We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
1076
Valicenti Advisory Services
New York
$6.9M +$3.08M +13,150 +74%
UF
1077
Univest Financial
Pennsylvania
$6.9M +$80.7K +344 +1%
CWP
1078
CFM Wealth Partners
Texas
$6.88M +$1.64K +7 +0%
CWG
1079
Cornerstone Wealth Group
North Carolina
$6.86M +$397K +1,695 +6%
CCM
1080
Crossvault Capital Management
Texas
$6.81M -$3.41M -14,561 -32%
CT
1081
Coastline Trust
Rhode Island
$6.79M +$65.7K +280 +0.9%
BA
1082
Bristlecone Advisors
Washington
$6.78M -$113K -480 -2%
MWM
1083
Minot Wealth Management
Massachusetts
$6.78M +$41.3K +176 +0.6%
NCM
1084
Nelson Capital Management
California
$6.77M +$2.11K +9 +0%
CC
1085
Codex Capital
New York
$6.76M -$46.9K -200 -0.7%
FF
1086
Fluent Financial
Texas
$6.75M +$707K +3,016 +11%
FC
1087
Ferris Capital
Massachusetts
$6.74M +$7.26M +30,981 +2,895%
PFO
1088
Pathstone Family Office
New Jersey
$6.74M +$1.49M +6,365 +27%
CCA
1089
Covey Capital Advisors
Georgia
$6.72M +$7.08M +30,184 New
DI
1090
Diligent Investors
California
$6.72M – – –
DLCIG
1091
D.L. Carlson Investment Group
New Hampshire
$6.72M +$382K +1,627 +6%
JFL
1092
Jarislowsky, Fraser Ltd
Quebec, Canada
$6.72M +$787K +3,356 +13%
BS
1093
Bessemer Securities
New York
$6.71M +$1.76M +7,520 +33%
FI
1094
Fosun International
China
$6.71M +$641K +2,732 +10%
YWP
1095
YorkBridge Wealth Partners
New York
$6.7M +$313K +1,333 +5%
MHC
1096
Meyer Handelman Company
New York
$6.69M +$199K +850 +3%
CA
1097
Claar Advisors
New York
$6.68M – – –
FTDI
1098
First Trust Direct Indexing
Massachusetts
$6.67M +$217K +925 +3%
HVIA
1099
Hudson Valley Investment Advisors
New York
$6.67M +$61.4K +262 +0.9%
EFS
1100
Essex Financial Services
Connecticut
$6.66M +$1.77M +7,558 +34%
42 43
44
45 46