We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KA
1951
KDT Advisors
New York
$428K -$85.2K -460 -20%
QWP
1952
Quotient Wealth Partners
Texas
$427K +$72.6K +392 +26%
GIA
1953
Gateway Investment Advisers
Ohio
$427K +$41.1K +222 +13%
BONST
1954
Bank of Nova Scotia Trust
Ontario, Canada
$425K -$8.89K -48 -2%
STCOSD
1955
Sageworth Trust Company of South Dakota
South Dakota
$425K -$120K -648 -26%
BWP
1956
Bernardo Wealth Planning
Pennsylvania
$425K -$556 -3 -0.2%
IBOK
1957
Independence Bank of Kentucky
Kentucky
$425K +$156K +843 +82%
IIM
1958
InTrack Investment Management
Vermont
$424K +$347K +1,873 New
SSWM
1959
Smith Salley Wealth Management
North Carolina
$423K -$185 -1 -0.1%
LCM
1960
Lazari Capital Management
California
$421K -$556 -3 -0.2%
AA
1961
Apriem Advisors
California
$421K +$56.9K +307 +20%
TNA
1962
True North Advisors
Texas
$419K +$343K +1,851 New
WT
1963
Washington Trust
Rhode Island
$418K +$56.1K +303 +20%
TCM
1964
Traynor Capital Management
Pennsylvania
$418K +$49.5K +267 +17%
CG
1965
CFO4Life Group
Texas
$418K +$25K +135 +8%
SQA
1966
Simon Quick Advisors
New Jersey
$418K -$1.11M -6,007 -77%
CAAS
1967
Capital Asset Advisory Services
Michigan
$415K +$98.9K +534 +41%
HWP
1968
Hibernia Wealth Partners
Louisiana
$415K +$339K +1,830 New
AWM
1969
Avaii Wealth Management
Wisconsin
$413K -$12.2K -66 -3%
1CP
1970
17 Capital Partners
Arizona
$412K +$41.7K +225 +14%
PA
1971
Probity Advisors
Texas
$412K -$23.9K -129 -7%
FCP
1972
Fidelis Capital Partners
Florida
$411K +$27.8K +150 +9%
GWS
1973
Greykasell Wealth Strategies
California
$411K
AWAP
1974
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$411K +$7.97K +43 +2%
EC
1975
EntryPoint Capital
New York
$410K -$12.8K -69 -4%