We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1251
Patriot Financial Group Insurance Agency
Massachusetts
$297K -$6.72K -37 -2%
SG
1252
StoneX Group
New York
$297K -$363 -2 -0.1%
Dodge & Cox
1253
Dodge & Cox
California
$296K
RSA
1254
River Street Advisors
Illinois
$296K +$30.9K +170 +11%
WIM
1255
Wittenberg Investment Management
Massachusetts
$295K
SAM
1256
Strategy Asset Managers
California
$289K -$17.6K -97 -6%
BAM
1257
Belpointe Asset Management
Nevada
$289K -$145K -798 -32%
SSA
1258
South Street Advisors
New York
$289K
GEA
1259
Glen Eagle Advisors
New Jersey
$288K +$73.5K +405 +32%
IPW
1260
Inlet Private Wealth
Florida
$288K
FWM
1261
FFT Wealth Management
Pennsylvania
$287K -$18K -99 -6%
HA
1262
Harfst & Associates
Wyoming
$284K
LFM
1263
LGT Fund Management
Liechtenstein
$283K
TRIA
1264
Trail Ridge Investment Advisors
Colorado
$283K -$182K -1,000 -38%
EWM
1265
Endowment Wealth Management
Wisconsin
$282K +$7.81K +43 +3%
GA
1266
Geller Advisors
New York
$282K -$34.5K -190 -11%
RCM
1267
RB Capital Management
Nevada
$280K -$27.4K -151 -9%
JWCA
1268
J.W. Coons Advisors
Ohio
$279K -$18.2K -100 -6%
EWM
1269
Empirical Wealth Management
Washington
$276K +$39.2K +216 +16%
PFBT
1270
Parkside Financial Bank & Trust
Missouri
$276K -$50.8K -280 -15%
SWM
1271
Stockman Wealth Management
Montana
$276K
AWM
1272
Angeles Wealth Management
California
$276K -$305K -1,679 -51%
HAIM
1273
Hunter Associates Investment Management
Pennsylvania
$274K +$2K +11 +0.7%
LG
1274
LaFleur & Godfrey
Michigan
$274K +$286K +1,573 New
NHT
1275
New Hampshire Trust
New Hampshire
$273K +$9.08K +50 +3%