We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1301
Atlas Capital Advisors
Wyoming
$5.42M +$44.5K +200 +0.8%
SFA
1302
Souders Financial Advisors
Ohio
$5.42M -$86.1K -387 -2%
IB
1303
Intrust Bank
Kansas
$5.42M +$417K +1,872 +8%
RDWM
1304
Red Door Wealth Management
Tennessee
$5.39M +$193K +868 +4%
IMOV
1305
Investment Management of Virginia
Virginia
$5.39M -$9.57K -43 -0.2%
LA
1306
LVW Advisors
New York
$5.38M +$64.3K +289 +1%
DEA
1307
DoubleLine ETF Adviser
Florida
$5.38M +$3.03M +13,603 +133%
VLC
1308
Van Leeuwen & Company
New Jersey
$5.38M +$1.29M +5,817 +32%
MWA
1309
Meridian Wealth Advisors
Texas
$5.36M +$186K +835 +4%
LMIM
1310
Lockheed Martin Investment Management
Maryland
$5.36M -$8.53M -38,340 -62%
CCT
1311
Chemung Canal Trust
New York
$5.35M +$3.5M +15,719 +196%
S
1312
SimplyRich
California
$5.35M
AWP
1313
Ascent Wealth Partners
New York
$5.34M +$65.7K +295 +1%
MGAM
1314
McGowan Group Asset Management
Texas
$5.33M +$495K +2,226 +10%
SC
1315
Sawyer & Company
Massachusetts
$5.33M -$156K -700 -3%
SI
1316
Shaker Investments
Ohio
$5.32M +$50.7K +228 +1%
CIC
1317
Chase Investment Counsel
Virginia
$5.29M +$3.15M +14,165 +152%
TLP
1318
Trinity Legacy Partners
Texas
$5.27M +$50.7K +228 +1%
SFP
1319
Shepherd Financial Partners
Massachusetts
$5.25M -$709K -3,187 -12%
LOPW
1320
Live Oak Private Wealth
North Carolina
$5.25M +$85.5K +384 +2%
PM
1321
Phraction Management
Connecticut
$5.24M +$11.8K +53 +0.2%
AUB
1322
Atlantic Union Bankshares
Virginia
$5.24M -$200K -899 -4%
BFW
1323
Brady Family Wealth
Missouri
$5.23M +$45.6K +205 +0.9%
KP
1324
Keel Point
Alabama
$5.23M -$31.2K -140 -0.6%
MMM
1325
Mendel Money Management
Illinois
$5.21M +$63K +283 +1%