We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
2051
IVC Wealth Advisors
Pennsylvania
$1.17M +$1.09M +5,345 New
BBNA
2052
Bremer Bank National Association
Minnesota
$1.17M -$60.4K -295 -5%
Dodge & Cox
2053
Dodge & Cox
California
$1.16M -$40.9K -200 -4%
BWP
2054
Bernardo Wealth Planning
Pennsylvania
$1.15M -$7.37K -36 -0.7%
AB
2055
Atlas Brown
Kentucky
$1.15M +$4.71K +23 +0.4%
AF
2056
Allworth Financial
California
$1.14M +$54K +264 +5%
SEEDPG
2057
S.E.E.D. Planning Group
New York
$1.14M +$48.7K +238 +5%
OWA
2058
Octavia Wealth Advisors
Ohio
$1.14M +$1.07M +5,223 New
CL
2059
CPWM LLC
Washington
$1.14M +$88.6K +433 +9%
LWA
2060
Lenox Wealth Advisors
New York
$1.13M +$14.5K +71 +1%
5L
2061
55I LLC
Massachusetts
$1.13M +$467K +2,280 +79%
NB
2062
Nicolet Bankshares
Wisconsin
$1.13M -$26.2K -128 -2%
LFA
2063
Legacy Financial Advisors
Kentucky
$1.13M +$88.6K +433 +9%
ECM
2064
Estabrook Capital Management
New York
$1.12M +$50.8K +248 +5%
RHP
2065
Royal Harbor Partners
Texas
$1.12M +$234K +1,145 +29%
MJP
2066
Michael J. Puzo
$1.12M -$76.7K -375 -7%
FFC
2067
First Financial Corp
Indiana
$1.12M +$35.2K +172 +3%
RC
2068
RBO & Co
California
$1.12M
WWM
2069
Windsor Wealth Management
Indiana
$1.12M +$1.23K +6 +0.1%
SMA
2070
Sage Mountain Advisors
Georgia
$1.12M +$1.05M +5,119 New
WCM
2071
Windsor Capital Management
Arizona
$1.12M +$76.3K +373 +8%
LAM
2072
LifePro Asset Management
California
$1.12M +$1.04M +5,104 New
TA
2073
Tectonic Advisors
Texas
$1.11M +$1.04M +5,098 New
PIA
2074
Pinion Investment Advisors
Kansas
$1.11M +$71.6K +350 +7%
AWM
2075
Atticus Wealth Management
Florida
$1.11M +$103K +501 +11%