We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1626
Dakota Wealth Management
Florida
$339K -$1.76M -8,315 -83%
CSPAM
1627
Cary Street Partners Asset Management
Virginia
$339K -$5.28K -25 -1%
GAG
1628
GM Advisory Group
New York
$338K -$38K -180 -10%
WAM
1629
WNY Asset Management
New York
$338K -$4.65K -22 -1%
WJWM
1630
Williams Jones Wealth Management
New York
$338K -$4.44K -21 -1%
LCM
1631
LCM Capital Management
Illinois
$338K -$2.11K -10 -0.6%
FA
1632
Faithward Advisors
Pennsylvania
$337K -$381K -1,804 -52%
OPCM
1633
Osborne Partners Capital Management
California
$337K +$41.8K +198 +13%
BWM
1634
BCS Wealth Management
Tennessee
$337K +$353K +1,672 New
KWS
1635
Keystone Wealth Services
California
$336K +$353K +1,670 New
BWM
1636
Benchmark Wealth Management
Connecticut
$335K
CW
1637
Cook Wealth
North Carolina
$335K +$343K +1,624 New
Bank Julius Baer & Co
1638
Bank Julius Baer & Co
Switzerland
$334K -$2.55M -12,056 -88%
YWP
1639
YorkBridge Wealth Partners
New York
$333K
TFA
1640
Teamwork Financial Advisors
Texas
$333K +$60K +284 +21%
AFG
1641
Albion Financial Group
Utah
$331K +$317K +1,502 +1,058%
OAM
1642
Oak Asset Management
California
$330K -$21.1K -100 -6%
PCTC
1643
Perkins Coie Trust Company
Washington
$330K -$4.86K -23 -1%
EA
1644
Echo45 Advisors
California
$330K +$346K +1,640 New
MC
1645
Miramar Capital
Illinois
$329K -$88.1K -417 -20%
SFO
1646
Stokes Family Office
Louisiana
$329K -$69.3K -328 -17%
WMP
1647
Wealth Management Partners
Arizona
$328K +$68.2K +323 +19%
MCM
1648
Morton Capital Management
California
$328K +$344K +1,627 New
RWP
1649
RWA Wealth Partners
Massachusetts
$327K -$3.17K -15 -0.9%
LF
1650
Lantz Financial
Illinois
$327K