We are live on ! Find out more
VZ icon

Verizon
VZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SCF
1701
Sante Capital Fund
Texas
$812K +$952K +21,386 New
BDF
1702
Balasa Dinverno & Foltz
$811K -$51.8K -1,164 -5%
CAC
1703
Certified Advisory Corp
Florida
$807K -$58.7K -1,317 -6%
LOAMS
1704
Lombard Odier Asset Management (Switzerland)
Switzerland
$804K -$133K -2,993 -12%
IWA
1705
IVC Wealth Advisors
Pennsylvania
$804K +$7.48K +168 +0.8%
KIC
1706
Kensington Investment Counsel
California
$802K +$41.6K +935 +5%
CWM
1707
Cornerstone Wealth Management
Missouri
$801K -$35.5K -798 -4%
TCBWMS
1708
Texas Capital Bank Wealth Management Services
Texas
$796K -$623 -14 -0.1%
WFA
1709
Wipfli Financial Advisors
Wisconsin
$796K +$933K +20,951 New
GG
1710
Gleason Group
Kentucky
$795K +$23.8K +534 +3%
WMP
1711
Wealth Management Partners
Arizona
$793K – – –
SIA
1712
Schechter Investment Advisors
Michigan
$792K -$448K -10,063 -33%
WW
1713
Westshore Wealth
California
$792K -$75.7K -1,699 -8%
OCM
1714
Orleans Capital Management
Louisiana
$791K -$283K -6,350 -23%
ICM
1715
IMS Capital Management
Oregon
$791K +$261K +5,867 +39%
CAG
1716
Crestwood Advisors Group
Massachusetts
$782K -$209K -4,687 -19%
MVA
1717
Mount Vernon Associates
Maryland
$781K +$6.68K +150 +0.7%
CGA
1718
Crescent Grove Advisors
Illinois
$781K +$547K +12,288 +149%
IAMOG
1719
Investors Asset Management of Georgia
Georgia
$778K +$32.3K +725 +4%
GWM
1720
GDS Wealth Management
Texas
$777K -$148K -3,322 -14%
CA
1721
Cornerstone Advisory
Maryland
$777K +$47.6K +1,069 +6%
TA
1722
TFG Advisers
Michigan
$776K -$58.9K -1,322 -6%
WAOI
1723
Wealth Advisors of Iowa
Iowa
$775K -$122K -2,739 -12%
ST
1724
Somerset Trust
Pennsylvania
$773K +$5.83K +131 +0.6%
MAM
1725
Mastrapasqua Asset Management
Tennessee
$773K +$53.7K +1,206 +6%
67 68
69
70 71