We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MassMutual Private Wealth & Trust
751
MassMutual Private Wealth & Trust
Connecticut
$963K -$15K -136 -2%
GFPC
752
Global Financial Private Client
Florida
$961K +$2.2K +20 +0.2%
KCAM
753
Kagan Cocozza Asset Management
New Jersey
$956K -$7.38K -67 -0.8%
NA
754
Nordwand Advisors
Pennsylvania
$951K – – –
CM
755
Cornerstone Management
Georgia
$951K – – –
Weiss Asset Management
756
Weiss Asset Management
Massachusetts
$946K +$945K +8,580 New
RCAG
757
Rehmann Capital Advisory Group
Michigan
$938K -$27.9K -253 -3%
Johnson Investment Counsel
758
Johnson Investment Counsel
Ohio
$937K -$44.8K -407 -5%
TFA
759
Transamerica Financial Advisors
Florida
$936K -$34.4K -312 -4%
FH
760
Financial Harvest
Florida
$927K -$92.3K -838 -9%
GS
761
GWN Securities
Florida
$927K +$5.07K +46 +0.6%
HP
762
Holistic Planning
Texas
$920K +$919K +8,345 New
BIG
763
Bush Investment Group
Georgia
$910K +$4.74K +43 +0.5%
Perigon Wealth Management
764
Perigon Wealth Management
California
$908K +$38.3K +348 +4%
AIA
765
AssuredPartners Investment Advisors
Florida
$905K +$453K +4,116 +101%
HBK Sorce Advisory
766
HBK Sorce Advisory
Pennsylvania
$902K +$10.5K +95 +1%
Hills Bank & Trust
767
Hills Bank & Trust
Iowa
$900K -$7.38K -67 -0.8%
VT
768
Volterra Technologies
New York
$899K +$493K +4,478 +122%
Nicholas Hoffman & Company
769
Nicholas Hoffman & Company
Georgia
$896K +$330 +3 +0%
KP
770
Keel Point
Alabama
$894K -$35.3K -320 -4%
JWM
771
Jacksonville Wealth Management
Florida
$893K – – –
SouthState Corp
772
SouthState Corp
Florida
$888K -$32.3K -293 -4%
RTC
773
Real Talk Capital
Tennessee
$886K -$4.19K -38 -0.5%
RPC
774
Rossmore Private Capital
Connecticut
$882K – – –
TCM
775
Tran Capital Management
California
$882K – – –