We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIS
2101
Global Strategic Investment Solutions
Arizona
$670K – – –
TI
2102
tru Independence
Oregon
$670K +$209K +1,142 +49%
SFG
2103
Summit Financial Group
West Virginia
$669K – – –
ACWM
2104
Adams Chetwood Wealth Management
North Carolina
$669K +$183 +1 +0%
I
2105
INVST
Indiana
$668K +$71.3K +390 +13%
ECM
2106
Elgethun Capital Management
South Dakota
$667K +$6.76K +37 +1%
N
2107
Natixis
France
$666K +$85.9K +470 +16%
GA
2108
Geller Advisors
New York
$664K +$160K +875 +34%
BFWA
2109
Benchmark Financial Wealth Advisors
Florida
$664K +$235K +1,287 +60%
WAAG
2110
Wealth Alliance Advisory Group
Kansas
$662K +$31.4K +172 +5%
CPC
2111
Cookson Peirce & Co
Pennsylvania
$660K +$6.94K +38 +1%
TCPWM
2112
Traverso Chambers Private Wealth Management
California
$659K – – –
LJAC
2113
L.J. Altfest & Co
New York
$659K +$4.93K +27 +0.8%
DA
2114
DSC Advisors
Illinois
$657K +$74K +405 +14%
UBV
2115
United Bank (Virginia)
Virginia
$656K +$1.46K +8 +0.2%
OFG
2116
Omega Financial Group
California
$656K +$2.92K +16 +0.5%
SHWM
2117
Smith & Howard Wealth Management
Georgia
$655K -$61.4K -336 -9%
PCWA
2118
Pacific Capital Wealth Advisors
California
$652K -$3.11K -17 -0.5%
ACA
2119
Ackerman Capital Advisors
Texas
$650K – – –
FCA
2120
FLC Capital Advisors
California
$648K +$5.85K +32 +1%
PP
2121
Palladium Partners
Virginia
$647K – – –
SIG
2122
Sky Investment Group
Connecticut
$647K +$3.65K +20 +0.6%
RGIA
2123
Rainier Group Investment Advisory
Washington
$645K +$610K +3,337 New
FTI
2124
Fiduciary Trust International
Massachusetts
$643K +$110K +600 +22%
DCM
2125
Davis Capital Management
Florida
$642K +$23.4K +128 +4%
83 84
85
86 87