We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1601
Addison Advisors
Vermont
$199K +$2.16K +13 +1%
OWA
1602
Opal Wealth Advisors
New York
$198K +$200K +1,205 New
TCOV
1603
Trust Company of Vermont
Vermont
$196K +$17.5K +105 +10%
GIA
1604
GHP Investment Advisors
Colorado
$192K +$183K +1,101 +1,694%
JFGIW
1605
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$191K +$33.4K +201 +21%
SOW
1606
State of Wyoming
Wyoming
$191K -$161K -968 -46%
PFSC
1607
Peoples Financial Services Corp
Pennsylvania
$188K – – –
TTIC
1608
Tower Trust & Investment Company
Iowa
$188K +$200K +1,200 New
EWP
1609
Elevation Wealth Partners
California
$181K – – –
TFM
1610
TFC Financial Management
Massachusetts
$181K -$19.8K -119 -10%
CFO
1611
CVA Family Office
Colorado
$181K -$19.5K -117 -10%
PPWM
1612
PFG Private Wealth Management
Florida
$181K +$183K +1,099 New
KA
1613
Kozak & Associates
Colorado
$180K +$5.99K +36 +3%
DMBA
1614
Deseret Mutual Benefit Administrators
Utah
$178K +$5.82K +35 +3%
PPC
1615
Park Place Capital
Alabama
$177K -$82.6K -497 -32%
KLWA
1616
Kelly Lawrence W & Associates
California
$177K – – –
KFI
1617
Key Financial Inc
Pennsylvania
$176K +$19.1K +115 +12%
SFGP
1618
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$176K +$4.66K +28 +3%
LFASL
1619
Lugano Financial Advisors SA (LFA)
Switzerland
$165K -$8.31K -50 -5%
CLOS
1620
Compagnie Lombard Odier SCmA
Switzerland
$165K – – –
LI
1621
LRI Investments
Florida
$164K – – –
NEWAS
1622
N.E.W. Advisory Services
Wisconsin
$164K +$166K +996 New
WTA
1623
Washington Trust Advisors
Massachusetts
$163K +$133K +800 +419%
CUAMC
1624
China Universal Asset Management Company
China
$162K – – –
BFP
1625
Briaud Financial Planning
Texas
$162K – – –