We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2051
Harfst & Associates
Wyoming
$3.06M -$61.7K -181 -2%
BWM
2052
Bernicke Wealth Management
Wisconsin
$3.05M +$2.97M +8,709 New
PFGIA
2053
Patriot Financial Group Insurance Agency
Massachusetts
$3.05M +$189K +554 +7%
NPA
2054
Nichols & Pratt Advisers
Massachusetts
$3.05M -$681 -2 -0%
OIS
2055
Okabena Investment Services
Minnesota
$3.05M +$1.32M +3,877 +81%
LI
2056
Lafayette Investments
Maryland
$3.05M +$22.8K +67 +0.8%
TAFW
2057
Tred Avon Family Wealth
Maryland
$3.05M +$494K +1,449 +20%
FWM
2058
ForthRight Wealth Management
Georgia
$3.04M +$341 +1 +0%
SAI
2059
Systematic Alpha Investments
New Jersey
$3.04M – – –
HFS
2060
Haverford Financial Services
Pennsylvania
$3.02M – – –
SMC
2061
Smith, Moore & Co
Missouri
$3.02M -$374K -1,099 -11%
CIA
2062
Compass Ion Advisors
Pennsylvania
$3.01M -$22.1K -65 -0.8%
NL
2063
NWAM LLC
Washington
$3.01M -$253K -744 -8%
F8IS
2064
Figure 8 Investment Strategies
Idaho
$3.01M -$37.5K -110 -1%
FPL
2065
Fortress Private Ledger
North Carolina
$3.01M +$164K +482 +6%
MSFP
2066
Mark Sheptoff Financial Planning
Connecticut
$2.99M -$681 -2 -0%
EWM
2067
Evermay Wealth Management
Virginia
$2.99M -$16.4K -48 -0.6%
FGA
2068
Fortis Group Advisors
New Jersey
$2.99M -$79.7K -234 -2%
PA
2069
PFW Advisors
Georgia
$2.99M -$83.1K -244 -3%
QC
2070
Quent Capital
New York
$2.98M +$33.4K +98 +1%
QLSGSCF
2071
Quent Long Short Global Small Cap Fund
New York
$2.98M +$2.9M +8,510 New
KIM
2072
Kestra Investment Management
Texas
$2.98M +$16.7K +49 +0.6%
SFS
2073
Stiles Financial Services
Minnesota
$2.98M -$22.8K -67 -0.8%
MFFIA
2074
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.98M -$733K -2,150 -20%
EWM
2075
EPG Wealth Management
Georgia
$2.97M +$117K +342 +4%
81 82
83
84 85