We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
1476
Nauset Wealth Management
Connecticut
$11M +$108K +700 +1%
FFA
1477
Fairfield Financial Advisors
Massachusetts
$11M +$10.4M +67,240 New
PRA
1478
Pine Ridge Advisers
New York
$10.9M
LWM
1479
Laidlaw Wealth Management
New York
$10.9M -$334K -2,160 -3%
RG
1480
Renaissance Group
Kentucky
$10.9M +$111K +720 +1%
AWE
1481
Avidian Wealth Enterprises
Texas
$10.9M +$569K +3,680 +6%
MBTD
1482
Mechanics Bank - Trust Department
California
$10.9M +$164K +1,060 +2%
UF
1483
Univest Financial
Pennsylvania
$10.9M +$606K +3,920 +6%
S
1484
Seeyond
France
$10.8M -$2.53M -16,360 -20%
PCM
1485
Portolan Capital Management
Massachusetts
$10.8M -$7.04M -45,560 -41%
CFD
1486
Creative Financial Designs
Indiana
$10.8M +$587K +3,800 +6%
JGC
1487
J. Goldman & Co
New York
$10.8M +$10.3M +66,440 New
VCP
1488
Verus Capital Partners
Arizona
$10.8M +$14M +90,700 New
CCM
1489
Condor Capital Management
New Jersey
$10.8M +$423K +2,740 +4%
PA
1490
Perennial Advisors
New York
$10.8M +$890K +5,760 +10%
CAM
1491
Centre Asset Management
New York
$10.8M +$2.32M +15,000 +29%
HCM
1492
Hollencrest Capital Management
California
$10.8M +$145K +940 +1%
CCM
1493
Cohen Capital Management
California
$10.7M +$1.5M +9,680 +17%
BU
1494
Brown University
Rhode Island
$10.7M +$10.2M +65,800 New
JF
1495
Jump Financial
Illinois
$10.7M +$2.25M +14,540 +28%
SCP
1496
Silverleafe Capital Partners
Tennessee
$10.7M -$77.1M -498,820 -88%
WDA
1497
Wendell David Associates
New Hampshire
$10.7M -$55.6K -360 -0.5%
HWM
1498
HFR Wealth Management
New York
$10.7M -$12.4K -80 -0.1%
HSA
1499
HBK Sorce Advisory
Pennsylvania
$10.7M -$1.93M -12,500 -16%
BOH
1500
Bank of Hawaii
Hawaii
$10.7M -$346K -2,240 -3%