We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
2576
Lion Street Advisors
Texas
$625K +$1.73K +8 +0.3%
MCA
2577
MSH Capital Advisors
Arizona
$622K +$149K +690 +33%
PWM
2578
Prentice Wealth Management
New York
$618K +$42.4K +196 +8%
RTC
2579
Riverview Trust Company
Washington
$618K +$252K +1,165 +72%
LIG
2580
Lokken Investment Group
Delaware
$617K -$14.9K -69 -2%
NPT
2581
Nixon Peabody Trust
Massachusetts
$617K – – –
ACM
2582
Allred Capital Management
Texas
$615K -$78.3K -362 -12%
PC
2583
Permit Capital
Pennsylvania
$615K – – –
CAM
2584
Claret Asset Management
Quebec, Canada
$610K +$25.7K +119 +5%
NWM
2585
NEIRG Wealth Management
Massachusetts
$609K +$32.2K +149 +6%
SWM
2586
Salvus Wealth Management
New Jersey
$608K +$167K +771 +39%
SFG
2587
Summit Financial Group
West Virginia
$607K – – –
ERWM
2588
Elk River Wealth Management
Colorado
$605K – – –
SFWA
2589
Summit Financial Wealth Advisors
Louisiana
$604K +$46.7K +216 +9%
AFPL
2590
Advus Financial Partners, LLC
Florida
$602K +$587K +2,714 New
ASGS
2591
Alpha Square Group S
New York
$599K – – –
WPA
2592
West Paces Advisors
Georgia
$596K +$145K +670 +33%
BA
2593
Bridgewater Advisors
New York
$596K +$30.5K +141 +6%
CA
2594
Crumly & Associates
Illinois
$596K +$34.6K +160 +6%
UL
2595
Unionview LLC
Washington
$595K -$32K -148 -5%
UBG
2596
United Bank (Georgia)
Georgia
$593K -$426K -1,968 -42%
JSW
2597
Journey Strategic Wealth
New Jersey
$591K +$56.2K +260 +11%
SIAG
2598
Safeguard Investment Advisory Group
California
$590K +$82.4K +381 +17%
SHWM
2599
Smith & Howard Wealth Management
Georgia
$589K -$36.1K -167 -6%
RWA
2600
RGT Wealth Advisors
Texas
$587K -$35.3K -163 -6%
102 103
104
105 106