We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1601
Provenance Wealth Advisors
Florida
$69.7K
CB
1602
Community Bank
New York
$68.7K +$55.8K +71 New
SSG
1603
Summit Securities Group
New York
$68.7K +$55.8K +71 New
ANBT
1604
American National Bank & Trust
Texas
$67.8K -$139K -177 -72%
CTWM
1605
Cherry Tree Wealth Management
Minnesota
$66.8K
CFD
1606
Creative Financial Designs
Indiana
$66.1K +$1.57K +2 +3%
FDCP
1607
Foster Dykema Cabot & Partners
Massachusetts
$65.8K
PWMA
1608
Pension & Wealth Management Advisors
Massachusetts
$64.4K +$40.9K +52 +371%
JSAM
1609
J. Safra Asset Management
New York
$62.9K +$3.93K +5 +8%
MCM
1610
Manchester Capital Management
Vermont
$62.9K -$66.8K -85 -57%
JAM
1611
JCIC Asset Management
Ontario, Canada
$62.9K +$51.1K +65 New
MWPCG
1612
Measured Wealth Private Client Group
New Hampshire
$62.9K +$51.1K +65 New
RWA
1613
Redmont Wealth Advisors
Illinois
$62K
BI
1614
Binnacle Investments
Iowa
$62K +$23.6K +30 +88%
JFGIW
1615
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K
SC
1616
SouthState Corp
Florida
$60K -$3.14K -4 -6%
FA
1617
Financial Avengers
California
$58.1K
PP
1618
Pingora Partners
Wyoming
$58.1K
TCM
1619
Tradewinds Capital Management
Washington
$57.1K
SFFS
1620
Stonehage Fleming Financial Services
Jersey
$57.1K -$94.3K -120 -67%
EPIMS
1621
Evelyn Partners Investment Management Services
$57.1K
PFA
1622
Pathway Financial Advisers
Indiana
$56.3K +$47.2K +60 New
AGWCA
1623
Annis Gardner Whiting Capital Advisors
Florida
$56.1K -$7.08K -9 -13%
ACM
1624
Accent Capital Management
Ohio
$56.1K
AEPWM
1625
Atlantic Edge Private Wealth Management
Florida
$55.2K +$35.4K +45 +375%