We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1251
Icon Wealth Partners
Texas
$5.11M -$587K -2,734 -10%
LCP
1252
Legacy Capital Partners
Wisconsin
$5.1M -$191K -889 -4%
GW
1253
GW & Wade
Massachusetts
$5.1M -$21.3K -99 -0.4%
PB
1254
Pinnacle Bancorp
Nebraska
$5.1M +$1.83M +8,505 +57%
SC
1255
Sawyer & Company
Massachusetts
$5.09M -$12K -56 -0.2%
TLP
1256
Trinity Legacy Partners
Texas
$5.06M +$71.9K +335 +1%
LWAC
1257
Laurel Wealth Advisors (California)
California
$5.06M +$3.53M +16,441 +238%
CA
1258
Cullinan Associates
Kentucky
$5.06M -$64.4K -300 -1%
CA
1259
Cornerstone Advisory
Maryland
$5.03M -$113K -527 -2%
SIP
1260
Stoneridge Investment Partners
Pennsylvania
$5.03M +$343K +1,600 +7%
MCP
1261
Mirador Capital Partners
California
$5.03M +$120K +558 +2%
AUB
1262
Atlantic Union Bankshares
Virginia
$5.03M +$1.76M +8,201 +55%
PM
1263
Phraction Management
Connecticut
$5M +$4.96M +23,092 New
TL
1264
Tradewinds LLC
North Carolina
$4.98M +$4.11M +19,139 New
MGAM
1265
McGowan Group Asset Management
Texas
$4.98M +$76.9K +358 +2%
MCM
1266
McDonough Capital Management
Florida
$4.97M +$4.93M +22,950 New
DAS
1267
Dynamic Advisor Solutions
Arizona
$4.97M +$270K +1,260 +6%
SCM
1268
Schnieders Capital Management
California
$4.96M +$51.1K +238 +1%
IB
1269
Iyo Bank
Japan
$4.94M +$4.89M +22,776 New
GEA
1270
Glen Eagle Advisors
New Jersey
$4.93M -$35.9K -167 -0.7%
BIM
1271
Baldwin Investment Management
Pennsylvania
$4.92M +$380K +1,770 +8%
WA1
1272
Wimmer Associates 1
California
$4.92M -$17.6K -82 -0.4%
CAM
1273
Carret Asset Management
New York
$4.91M -$301K -1,400 -6%
IMOV
1274
Investment Management of Virginia
Virginia
$4.91M +$304K +1,415 +7%
PGAM
1275
Princeton Global Asset Management
New Jersey
$4.89M -$130K -605 -3%