We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
QPBE
1651
Quintet Private Bank (Europe)
Luxembourg
$627K -$70K -44 -12%
AFT
1652
Alpha Family Trust
California
$627K – – –
BWM
1653
BankPlus Wealth Management
Mississippi
$627K +$43K +27 +9%
HCM
1654
Howland Capital Management
Massachusetts
$619K -$78K -49 -14%
FPL
1655
Fortress Private Ledger
North Carolina
$619K +$39.8K +25 +9%
SW
1656
StrongBox Wealth
Missouri
$619K +$50.9K +32 +11%
WPWM
1657
Western Pacific Wealth Management
Illinois
$617K +$119K +75 +32%
KFGK
1658
Keystone Financial Group (Kentucky)
Kentucky
$616K -$108K -68 -18%
AA
1659
Armis Advisers
Georgia
$611K +$204K +128 +62%
RWA
1660
Redhawk Wealth Advisors
Minnesota
$607K -$46.2K -29 -9%
CFAM
1661
Center For Asset Management
Florida
$607K +$6.37K +4 +1%
BC
1662
Brio Consultants
California
$607K +$86K +54 +22%
S
1663
Sunpointe
Missouri
$605K – – –
PCMNC
1664
Piedmont Capital Management (North Carolina)
North Carolina
$599K +$12.7K +8 +3%
IRC
1665
Investors Research Corp
Georgia
$597K -$159K -100 -25%
MW
1666
MBL Wealth
North Carolina
$597K -$39.8K -25 -8%
BCFD
1667
Boit C.F. David
$597K – – –
CWIG
1668
Chung Wu Investment Group
Texas
$597K +$478K +300 New
IA
1669
IFG Advisory
Georgia
$596K +$478K +300 New
CCWM
1670
Cassaday & Co Wealth Management
Virginia
$595K +$28.7K +18 +6%
BI
1671
Ballast Inc
Kentucky
$593K +$474K +298 New
EGA
1672
E&G Advisors
Texas
$591K +$7.96K +5 +2%
AAS
1673
AdviceOne Advisory Services
Connecticut
$591K +$12.7K +8 +3%
GIA
1674
Gateway Investment Advisers
Ohio
$589K -$283K -178 -38%
CT
1675
Chicago Trust
Illinois
$589K -$1.59K -1 -0.3%