We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
726
Waldron Private Wealth
Pennsylvania
$739K +$8.66K +37 +1%
PCS
727
Personal CFO Solutions
New Jersey
$739K +$15K +64 +2%
MFG
728
MidWestOne Financial Group
Iowa
$738K -$175K -746 -19%
KCM
729
Kanawha Capital Management
Virginia
$735K +$1.17K +5 +0.2%
MP
730
McDonald Partners
Ohio
$735K +$718K +3,068 New
Walleye Capital
731
Walleye Capital
New York
$735K +$718K +3,068 New
GWM
732
Geneos Wealth Management
Colorado
$734K +$37K +158 +5%
TWI
733
Thomas White International
Illinois
$733K – – –
SWM
734
Spire Wealth Management
Virginia
$727K -$167K -714 -19%
ANRIA
735
American National Registered Investment Advisor
Texas
$725K -$19.2K -82 -3%
MMG
736
Monetary Management Group
Missouri
$724K – – –
Federated Hermes
737
Federated Hermes
Pennsylvania
$719K -$3.31M -14,141 -82%
IIC
738
Ironwood Investment Counsel
Arizona
$716K -$31.6K -135 -4%
EWA
739
EP Wealth Advisors
California
$711K +$110K +470 +19%
NW
740
NewEdge Wealth
Pennsylvania
$703K +$412K +1,760 +150%
RDWM
741
Red Door Wealth Management
Tennessee
$699K +$192K +818 +39%
SWA
742
Sutton Wealth Advisors
Florida
$698K +$3.04K +13 +0.4%
FCI
743
Financial Counselors Inc
Kansas
$695K -$89K -380 -12%
PCMI
744
Paradigm Capital Management Inc
New York
$695K – – –
SHWM
745
Silicon Hills Wealth Management
Texas
$693K -$339K -1,446 -33%
GFS
746
GYL Financial Synergies
Connecticut
$692K -$108K -460 -14%
DSC
747
Duncker Streett & Co
Missouri
$692K -$5.62K -24 -0.8%
VVP
748
Venture Visionary Partners
Ohio
$691K +$10.5K +45 +2%
FWTB
749
First Western Trust Bank
Colorado
$690K +$657K +2,807 New
TAM
750
Trillium Asset Management
Massachusetts
$687K -$148K -633 -18%