We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
4151
Strategic Financial Concepts
Texas
$221K +$235K +730 New
VCAM
4152
Van Cleef Asset Management
Ohio
$221K -$4.82K -15 -2%
WFA
4153
WJ Financial Advisors
Connecticut
$221K +$1.93K +6 +0.8%
TWM
4154
Tortuga Wealth Management
California
$221K +$30.2K +94 +15%
CFAM
4155
Center For Asset Management
Florida
$220K +$16.4K +51 +8%
RWP
4156
Ridgecrest Wealth Partners
California
$220K – – –
AAIM
4157
Asset Advisors Investment Management
Georgia
$220K – – –
DFG
4158
Dynamic Financial Group
Iowa
$220K – – –
PFM
4159
Patton Fund Management
Texas
$219K +$21.9K +68 +10%
SC
4160
Shearwater Capital
Colorado
$219K +$232K +723 New
SFS
4161
Security Financial Services
Indiana
$218K +$10.3K +32 +5%
LFGO
4162
Legacy Financial Group (Oklahoma)
Oklahoma
$218K -$965 -3 -0.4%
RW
4163
REDW Wealth
New Mexico
$218K +$6.75K +21 +3%
BWA
4164
BlueSky Wealth Advisors
North Carolina
$217K +$9.32K +29 +4%
UOTTAIMCU
4165
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$217K -$552K -1,718 -70%
ADMI
4166
Albert D. Mason Inc
Massachusetts
$217K +$965 +3 +0.4%
MSCM
4167
McElhenny Sheffield Capital Management
Texas
$217K -$236K -733 -51%
LAM
4168
Lakewood Asset Management
Illinois
$217K +$322 +1 +0.1%
PCMF
4169
Private Capital Management (Florida)
Florida
$216K -$2.57K -8 -1%
SI
4170
Stirlingshire Investments
New York
$216K +$2.89K +9 +1%
BS
4171
Brighton Securities
New York
$215K +$11.3K +35 +5%
SWTS
4172
Stonehaven Wealth & Tax Solutions
Wisconsin
$215K -$27K -84 -11%
CFP
4173
Comprehensive Financial Planning
Pennsylvania
$215K – – –
WAM
4174
WNY Asset Management
New York
$215K +$229K +712 New
WMWM
4175
Wilkins Miller Wealth Management
Alabama
$215K +$322 +1 +0.1%
165 166
167
168 169