We are live on ! Find out more
CDW icon

CDW
CDW

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
601
Endurance Wealth Management
Rhode Island
$101K – – –
JCM
602
Jacobi Capital Management
Pennsylvania
$99K – – –
SWM
603
Spire Wealth Management
Virginia
$98K -$760K -4,412 -89%
DMBA
604
Deseret Mutual Benefit Administrators
Utah
$98K +$96.6K +561 New
LWCFA
605
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$95K +$93.5K +543 New
FA
606
Fortis Advisors
Pennsylvania
$93K – – –
SOW
607
State of Wyoming
Wyoming
$93K +$9.99K +58 +12%
APP
608
Alpha Paradigm Partners
Illinois
$92K – – –
SQA
609
Simon Quick Advisors
New Jersey
$92K +$172 +1 +0.2%
BHWM
610
Bay Harbor Wealth Management
Maryland
$90K +$689 +4 +0.8%
LWM
611
Liberty Wealth Management
California
$89K +$2.41K +14 +3%
EAM
612
Exos Asset Management
New York
$86K +$84.4K +490 New
CFGS
613
Concourse Financial Group Securities
Alabama
$85K -$277K -1,608 -77%
GM
614
GeoWealth Management
Illinois
$80K +$79.1K +459 New
TAIM
615
TD Ameritrade Investment Management
Nebraska
$79K -$5.17K -30 -6%
PCM
616
Penserra Capital Management
California
$79K +$17.1K +99 +28%
AS
617
Altshuler Shaham
Israel
$79K +$70.8K +411 +956%
PMAS
618
PNC Managed Account Solutions
Texas
$77K +$75.5K +438 New
GFPC
619
Global Financial Private Client
Florida
$73.1K – – –
DWA
620
Dougherty Wealth Advisers
Minnesota
$72K – – –
SC
621
SouthState Corp
Florida
$65K – – –
AWM
622
AllSquare Wealth Management
New York
$62K -$1.55K -9 -2%
CWM
623
Cranbrook Wealth Management
Michigan
$61K -$2.93K -17 -5%
WLPWM
624
Walled Lake Planning & Wealth Management
Illinois
$58K +$172 +1 +0.3%
NIM
625
NuWave Investment Management
New Jersey
$58K +$57K +331 New
23 24
25
26 27