFN
1113
RDA Financial Network
Iowa
$333K -$3.68K -41 -1%
SG
1114
Stonnington Group
California
$331K +$45K +501 +15%
ST
1115
Somerset Trust
Pennsylvania
$331K +$2.15K +24 +0.7%
TFA
1116
Teamwork Financial Advisors
Texas
$330K -$30.6K -341 -9%
Parnassus Investments
1117
Parnassus Investments
California
$328K +$63.4K +706 +25%
BFEC
1118
Benjamin F. Edwards & Company
Missouri
$328K +$87.8K +978 +38%
MC
1119
Matisse Capital
Oregon
$328K +$316K +3,523 New
LWM
1120
Lodestone Wealth Management
Washington
$326K -$539 -6 -0.2%
PAM
1121
Peak Asset Management
Colorado
$326K – – –
BFA
1122
Bill Few Associates
Pennsylvania
$325K +$4.49K +50 +1%
AGA
1123
Accuvest Global Advisors
Utah
$324K +$312K +3,481 New
KFP
1124
KB Financial Partners
New Jersey
$323K +$41.4K +461 +15%
GWM
1125
Gitterman Wealth Management
New Jersey
$323K -$330K -3,674 -51%