We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
3051
Genus Capital Management
British Columbia, Canada
$828K -$2.26M -7,029 -72%
VAF
3052
Values Added Financial
District of Columbia
$827K -$92.6K -288 -10%
ALC
3053
Alexander Labrunerie & Co
Missouri
$827K +$2.25K +7 +0.3%
GWM
3054
Goldenstone Wealth Management
California
$826K +$49.5K +154 +6%
VDI
3055
Vaughan David Investments
Illinois
$826K +$320K +995 +57%
ERWM
3056
Elk River Wealth Management
Colorado
$825K +$1.29K +4 +0.1%
SPW
3057
Sonoma Private Wealth
California
$824K +$38.6K +120 +5%
FWM
3058
FFT Wealth Management
Pennsylvania
$823K -$51.1K -159 -6%
AFA
3059
Arlington Financial Advisors
California
$822K – – –
YAVAPFMC
3060
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$822K – – –
AIP
3061
ARS Investment Partners
New York
$822K -$10.9K -34 -1%
BOPW
3062
Brandywine Oak Private Wealth
Pennsylvania
$821K +$19.3K +60 +2%
PWA
3063
Physician Wealth Advisors
Utah
$820K +$357K +1,109 +69%
WAOI
3064
Wealth Advisors of Iowa
Iowa
$819K +$56.9K +177 +7%
GWA
3065
Gratus Wealth Advisors
Virginia
$819K +$10.3K +32 +1%
IF
3066
Integrity Financial
Wyoming
$818K +$191K +595 +28%
PCP
3067
Panoramic Capital Partners
Oregon
$818K -$19K -59 -2%
SHFG
3068
S Harris Financial Group
Texas
$817K +$169K +527 +24%
AIS
3069
AM Investment Strategies
Tennessee
$816K – – –
YIM
3070
Yoffe Investment Management
Pennsylvania
$815K – – –
BWM
3071
Blossom Wealth Management
California
$815K -$37K -115 -4%
CP
3072
Clarendon Private
Massachusetts
$813K +$264K +820 +44%
IWP
3073
Integrity Wealth Partners
California
$812K +$864K +2,688 New
MWM
3074
MOKAN Wealth Management
Kansas
$810K -$543K -1,688 -39%
SGCA
3075
Steel Grove Capital Advisors
Tennessee
$809K +$43.4K +135 +5%
121 122
123
124 125