We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
2501
West Paces Advisors
Georgia
$532K – – –
MTIC
2502
Missouri Trust & Investment Company
Missouri
$531K – – –
JSW
2503
Journey Strategic Wealth
New Jersey
$531K +$608K +2,988 New
NEAM
2504
New England Asset Management
Connecticut
$530K -$672K -3,300 -52%
WA
2505
Waddell & Associates
Tennessee
$530K -$29.7K -146 -5%
OIA
2506
Optimum Investment Advisors
Illinois
$530K -$1.83K -9 -0.3%
FBC
2507
Fairfield, Bush & Co
Connecticut
$530K – – –
PP
2508
Patron Partners
Texas
$528K -$51.1K -251 -8%
NSB
2509
Norway Savings Bank
Maine
$528K +$44.2K +217 +8%
PWM
2510
Palumbo Wealth Management
New York
$527K +$27.9K +137 +5%
SIAG
2511
Safeguard Investment Advisory Group
California
$525K +$60K +295 +11%
WDL
2512
Well Done LLC
Michigan
$524K -$31.9K -157 -5%
LFA
2513
Laraway Financial Advisors
Minnesota
$524K -$2.04K -10 -0.3%
NWA
2514
New World Advisors
Massachusetts
$524K +$84.2K +414 +16%
SICM
2515
Sustainable Insight Capital Management
New York
$519K -$95.2K -468 -14%
C
2516
CEDRUS
Colorado
$518K +$3.87K +19 +0.7%
ESBC
2517
E.S. Barr & Co
Kentucky
$518K – – –
TRIA
2518
Trail Ridge Investment Advisors
Colorado
$517K +$33.4K +164 +7%
SFWA
2519
Summit Financial Wealth Advisors
Louisiana
$516K – – –
EIP
2520
Ellis Investment Partners
Pennsylvania
$515K -$8.14K -40 -1%
PHAM
2521
Palisades Hudson Asset Management
Florida
$514K -$18.3K -90 -3%
TNA
2522
True North Advisors
Texas
$512K -$342K -1,680 -37%
LIA
2523
LBMC Investment Advisors
Tennessee
$512K – – –
T
2524
TrueFG
Texas
$512K – – –
VA
2525
Valmark Advisers
Ohio
$512K +$11K +54 +2%
99 100
101
102 103