We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
4051
Resolute Advisors
California
$249K +$265K +824 New
AA
4052
ACT Advisors
North Carolina
$249K -$1.29K -4 -0.5%
USB
4053
Union Savings Bank
Connecticut
$248K – – –
LAM
4054
Lountzis Asset Management
Pennsylvania
$248K – – –
FS
4055
Financial Symmetry
North Carolina
$248K -$6.43K -20 -3%
TCM
4056
Triumph Capital Management
Colorado
$248K +$41.2K +128 +19%
WIA
4057
Wetzel Investment Advisors
Indiana
$247K -$12.9K -40 -5%
HWMC
4058
Heritage Wealth Management (California)
California
$247K – – –
EM
4059
ELCO Management
New York
$247K +$9.65K +30 +4%
MCM
4060
MontVue Capital Management
Virginia
$247K – – –
MF
4061
Meridian Financial
Massachusetts
$246K – – –
DW
4062
Durante & Waters
New York
$246K – – –
RI
4063
Rinkey Investments
California
$245K -$37K -115 -12%
BFPW
4064
BOK Financial Private Wealth
Colorado
$245K -$117K -364 -31%
LFP
4065
Lakeshore Financial Planning
Michigan
$245K -$36.7K -114 -12%
RWM
4066
Redstone Wealth Management
Oklahoma
$245K – – –
KFS
4067
Keynote Financial Services
Connecticut
$244K – – –
FIA
4068
FNY Investment Advisers
New York
$244K +$260K +808 New
FPN
4069
Financial Planning Navigators
Minnesota
$244K +$259K +806 New
AP
4070
Arlington Partners
Alabama
$244K +$259K +806 New
VPF
4071
Vantage Point Financial
Illinois
$243K -$64K -199 -20%
SWM
4072
SilverOak Wealth Management
Minnesota
$242K -$965 -3 -0.4%
AIA
4073
Accelerate Investment Advisors
California
$242K -$27.3K -85 -10%
FM
4074
Freemont Management
Switzerland
$242K -$32.2K -100 -11%
G
4075
GuidedMoney
Wisconsin
$242K – – –
161 162
163
164 165