We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
VP
3151
Verum Partners
North Carolina
$748K +$160K +460 +28%
PSFG
3152
Park Square Financial Group
Georgia
$746K +$39.4K +113 +6%
OAM
3153
Oxford Asset Management
United Kingdom
$745K +$732K +2,099 New
LWANC
3154
Laurel Wealth Advisors (North Carolina)
North Carolina
$745K -$60.3K -173 -8%
WDL
3155
Well Done LLC
Michigan
$745K -$28.9K -83 -4%
TCM
3156
Towercrest Capital Management
Pennsylvania
$744K – – –
MMHP
3157
Murphy Middleton Hinkle & Parker
Georgia
$743K – – –
MAG
3158
MRA Advisory Group
New Jersey
$743K -$78.1K -224 -10%
CPC
3159
Cookson Peirce & Co
Pennsylvania
$742K -$143K -410 -16%
AZ
3160
Alpha Zero
Florida
$742K +$17.8K +51 +3%
NFA
3161
Northwest Financial Advisors
Virginia
$741K -$454K -1,303 -38%
NJIM
3162
Nabity-Jensen Investment Management
Nebraska
$740K +$20.2K +58 +3%
SPA
3163
Sherbrooke Park Advisers
New York
$738K +$228K +655 +46%
BWA
3164
BlueChip Wealth Advisors
Georgia
$735K +$7.67K +22 +1%
CSB
3165
City State Bank
Iowa
$734K – – –
SFG
3166
Seamount Financial Group
Colorado
$734K +$228K +655 +46%
TFA
3167
Tranquilli Financial Advisor
New Jersey
$733K -$22K -63 -3%
ACM
3168
Academy Capital Management
Texas
$732K +$419K +1,202 +140%
CBT
3169
CoreFirst Bank & Trust
Kansas
$731K -$3.49K -10 -0.5%
OFO
3170
OneAscent Family Office
Alabama
$731K +$33.8K +97 +5%
FA
3171
Fermata Advisors
California
$731K -$900K -2,583 -56%
QCIG
3172
Quad-Cities Investment Group
Iowa
$731K +$349 +1 +0%
BLFG
3173
Brian Low Financial Group
Louisiana
$731K +$717K +2,058 New
CG
3174
Clifford Group
Massachusetts
$729K – – –
C1AG
3175
Client 1st Advisory Group
Florida
$729K +$18.5K +53 +3%
125 126
127
128 129