We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
UL
2701
Unionview LLC
Washington
$507K -$13.7K -68 -3%
CG
2702
Carmignac Gestion
France
$507K +$95.6K +474 +24%
Parnassus Investments
2703
Parnassus Investments
California
$507K +$492K +2,438 New
WWP
2704
WR Wealth Planners
Missouri
$506K +$67.8K +336 +16%
CCFM
2705
Clear Creek Financial Management
Washington
$505K -$178K -882 -27%
MWA
2706
Moser Wealth Advisors
Washington
$505K
TCM
2707
Tandem Capital Management
New Jersey
$503K +$2.02K +10 +0.4%
HWM
2708
Hemington Wealth Management
Virginia
$502K -$8.47K -42 -2%
DWA
2709
Dougherty Wealth Advisers
Minnesota
$502K
AAM
2710
Augustine Asset Management
Florida
$501K +$487K +2,413 New
BSSFA
2711
Baron Silver Stevens Financial Advisors
Florida
$501K +$486K +2,410 New
KC
2712
Kenfarb & Co
Kentucky
$500K
MG
2713
Marex Group
$499K +$484K +2,402 New
SWM
2714
Stockman Wealth Management
Montana
$498K +$37.3K +185 +8%
NERM
2715
New England Research & Management
Illinois
$497K
SC
2716
Sierra Capital
Florida
$497K +$28K +139 +6%
SQA
2717
Simon Quick Advisors
New Jersey
$497K +$186K +920 +63%
CWA
2718
Canvas Wealth Advisors
Kansas
$495K +$102K +506 +29%
PA
2719
Probity Advisors
Texas
$495K -$29K -144 -6%
BAM
2720
Bellevue Asset Management
Washington
$494K -$8.87K -44 -2%
PGH
2721
Partners Group Holding
Switzerland
$494K
GP
2722
Geneva Partners
Wisconsin
$494K -$7.06K -35 -1%
NAS
2723
Nicolet Advisory Services
Wisconsin
$492K +$446K +2,213 New
FFG
2724
Frisch Financial Group
New York
$491K +$605 +3 +0.1%
TC
2725
TAGStone Capital
North Carolina
$490K +$1.01K +5 +0.2%