We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
2376
Sentinel Trust
Texas
$786K +$779K +3,629 New
OPA
2377
Old Port Advisors
Maine
$785K +$644 +3 +0.1%
BO
2378
BRR OpCo
Ohio
$785K +$8.8K +41 +1%
TIM
2379
Tevis Investment Management
Texas
$783K +$773K +3,603 New
ECM
2380
Elgethun Capital Management
South Dakota
$782K +$1.5K +7 +0.2%
I
2381
INVST
Indiana
$782K +$5.58K +26 +0.7%
HG
2382
Harbor Group
New Hampshire
$781K – – –
3F
2383
360 Financial
Minnesota
$778K -$8.59K -40 -1%
PCWA
2384
Pacific Capital Wealth Advisors
California
$778K +$18K +84 +2%
VV
2385
Verity & Verity
South Carolina
$778K +$30.9K +144 +4%
SF
2386
Symphony Financial
Texas
$778K +$277K +1,291 +58%
FAFN
2387
First Affirmative Financial Network
Colorado
$777K +$63.3K +295 +9%
WCM
2388
WealthBridge Capital Management
Ohio
$776K -$107K -498 -12%
PWM
2389
PBMares Wealth Management
Virginia
$776K – – –
RSC
2390
Red Spruce Capital
Pennsylvania
$776K +$21K +98 +3%
SIG
2391
Sargent Investment Group
Maryland
$773K -$90.8K -423 -11%
SAM
2392
SignalPoint Asset Management
Missouri
$773K +$12.9K +60 +2%
EAM
2393
Evanson Asset Management
California
$771K +$11.8K +55 +2%
PCM
2394
Pointe Capital Management
Michigan
$771K +$37.1K +173 +5%
BWA
2395
BDO Wealth Advisors
Florida
$770K -$6.87K -32 -0.9%
IWN
2396
Independent Wealth Network
Iowa
$770K +$7.51K +35 +1%
CWP
2397
Curated Wealth Partners
California
$770K +$41.4K +193 +6%
SIM
2398
SSI Investment Management
California
$769K -$1.07K -5 -0.1%
DPI
2399
Diversified Portfolios Inc
Michigan
$768K – – –
KWM
2400
Kolinsky Wealth Management
New Jersey
$767K +$760K +3,541 New
94 95
96
97 98