We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1801
Glynn Capital Management
California
$4.07M – – –
CV
1802
Counterweight Ventures
North Carolina
$4.06M +$45K +133 +1%
1WA
1803
180 Wealth Advisors
Washington
$4.06M -$2.03K -6 -0.1%
AAM
1804
Azzad Asset Management
Virginia
$4.03M -$502K -1,484 -11%
CCFM
1805
Clear Creek Financial Management
Washington
$4.03M +$340K +1,006 +10%
PTP
1806
Platform Technology Partners
New York
$4.03M +$583K +1,722 +18%
NC
1807
NBW Capital
Massachusetts
$4.02M -$1.17M -3,470 -23%
MCA
1808
Martin Capital Advisors
Texas
$4.01M -$18.6K -55 -0.5%
MPPLM
1809
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4M +$67.3K +199 +2%
CQWA
1810
Chokshi & Queen Wealth Advisors
California
$3.99M -$47.4K -140 -1%
LAIC
1811
Lederer & Associates Investment Counsel
California
$3.98M +$27.1K +80 +0.7%
GCA
1812
Gallagher Capital Advisors
Texas
$3.98M -$38.2K -113 -1%
RBWA
1813
RFG - Bristol Wealth Advisors
Massachusetts
$3.96M +$10.8K +32 +0.3%
PWMAG
1814
Pinnacle Wealth Management Advisory Group
New Jersey
$3.96M +$83.2K +246 +2%
APWM
1815
Argonautica Private Wealth Management
Massachusetts
$3.94M +$76.8K +227 +2%
EFG
1816
Everhart Financial Group
Ohio
$3.94M +$396K +1,170 +12%
WFG
1817
Wills Financial Group
Virginia
$3.94M +$62.6K +185 +2%
TSWM
1818
Triangle Securities Wealth Management
North Carolina
$3.94M -$105K -309 -3%
WHAM
1819
Windmill Hill Asset Management
United Kingdom
$3.93M – – –
LT
1820
Lindsell Train
United Kingdom
$3.93M – – –
IAS
1821
IMA Advisory Services
Colorado
$3.92M -$291K -861 -7%
AIS
1822
American Investment Services
Massachusetts
$3.92M -$11.2K -33 -0.3%
ALAM
1823
Asahi Life Asset Management
Japan
$3.92M -$321K -948 -8%
GSEP
1824
Golden State Equity Partners
California
$3.92M -$90.7K -268 -2%
HFRG
1825
Houlihan Financial Resource Group
Virginia
$3.91M -$102K -301 -3%
71 72
73
74 75