We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
APWA
2951
Atlas Private Wealth Advisors
New Jersey
$574K
HPWM
2952
High Pines Wealth Management
Massachusetts
$574K +$81.6K +331 +18%
BBA
2953
Braun-Bostich & Associates
Pennsylvania
$574K +$12.8K +52 +2%
VFG
2954
Victory Financial Group
Texas
$573K +$543K +2,202 New
BA
2955
Birinyi Associates
Connecticut
$573K -$12.3K -50 -2%
SFC
2956
Strategic Financial Concepts
Texas
$573K -$86K -349 -14%
Aristotle Capital Management
2957
Aristotle Capital Management
California
$573K
SFG
2958
Sunburst Financial Group
Alabama
$573K +$36.5K +148 +7%
IAG
2959
Investmark Advisory Group
Connecticut
$573K +$3.94K +16 +0.7%
GSIAS
2960
Garden State Investment Advisory Services
New Jersey
$571K +$9.37K +38 +2%
AWA
2961
Amplius Wealth Advisors
Pennsylvania
$570K +$8.63K +35 +2%
LC
2962
Lincoln Capital
Nebraska
$569K
YLHM
2963
Yelin Lapidot Holdings Management
Israel
$569K
MAC
2964
Mason & Associates (California)
California
$569K +$26.1K +106 +5%
NVIM
2965
New Vernon Investment Management
Illinois
$568K
FCA
2966
Fortis Capital Advisors
Kansas
$565K +$2.22K +9 +0.4%
MC
2967
Merlin Capital
Rhode Island
$564K +$2.22K +9 +0.4%
CTFG
2968
Capstone Triton Financial Group
Oklahoma
$563K -$164K -666 -24%
WAM
2969
WFA Asset Management
Wisconsin
$563K +$1.23K +5 +0.2%
ARG
2970
Advisory Resource Group
Oklahoma
$562K
FCM
2971
Fourpath Capital Management
Oklahoma
$562K -$14.8K -60 -3%
CBT
2972
CoreFirst Bank & Trust
Kansas
$561K -$417K -1,693 -44%
QCIG
2973
Quad-Cities Investment Group
Iowa
$560K +$13.6K +55 +3%
LAS
2974
Legacy Advisory Services
Pennsylvania
$560K +$530K +2,151 New
TCBWMS
2975
Texas Capital Bank Wealth Management Services
Texas
$560K -$62.6K -254 -11%