We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
3501
Rise Advisors
New York
$460K -$346 -1 -0.1%
CWA
3502
CogentBlue Wealth Advisors
Tennessee
$458K +$28.4K +82 +7%
WA
3503
Waterford Advisors
New York
$458K -$6.77M -19,566 -94%
IUHSA
3504
Itau Unibanco Holding S.A.
Brazil
$458K -$1.72M -4,970 -79%
OCPWS
3505
One Charles Private Wealth Services
Massachusetts
$458K -$346 -1 -0.1%
FDS
3506
Freedom Day Solutions
Texas
$458K +$26.3K +76 +6%
FP
3507
Financial Perspectives
Minnesota
$458K -$4.5K -13 -1%
IA
3508
Inspire Advisors
Idaho
$457K -$53.3K -154 -10%
SSC
3509
Syverson Strege & Co
Iowa
$456K +$43.3K +125 +10%
RWPA
3510
Richard W. Paul & Associates
Michigan
$455K -$74.8K -216 -14%
EFL
3511
ERn Financial LLC
Wisconsin
$455K +$13.5K +39 +3%
VCP
3512
Vista Capital Partners
Oregon
$455K +$78.9K +228 +21%
MJP
3513
Michael J. Puzo
$454K – – –
TPF
3514
Tribridge Partners Financial
Maryland
$454K +$94.8K +274 +26%
GC
3515
Gibson Capital
Pennsylvania
$453K – – –
AWM
3516
Aberdeen Wealth Management
Illinois
$453K – – –
I
3517
InceptionR
California
$452K -$42.9K -124 -9%
SCG
3518
Sonata Capital Group
Washington
$451K – – –
NC
3519
North Capital
Utah
$449K +$9.35K +27 +2%
FCM
3520
Fogel Capital Management
Florida
$449K +$189K +545 +71%
LWM
3521
LJI Wealth Management
Indiana
$448K – – –
SPI
3522
Sutton Place Investors
New York
$448K +$1.04K +3 +0.2%
RFO
3523
RiverGlades Family Offices
Florida
$447K -$17.3K -50 -4%
SWM
3524
StoneCrest Wealth Management
Arizona
$447K -$13.2K -38 -3%
LWM
3525
LongView Wealth Management
Georgia
$447K +$5.19K +15 +1%
139 140
141
142 143