We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1951
Stiles Financial Services
Minnesota
$3.35M -$281K -806 -8%
NCGI
1952
Next Century Growth Investors
Minnesota
$3.35M +$1.39K +4 +0%
ACL
1953
Applied Capital LLC
Florida
$3.35M +$7.32K +21 +0.2%
SIA
1954
Schear Investment Advisers
Ohio
$3.34M -$54.7K -157 -2%
KWM
1955
Koa Wealth Management
California
$3.34M -$12.2K -35 -0.4%
NG
1956
Novem Group
New York
$3.33M -$288K -825 -8%
MFG
1957
MidWestOne Financial Group
Iowa
$3.33M +$126K +362 +4%
WI
1958
WrapManager Inc
California
$3.33M -$95.2K -273 -3%
IC
1959
Iconiq Capital
California
$3.33M +$412K +1,183 +14%
GAG
1960
Goodman Advisory Group
Massachusetts
$3.32M +$1.73M +4,960 +113%
APGDR
1961
Absoluto Partners Gestao de Recursos
Brazil
$3.32M +$615K +1,764 +23%
HAC
1962
Harbor Advisory Corp
New Hampshire
$3.31M – – –
MSFS
1963
Main Street Financial Solutions
Pennsylvania
$3.31M +$410K +1,176 +14%
TIM
1964
Tikehau Investment Management
France
$3.3M -$3.14M -9,000 -49%
AMCA
1965
Arthur M. Cohen & Associates
Illinois
$3.3M +$31.4K +90 +1%
CWP
1966
Concord Wealth Partners
Virginia
$3.3M -$84.3K -242 -3%
CAMV
1967
Concord Asset Management (Virginia)
Virginia
$3.3M +$683K +1,959 +27%
CFP
1968
Catalyst Financial Partners
Massachusetts
$3.3M +$60.6K +174 +2%
FA
1969
Fiduciary Alliance
South Carolina
$3.29M +$54.4K +156 +2%
DC
1970
DeDora Capital
California
$3.29M +$32.4K +93 +1%
SHFA
1971
SS&H Financial Advisors
Michigan
$3.28M -$103K -295 -3%
CA
1972
Callahan Advisors
Texas
$3.28M +$125K +360 +4%
TWM
1973
TCFG Wealth Management
California
$3.27M -$90.3K -259 -3%
1W
1974
1776 Wealth
Georgia
$3.27M -$49.1K -141 -2%
PCMK
1975
Paragon Capital Management (Kansas)
Kansas
$3.25M -$67.3K -193 -2%
77 78
79
80 81