We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PW
2151
Peninsula Wealth
California
$8.63M -$1.34M -8,534 -12%
PPP
2152
Private Portfolio Partners
New Jersey
$8.63M -$42.4K -270 -0.4%
CRWM
2153
Castle Rock Wealth Management
California
$8.62M +$13K +83 +0.1%
GWMIA
2154
Global Wealth Management Investment Advisory
Florida
$8.61M +$278K +1,770 +3%
HIM
2155
Harbour Investment Management
Washington
$8.61M +$46.3K +295 +0.5%
WCM
2156
WealthBridge Capital Management
Ohio
$8.61M
AFM
2157
Abbot Financial Management
Massachusetts
$8.6M -$649K -4,135 -6%
GWM
2158
GDS Wealth Management
Texas
$8.6M +$520K +3,310 +6%
NPT
2159
Nixon Peabody Trust
Massachusetts
$8.59M -$8.89M -56,625 -48%
HIS
2160
Horizon Investment Services
Indiana
$8.59M -$134K -851 -1%
AIM
2161
Aurora Investment Managers
Florida
$8.59M +$15.9K +101 +0.2%
WCM
2162
Wisconsin Capital Management
Wisconsin
$8.58M -$948K -6,043 -9%
QFA
2163
Quantum Financial Advisors
California
$8.58M +$19.8K +126 +0.2%
IWS
2164
Insight Wealth Strategies
California
$8.57M
LP
2165
LMR Partners
United Kingdom
$8.56M -$6.36M -40,540 -40%
RCA
2166
Resonant Capital Advisors
Wisconsin
$8.55M +$949K +6,044 +11%
CFA
2167
CWS Financial Advisors
Michigan
$8.55M +$35.9K +229 +0.4%
1C
2168
1623 Capital
Virginia
$8.54M +$126K +800 +1%
HBCM
2169
Heron Bay Capital Management
Michigan
$8.54M -$394K -2,509 -4%
BBWA
2170
Bell & Brown Wealth Advisors
California
$8.54M -$548K -3,492 -5%
EM
2171
Excalibur Management
Massachusetts
$8.53M +$71.3K +454 +0.7%
WIC
2172
WealthBridge Investment Counsel
Alberta, Canada
$8.51M -$1.34M -8,542 -12%
AG
2173
AIA Group
Hong Kong
$8.51M -$3.3M -21,014 -25%
AJ
2174
Ashburton (Jersey)
Jersey
$8.5M +$12.4K +79 +0.1%
SWMP
2175
Signature Wealth Management Partners
New Jersey
$8.5M -$47.7K -304 -0.5%