We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1876
ERTS Wealth Advisors
Michigan
$675K -$40.1K -225 -5%
AL
1877
Aspiriant LLC
California
$674K -$157K -879 -18%
CIM
1878
Confluence Investment Management
Missouri
$672K -$74.3K -417 -10%
SAM
1879
SignalPoint Asset Management
Missouri
$669K +$8.37K +47 +1%
SIM
1880
SSI Investment Management
California
$668K -$12.8K -72 -2%
WDL
1881
Well Done LLC
Michigan
$667K +$26.7K +150 +4%
LFA
1882
Legacy Financial Advisors
Kentucky
$665K +$1.25K +7 +0.2%
PIA
1883
Pinion Investment Advisors
Kansas
$664K +$12.5K +70 +2%
IC
1884
Inverness Counsel
New York
$659K +$682K +3,831 New
BL
1885
BFSG LLC
California
$658K +$33K +185 +5%
BMC
1886
Beaton Management Company
Massachusetts
$654K – – –
VAG
1887
VisionPoint Advisory Group
Texas
$654K +$84.6K +475 +15%
TNBTD
1888
Trustmark National Bank Trust Department
Mississippi
$653K -$279K -1,567 -29%
AWM
1889
Alterna Wealth Management
Texas
$649K – – –
CIP
1890
Convergence Investment Partners
Florida
$648K -$25.5K -143 -4%
ZF
1891
Zhang Financial
Michigan
$648K +$8.02K +45 +1%
WAG
1892
Winthrop Advisory Group
Massachusetts
$648K +$12.3K +69 +2%
BWL
1893
Bogart Wealth LLC
Virginia
$648K +$67K +376 +11%
WWM
1894
Windsor Wealth Management
Indiana
$644K -$155K -869 -19%
JIC
1895
Joel Isaacson & Co
New York
$643K -$3.38K -19 -0.5%
MCM
1896
Maryland Capital Management
Maryland
$642K -$81.6K -458 -11%
GCP
1897
GSA Capital Partners
United Kingdom
$641K +$664K +3,728 New
PPP
1898
Private Portfolio Partners
New Jersey
$640K -$128K -716 -16%
GCMG
1899
Gyroscope Capital Management Group
Florida
$640K – – –
WA
1900
Wambolt & Associates
Colorado
$639K +$18.3K +103 +3%
74 75
76
77 78