We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2326
Buckley Wealth Management
Nevada
$393K -$74.5K -408 -17%
TCBWMS
2327
Texas Capital Bank Wealth Management Services
Texas
$393K +$12.6K +69 +4%
PIA
2328
Perennial Investment Advisors
California
$391K +$9.5K +52 +3%
WC
2329
Weil Company
California
$390K -$17.9K -98 -5%
BRG
2330
Bay Rivers Group
Virginia
$390K +$22.1K +121 +6%
FBT
2331
First Bank & Trust
South Dakota
$389K -$34.7K -190 -9%
PIMG
2332
Patriot Investment Management Group
Tennessee
$388K +$6.39K +35 +2%
ESBC
2333
E.S. Barr & Co
Kentucky
$388K +$7.31K +40 +2%
OWP
2334
Obermeyer Wealth Partners
Colorado
$388K +$34.3K +188 +10%
BFA
2335
Beacon Financial Advisory
Ohio
$387K +$18.1K +99 +5%
TW
2336
Transform Wealth
Colorado
$387K +$117K +641 +47%
PM
2337
Precept Management
Texas
$386K – – –
SKK
2338
Shepherd Kaplan Krochuk
Massachusetts
$386K – – –
BG
2339
Berry Group
Massachusetts
$385K – – –
SHA
2340
Seneca House Advisors
Virginia
$385K +$364K +1,994 New
PJB
2341
Paul John Balson
California
$383K +$548 +3 +0.2%
BL
2342
Balentine LLC
Georgia
$382K -$29.4K -161 -8%
AWM
2343
Aevitas Wealth Management
Massachusetts
$381K +$24.3K +133 +7%
BCM
2344
Bluefin Capital Management
New York
$381K +$361K +1,974 New
AO
2345
Allen Operations
New York
$380K – – –
DHFB
2346
Dixon Hubard Feinour & Brown
Virginia
$379K -$14.6K -80 -4%
WA
2347
Wealth Architects
California
$379K +$59.9K +328 +20%
DE
2348
Day & Ennis
Georgia
$377K – – –
QCIG
2349
Quad-Cities Investment Group
Iowa
$377K +$183 +1 +0.1%
KFA
2350
Krane Funds Advisors
New York
$375K -$131K -717 -27%
92 93
94
95 96