We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
4351
DHJJ Financial Advisors
Illinois
$65.2K – – –
VWA
4352
VSM Wealth Advisory
Maryland
$64.7K – – –
TF
4353
Tompkins Financial
New York
$62K -$8.04K -25 -11%
BH
4354
Burk Holdings
Oklahoma
$62K +$65.9K +205 New
BFP
4355
Birchwood Financial Partners
Minnesota
$60.5K – – –
SA
4356
Seneschal Advisors
Washington
$60.1K – – –
CAM
4357
Chesapeake Asset Management
New York
$59.5K +$2.57K +8 +4%
CAIM
4358
Catherine Avery Investment Management
Florida
$59.5K -$2.25K -7 -3%
EFMH
4359
E Fund Management (HK)
Hong Kong
$56.5K +$41.8K +130 +228%
SIS
4360
Strategic Investment Solutions
Illinois
$55.8K – – –
FLP
4361
Financial Life Planners
Arizona
$55.7K -$406K -1,263 -87%
AIM
4362
Access Investment Management
Georgia
$53.8K – – –
BGA
4363
Battery Global Advisors
Massachusetts
$53.1K +$322 +1 +0.6%
NWM
4364
Navigoe Wealth Management
California
$53K -$23.5K -73 -29%
PIP
4365
Philadelphia Investment Partners
New Jersey
$52.4K +$55.6K +173 New
PG
4366
Proffitt & Goodson
Tennessee
$52K -$27.3K -85 -33%
EAM
4367
Eukles Asset Management
Ohio
$49.6K – – –
CIR
4368
Clear Investment Research
Georgia
$49.1K +$52.1K +162 New
DCM
4369
Disciplina Capital Management
Tennessee
$48.1K – – –
HWM
4370
HighMark Wealth Management
Minnesota
$47.5K – – –
BGC
4371
Beutel, Goodman & Co
Ontario, Canada
$47K +$3.86K +12 +8%
AAG
4372
Accordant Advisory Group
Maryland
$46.8K +$17.4K +54 +53%
CH
4373
CDKV Holdings
Colorado
$46.2K -$1.29K -4 -3%
BFS
4374
Beacon Financial Strategies
North Carolina
$45.3K – – –
WT
4375
WHI Trust
Illinois
$45.3K – – –
173 174
175
176 177