We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
2301
Perennial Investment Advisors
California
$345K +$332K +1,843 New
AIP
2302
ARS Investment Partners
New York
$344K – – –
OWP
2303
Obermeyer Wealth Partners
Colorado
$343K +$13K +72 +4%
HC
2304
Hamilton Capital
Ohio
$343K +$329K +1,826 New
PCMK
2305
Paragon Capital Management (Kansas)
Kansas
$342K – – –
MA
2306
MONECO Advisors
Connecticut
$342K +$21.4K +119 +8%
PAM
2307
Pegasus Asset Management
New York
$341K – – –
FCIM
2308
Fairview Capital Investment Management
California
$341K +$4.5K +25 +1%
CS
2309
Cannell & Spears
New York
$341K +$31.4K +174 +11%
SPP
2310
Single Point Partners
Massachusetts
$341K +$343K +1,905 New
EHC
2311
Everett Harris & Co
California
$340K – – –
WA
2312
Wealth Architects
California
$340K +$29.9K +166 +10%
NFG
2313
Nadler Financial Group
Illinois
$338K -$33.9K -188 -9%
CCM
2314
Cadence Capital Management
Massachusetts
$338K -$3.42K -19 -1%
TWP
2315
Tempus Wealth Planning
California
$338K +$324K +1,800 New
GKWIM
2316
Gerber Kawasaki Wealth & Investment Management
California
$337K -$2.7K -15 -0.8%
SMH
2317
Sanders Morris Harris
Texas
$337K – – –
FCB
2318
First Command Bank
Texas
$336K +$55.5K +308 +21%
FCFS
2319
First Command Financial Services
Texas
$336K +$55.5K +308 +21%
CMI
2320
Clare Market Investments
Texas
$335K -$121K -674 -27%
LWA
2321
Lineweaver Wealth Advisors
Ohio
$335K +$322K +1,787 New
WPA
2322
West Paces Advisors
Georgia
$334K +$54.1K +300 +20%
CCC
2323
Chelsea Counsel Company
California
$334K +$320K +1,775 New
CA
2324
Claro Advisors
Massachusetts
$332K +$74.2K +412 +30%
PC
2325
Peavine Capital
Nevada
$330K – – –
91 92
93
94 95