We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSD
3201
Security National Bank of So Dak
Iowa
$676K +$127K +376 +24%
DWA
3202
Dougherty Wealth Advisers
Minnesota
$676K – – –
EC
3203
EdgeRock Capital
Colorado
$675K +$22.7K +67 +4%
KFA
3204
Kelleher Financial Advisors
New York
$674K -$45.3K -134 -7%
RTC
3205
Real Talk Capital
Tennessee
$674K +$650K +1,922 New
CFO
3206
Collective Family Office
Pennsylvania
$672K -$34.2K -101 -5%
OPWM
3207
Oregon Pacific Wealth Management
Oregon
$671K -$18.6K -55 -3%
DDPIC
3208
Deroy & Devereaux Private Investment Counsel
Michigan
$671K -$338 -1 -0.1%
RFA
3209
Rollins Financial Advisors
New York
$670K +$338 +1 +0.1%
GWM
3210
Gitterman Wealth Management
New Jersey
$666K +$308K +909 +92%
IAG
3211
Investmark Advisory Group
Connecticut
$664K +$338 +1 +0.1%
W
3212
Wealthquest
Ohio
$663K +$19.6K +58 +3%
IAG
3213
Ipsen Advisor Group
Arkansas
$662K -$57.5K -170 -8%
ME
3214
McIlrath & Eck
Washington
$660K -$604K -1,784 -49%
CIG
3215
Cairn Investment Group
Washington
$660K +$20.3K +60 +3%
NIWA
3216
New Insight Wealth Advisors
California
$659K +$105K +310 +20%
EIG
3217
Ellenbecker Investment Group
Wisconsin
$658K +$14.6K +43 +2%
BCM
3218
BluePointe Capital Management
California
$657K +$308K +910 +94%
ABWM
3219
Alpine Bank Wealth Management
Colorado
$656K +$633K +1,871 New
SIM
3220
Studio Investment Management
Illinois
$653K -$31.5K -93 -5%
BPFA
3221
Barnes Pettey Financial Advisors
Mississippi
$653K – – –
HPM
3222
Hoxton Planning & Management
West Virginia
$652K +$33.2K +98 +6%
T
3223
TOBAM
France
$651K -$714K -2,110 -53%
HIW
3224
Holos Integrated Wealth
Pennsylvania
$650K – – –
BPAMU
3225
BTG Pactual Asset Management US
New York
$649K -$2.06M -6,094 -77%
127 128
129
130 131