We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
1551
Gerber Kawasaki Wealth & Investment Management
California
$262K +$239K +1,928 New
PA
1552
Probity Advisors
Texas
$262K -$120K -969 -33%
IF
1553
Intrua Financial
Texas
$262K +$239K +1,922 New
1IA
1554
1834 Investment Advisors
Wisconsin
$261K +$239K +1,921 New
GFA
1555
Gallagher Fiduciary Advisors
Illinois
$261K +$238K +1,917 New
PFBT
1556
Parkside Financial Bank & Trust
Missouri
$260K +$32.8K +264 +16%
SMA
1557
Seven Mile Advisory
New Jersey
$260K -$17.4K -140 -7%
BB
1558
Busey Bank
Illinois
$258K -$28.6K -230 -11%
AWM
1559
AllSquare Wealth Management
New York
$258K – – –
CWA
1560
CM Wealth Advisors
Ohio
$257K +$226K +1,820 New
AWM
1561
Accel Wealth Management
Iowa
$257K +$234K +1,887 New
RP
1562
Riverbridge Partners
Minnesota
$256K -$106K -853 -31%
JWM
1563
JGP Wealth Management
Oregon
$256K +$234K +1,883 New
BOM
1564
Bank of Marin
California
$256K +$233K +1,879 New
CPG
1565
Custom Portfolio Group
Colorado
$254K – – –
AI
1566
Accredited Investors
Minnesota
$254K +$232K +1,867 New
AA
1567
Addison Advisors
Vermont
$254K +$10.2K +82 +5%
PCA
1568
Prosperity Capital Advisors
Ohio
$252K +$230K +1,854 New
FFO
1569
Fiduciary Family Office
Florida
$252K -$126K -1,012 -35%
Jones Financial Companies
1570
Jones Financial Companies
Missouri
$252K +$138K +1,115 +151%
SFO
1571
Stokes Family Office
Louisiana
$252K +$230K +1,850 New
GSC
1572
Ground Swell Capital
South Carolina
$252K +$230K +1,849 New
BFC
1573
Bedel Financial Consulting
Indiana
$251K +$230K +1,848 New
SWA
1574
Sax Wealth Advisors
New Jersey
$251K +$230K +1,848 New
CVA
1575
Central Valley Advisors
California
$251K +$229K +1,845 New