We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
3601
Plotkin Financial Advisors
Maryland
$378K -$601 -2 -0.2%
CB
3602
Centennial Bank
Arkansas
$378K – – –
DWP
3603
Destiny Wealth Partners
Florida
$377K +$40.6K +135 +13%
OF
3604
Optimize Financial
California
$377K +$359K +1,193 New
AF
3605
Apollon Financial
South Carolina
$377K +$35.2K +117 +11%
VIA
3606
Virtus Investment Advisers
Connecticut
$377K -$60.1K -200 -14%
HIG
3607
Heritage Investment Group
Florida
$376K -$8.42K -28 -2%
FDS
3608
Freedom Day Solutions
Texas
$375K +$11.1K +37 +3%
KCFA
3609
Key Client Fiduciary Advisors
New Jersey
$375K -$60.7K -202 -15%
AFM
3610
Armstrong Fleming & Moore
District of Columbia
$374K +$52.3K +174 +17%
EIP
3611
Ellis Investment Partners
Pennsylvania
$374K +$601 +2 +0.2%
BBWP
3612
Beacon Bridge Wealth Partners
Pennsylvania
$374K – – –
PMG
3613
Private Management Group
California
$374K – – –
SA
3614
Scarborough Advisors
Maryland
$373K +$47.5K +158 +15%
HI
3615
Harrington Investments
California
$373K +$106K +352 +42%
PPH
3616
Pure Portfolios Holdings
Oregon
$373K -$10.5K -35 -3%
SC
3617
Summa Corp
Texas
$373K – – –
SA
3618
Stewardship Advisors
Pennsylvania
$371K +$61.6K +205 +21%
GIM
3619
Guardian Investment Management
California
$371K -$680K -2,260 -20%
TCB
3620
Texas Capital Bancshares
Texas
$371K +$1.5K +5 +0.4%
EFG
3621
Embree Financial Group
Illinois
$370K -$39.1K -130 -10%
KA
3622
Kercheville Advisors
Texas
$370K -$60.1K -200 -15%
ACM
3623
Ascent Capital Management
Oregon
$369K +$351K +1,168 New
GA
3624
Greenspring Advisors
Maryland
$369K -$31.6K -105 -8%
APW
3625
Aurora Private Wealth
New Jersey
$368K +$12.3K +41 +4%
143 144
145
146 147