We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
1751
Intrepid Financial Planning Group
Indiana
$3.24M -$65.3K -265 -2%
TW
1752
TrinityPoint Wealth
Connecticut
$3.24M -$29.8K -121 -1%
DSC
1753
Duncker Streett & Co
Missouri
$3.24M +$60.4K +245 +2%
OAM
1754
Occidental Asset Management
California
$3.24M +$69.8K +283 +2%
FI
1755
Fosun International
China
$3.23M -$6.05M -24,558 -66%
CGA
1756
Channing Global Advisors
Florida
$3.22M +$40.7K +165 +1%
PI
1757
PFG Investments
New York
$3.22M +$214K +867 +8%
BFG
1758
Beacon Financial Group
Texas
$3.21M -$304K -1,233 -9%
WC
1759
Waterloo Capital
Texas
$3.21M +$1.27M +5,172 +72%
MAWCM
1760
Mine & Arao Wealth Creation & Management
California
$3.21M -$1.48K -6 -0%
HS
1761
HighVista Strategies
Massachusetts
$3.21M +$887K +3,600 +41%
BHWM
1762
Bar Harbor Wealth Management
New Hampshire
$3.2M +$42.9K +174 +1%
PGIM
1763
Pacific Global Investment Management
California
$3.2M -$19K -77 -0.6%
GCM
1764
Geneva Capital Management
Wisconsin
$3.2M -$152K -616 -5%
EWA
1765
EverSource Wealth Advisors
Alabama
$3.2M +$181K +736 +6%
SIA
1766
Soltis Investment Advisors
Utah
$3.2M +$2.57M +10,443 +570%
BHB
1767
Bank Hapoalim BM
Israel
$3.19M -$122K -497 -4%
OWP
1768
Obermeyer Wealth Partners
Colorado
$3.19M +$233K +947 +8%
RCG
1769
Regatta Capital Group
California
$3.19M +$16.3K +66 +0.5%
TSWM
1770
Triangle Securities Wealth Management
North Carolina
$3.19M -$45.4K -184 -1%
WA
1771
Wealth Alliance
New York
$3.18M +$66.3K +269 +2%
PAA
1772
Peregrine Asset Advisers
Oregon
$3.18M +$1.97K +8 +0.1%
WHAM
1773
Windmill Hill Asset Management
United Kingdom
$3.17M – – –
CTC
1774
Cetera Trust Company
Minnesota
$3.17M +$3M +12,186 New
IAS
1775
IMA Advisory Services
Colorado
$3.17M -$213K -864 -7%
69 70
71
72 73