We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
1301
King Wealth Management Group
Florida
$753K +$359K +1,644 +79%
OWA
1302
One Wealth Advisors
California
$752K -$265K -1,215 -25%
SAM
1303
Security Asset Management
New York
$750K
WPC
1304
Waters Parkerson & Co
Louisiana
$746K
AUB
1305
Atlantic Union Bankshares
Virginia
$743K -$14.2K -65 -2%
EWM
1306
Executive Wealth Management
Michigan
$741K -$386K -1,765 -33%
CPIG
1307
Chicago Partners Investment Group
Illinois
$741K +$67.1K +307 +11%
WA
1308
Wealth Alliance
New York
$740K +$798K +3,652 New
HVIA
1309
Hudson Valley Investment Advisors
New York
$737K -$220K -1,009 -22%
EF
1310
Empirical Finance
Pennsylvania
$737K +$269K +1,231 +51%
WWM
1311
Windsor Wealth Management
Indiana
$732K +$217K +994 +38%
SWP
1312
Strategic Wealth Partners
Ohio
$732K +$663K +3,036 New
FP
1313
Financial Perspectives
Minnesota
$728K +$11.4K +52 +1%
BBI
1314
Baxter Bros Inc
Connecticut
$727K -$27.3K -125 -3%
WAM
1315
Weatherly Asset Management
California
$727K +$41.9K +192 +6%
NAS
1316
Nicolet Advisory Services
Wisconsin
$723K +$137K +625 +21%
WPP
1317
Whalerock Point Partners
Rhode Island
$722K -$220K -1,005 -22%
ZCI
1318
Zevenbergen Capital Investments
Washington
$721K +$140K +640 +22%
HFG
1319
Heron Financial Group
New York
$718K
RIM
1320
Redwood Investment Management
Arizona
$717K -$224K -1,026 -22%
EAM
1321
Exane Asset Management
France
$715K
ST
1322
Smithfield Trust
Pennsylvania
$712K -$26.6K -122 -3%
MA
1323
Montag & Associates
Georgia
$711K
WIC
1324
Wilkins Investment Counsel
Massachusetts
$710K -$109K -500 -13%
FMLI
1325
Fukoku Mutual Life Insurance
Japan
$710K