We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CA
3301
Cumberland Advisors
Florida
$3.48M
FH
3302
FWG Holdings
Florida
$3.48M +$139K +878 +5%
SGA
3303
Sustainable Growth Advisers
Connecticut
$3.47M
OPOWM
3304
One Plus One Wealth Management
Florida
$3.47M -$59.1K -374 -2%
RPCA
3305
Running Point Capital Advisors
California
$3.47M -$160K -1,015 -5%
Balyasny Asset Management
3306
Balyasny Asset Management
Illinois
$3.46M -$1.91M -12,058 -38%
WFM
3307
Wolff Financial Management
Michigan
$3.46M +$3.08M +19,489 New
CWA
3308
Centennial Wealth Advisory
Michigan
$3.44M +$16.9K +107 +0.6%
APSP
3309
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.43M -$2.85K -18 -0.1%
UIA
3310
UBP Investment Advisors
Switzerland
$3.42M +$102K +648 +3%
JGUA
3311
John G. Ullman & Associates
New York
$3.41M -$32.6K -206 -1%
APC
3312
Aspire Private Capital
North Carolina
$3.4M +$53.9K +341 +2%
AWM
3313
Abound Wealth Management
Tennessee
$3.4M +$3.02M +19,139 New
DA
3314
Detalus Advisors
Missouri
$3.39M -$125K -788 -4%
GIM
3315
Greenwich Investment Management
Connecticut
$3.39M +$3.02M +19,098 New
EL
3316
EMFO LLC
Florida
$3.39M
RCG
3317
Rock Creek Group
District of Columbia
$3.38M -$84.2K -533 -3%
PIA
3318
Pinion Investment Advisors
Kansas
$3.38M +$24.3K +154 +0.8%
GCIG
3319
Grand Central Investment Group
Florida
$3.38M -$275K -1,737 -8%
OCG
3320
Opus Capital Group
Ohio
$3.38M +$249K +1,576 +9%
VBWMG
3321
Von Berge Wealth Management Group
California
$3.38M +$3.05M +19,311 New
WAM
3322
Werlinich Asset Management
Connecticut
$3.37M
PMG
3323
Private Management Group
California
$3.37M +$800K +5,065 +36%
WMS
3324
Wealth Management Solutions
Pennsylvania
$3.37M +$3M +18,975 New
AAM
3325
Austin Asset Management
Texas
$3.37M +$3M +18,963 New