We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ZAM
1601
Zevin Asset Management
Massachusetts
$1.1M
CG
1602
Curat Global
New Hampshire
$1.1M -$879K -2,770 -45%
ST
1603
Smithfield Trust
Pennsylvania
$1.1M
FFWA
1604
FRG Family Wealth Advisors
Washington
$1.1M -$53.9K -170 -5%
BAM
1605
Brave Asset Management
New Jersey
$1.09M -$58.4K -184 -5%
LAM
1606
Lummis Asset Management
Texas
$1.09M
GFPC
1607
Global Financial Private Client
Florida
$1.09M +$445K +1,404 +73%
FCCM
1608
First City Capital Management
Georgia
$1.09M -$23.8K -75 -2%
PPW
1609
Pasadena Private Wealth
California
$1.09M
MFS
1610
Mattson Financial Services
Michigan
$1.09M -$317 -1 -0%
RWM
1611
Rialto Wealth Management
New York
$1.08M +$108K +340 +11%
AIM
1612
Advyzon Investment Management
Illinois
$1.08M +$665K +2,097 +174%
PIA
1613
Perennial Investment Advisors
California
$1.08M +$63.1K +199 +6%
CF
1614
Centaurus Financial
California
$1.08M +$527K +1,662 +102%
PP
1615
PDS Planning
Ohio
$1.08M +$138K +435 +15%
CAM
1616
Cidel Asset Management
Ontario, Canada
$1.08M -$29.5K -93 -3%
FSA
1617
Franklin Street Advisors
North Carolina
$1.07M +$34.9K +110 +3%
TWM
1618
Thrive Wealth Management
Pennsylvania
$1.07M +$8.88K +28 +0.9%
CG
1619
Corundum Group
Colorado
$1.07M -$78.4K -247 -7%
CTA
1620
Colonial Trust Advisors
South Carolina
$1.07M
SWM
1621
Sculati Wealth Management
Michigan
$1.07M +$12.1K +38 +1%
FCM
1622
Fourpath Capital Management
Oklahoma
$1.07M -$161K -508 -13%
PWP
1623
Phillips Wealth Planners
Mississippi
$1.07M -$94.5K -298 -9%
CA
1624
Continuum Advisory
Idaho
$1.07M -$76.1K -240 -7%
FPW
1625
Fairvoy Private Wealth
Alabama
$1.06M -$6.66K -21 -0.6%