We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WA1
1051
Wimmer Associates 1
California
$2.75M -$31.5K -273 -1%
NB
1052
Nicolet Bankshares
Wisconsin
$2.74M -$42.6K -369 -2%
RSWM
1053
Robertson Stephens Wealth Management
California
$2.74M +$74.3K +643 +3%
TPI
1054
Trust Point Inc
Wisconsin
$2.73M +$448K +3,876 +19%
Capstone Investment Advisors
1055
Capstone Investment Advisors
New York
$2.73M +$2.73M +23,635 +4,468%
IHL
1056
Investment House LLC
California
$2.73M -$8.67K -75 -0.3%
AFCM
1057
Applied Finance Capital Management
Puerto Rico
$2.73M -$51K -441 -2%
NL
1058
NWAM LLC
Washington
$2.71M +$384K +3,323 +16%
WWM
1059
Western Wealth Management
Colorado
$2.7M +$126K +1,090 +5%
CAS
1060
Coppell Advisory Solutions
Texas
$2.7M +$133K +1,147 +5%
SCM
1061
Shelton Capital Management
Colorado
$2.7M +$18.7K +162 +0.7%
SWP
1062
Sagespring Wealth Partners
Tennessee
$2.68M +$2.74M +23,736 New
TW
1063
TrinityPoint Wealth
Connecticut
$2.68M +$44.5K +385 +2%
PDL
1064
Portfolio Design Labs
California
$2.67M +$585K +5,059 +27%
RZH
1065
Relyea Zuckerberg Hanson
Connecticut
$2.67M +$1.73M +14,960 +173%
CWM
1066
Cordatus Wealth Management
Pennsylvania
$2.67M +$2.72M +23,574 New
PI
1067
Pettee Investors
Connecticut
$2.66M
JWCA
1068
J.W. Cole Advisors
Florida
$2.65M -$59.4K -514 -2%
HI
1069
Harbour Investments
Wisconsin
$2.65M +$254K +2,202 +10%
BP
1070
BNP Paribas
France
$2.65M +$62.6K +542 +2%
PHIC
1071
Pine Haven Investment Counsel
Massachusetts
$2.64M +$23.1K +200 +0.9%
KC
1072
Kinloch Capital
Virginia
$2.64M +$94K +813 +4%
VT
1073
Vise Technologies
New York
$2.62M +$867K +7,505 +48%
HZ
1074
Hixon Zuercher
Ohio
$2.61M +$49.3K +427 +2%
MMA
1075
Mizuho Markets Americas
New York
$2.61M -$3.45M -29,819 -56%