We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1701
Alcosta Capital Management
California
$4.46M +$11.1K +37 +0.3%
EW
1702
Evoke Wealth
California
$4.46M +$247K +820 +6%
KNW
1703
Kesler Norman & Wride
Utah
$4.46M +$430K +1,431 +11%
DA
1704
Doliver Advisors
Texas
$4.45M -$23.2K -77 -0.5%
MP
1705
Munro Partners
Australia
$4.44M -$64.5M -214,645 -94%
PWAM
1706
Papamarkou Wellner Asset Management
New York
$4.44M +$4.22M +14,049 New
BMO
1707
Beck Mack & Oliver
New York
$4.44M +$15.3K +51 +0.4%
LA
1708
Legacy Advisors
Pennsylvania
$4.43M +$465K +1,547 +12%
HR
1709
Hardy Reed
Mississippi
$4.42M +$17.7K +59 +0.4%
AWM
1710
Ameliora Wealth Management
Switzerland
$4.42M -$157K -522 -4%
NF
1711
Nikulski Financial
Iowa
$4.41M -$14.1K -47 -0.3%
RA
1712
RiverPark Advisors
New York
$4.41M +$76.1K +253 +2%
JGC
1713
J. Goldman & Co
New York
$4.4M +$4.18M +13,915 New
CAC
1714
Certified Advisory Corp
Florida
$4.4M +$12K +40 +0.3%
EAM
1715
EdenTree Asset Management
United Kingdom
$4.4M – – –
IFWM
1716
Institute for Wealth Management
Colorado
$4.38M +$34.9K +116 +0.8%
NL
1717
NVWM LLC
Pennsylvania
$4.38M -$162K -540 -4%
CIM
1718
Corbyn Investment Management
Maryland
$4.37M -$163K -541 -4%
SWM
1719
Sugarloaf Wealth Management
Georgia
$4.36M -$175K -583 -4%
LPT
1720
Legacy Private Trust
Wisconsin
$4.34M +$1.37M +4,550 +50%
CB
1721
Community Bank
New York
$4.33M +$16.5K +55 +0.4%
PCS
1722
Personal CFO Solutions
New Jersey
$4.33M -$47.5K -158 -1%
AWM
1723
Accurate Wealth Management
Florida
$4.32M -$471K -1,565 -10%
GWANC
1724
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.32M +$861K +2,864 +27%
SACTSONJ
1725
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.3M – – –
67 68
69
70 71