We are live on ! Find out more
VZ icon

Verizon
VZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
2376
Stillwater Wealth Management Group
Florida
$313K +$331K +7,839 New
CFSG
2377
Community Financial Services Group
Vermont
$313K -$107K -2,529 -24%
BC
2378
Barrett & Company
Rhode Island
$312K +$1.9K +45 +0.6%
AWM
2379
Angeles Wealth Management
California
$312K +$55K +1,304 +20%
IGAM
2380
iA Global Asset Management
Quebec, Canada
$311K -$745K -17,657 -69%
BWP
2381
Baldwin Wealth Partners
Massachusetts
$311K -$131K -3,104 -29%
RFP
2382
Root Financial Partners
California
$311K +$328K +7,774 New
LP
2383
LMR Partners
United Kingdom
$311K +$328K +7,771 New
SIC
2384
Sterling Investment Counsel
New York
$310K – – –
PGAM
2385
Princeton Global Asset Management
New Jersey
$310K -$126K -2,979 -28%
MLL
2386
Moody Lynn & Lieberson
Massachusetts
$310K -$4.01K -95 -1%
VWM
2387
Verus Wealth Management
Wisconsin
$309K +$326K +7,737 New
BFG
2388
Birch Financial Group
New Hampshire
$309K +$326K +7,724 New
AL
2389
Aspiriant LLC
California
$309K -$40.6K -962 -11%
LWCFA
2390
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$308K – – –
IA
2391
IFG Advisors
Missouri
$308K +$29.1K +689 +10%
FWM
2392
Fairhaven Wealth Management
Illinois
$308K +$16.7K +395 +5%
EW
2393
Element Wealth
Mississippi
$307K -$50K -1,186 -13%
CA
2394
Cornerstone Advisory
Maryland
$307K -$44.3K -1,049 -12%
CC
2395
Callan Capital
California
$307K +$49.8K +1,180 +18%
BCP
2396
Blackhawk Capital Partners
Wisconsin
$307K +$39.3K +932 +14%
BOJHT
2397
Bank of Jackson Hole Trust
Wyoming
$306K +$323K +7,661 New
GIA
2398
GHP Investment Advisors
Colorado
$306K -$64K -1,518 -17%
SIAG
2399
Safeguard Investment Advisory Group
California
$306K -$10.5K -248 -3%
BMM
2400
Buffington Mohr McNeal
Idaho
$305K +$61.1K +1,449 +23%
94 95
96
97 98