We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
3051
Brass Tax Wealth Management
Ohio
$881K +$12.2K +35 +1%
ES
3052
Eagle Strategies
New York
$880K -$92K -264 -10%
VT
3053
Volterra Technologies
New York
$878K +$862K +2,472 New
WIA
3054
Wealthedge Investment Advisors
New York
$876K -$24.4K -70 -3%
SQA
3055
Simon Quick Advisors
New Jersey
$874K -$4.14M -11,876 -83%
HWM
3056
Hemington Wealth Management
Virginia
$873K +$12.5K +36 +1%
CAG
3057
Curtis Advisory Group
California
$870K – – –
LFA
3058
Laraway Financial Advisors
Minnesota
$870K – – –
HFS
3059
Heritage Financial Services
Massachusetts
$870K +$539K +1,547 +171%
CPL
3060
CAP Partners LLC
Tennessee
$869K -$14.6K -42 -2%
HC
3061
Hamilton Capital
Ohio
$868K +$59.6K +171 +8%
FAM
3062
Fairtree Asset Management
South Africa
$867K +$412K +1,181 +94%
MPIA
3063
Mountain Pacific Investment Advisers
Idaho
$867K -$331K -950 -28%
A
3064
AlphaQuest
New York
$865K -$846K -2,426 -50%
TCM
3065
Tandem Capital Management
New Jersey
$865K – – –
CWA
3066
Consilium Wealth Advisory
Texas
$862K +$846K +2,427 New
FWI
3067
Facet Wealth Inc
Maryland
$862K +$234K +672 +37%
MFF
3068
Michels Family Financial
Texas
$861K -$17.4K -50 -2%
CWM
3069
Centricity Wealth Management
Ohio
$860K – – –
SWM
3070
Scissortail Wealth Management
Oklahoma
$859K +$1.74K +5 +0.2%
PVM
3071
Palogic Value Management
Texas
$858K -$69.7K -200 -8%
HTHT
3072
Hemenway Trust Hemenway Trust
New Hampshire
$858K +$34.9K +100 +4%
NFSG
3073
Newbridge Financial Services Group
Florida
$852K +$250K +718 +43%
MFS
3074
Monetta Financial Services
Illinois
$852K -$209K -600 -20%
FM
3075
Freemont Management
Switzerland
$852K +$209K +600 +33%
121 122
123
124 125