We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1001
Prospera Financial Services
Texas
$397K +$66.4K +255 +22%
BAM
1002
Belpointe Asset Management
Nevada
$396K -$456K -1,750 -55%
IAIM
1003
International Assets Investment Management
Florida
$391K -$20.1K -77 -5%
BCM
1004
Brookstone Capital Management
Illinois
$386K -$1.52M -5,831 -81%
PTC
1005
Petrus Trust Company
Texas
$384K +$51.6K +198 +17%
TSWM
1006
Triangle Securities Wealth Management
North Carolina
$383K +$7.81K +30 +2%
ICG
1007
InterOcean Capital Group
Tennessee
$383K +$19.8K +76 +6%
MPCG
1008
Matrix Private Capital Group
New York
$382K
FMLI
1009
Fukoku Mutual Life Insurance
Japan
$382K
ZB
1010
Zions Bancorporation
Utah
$379K -$521 -2 -0.1%
AWM
1011
Angeles Wealth Management
California
$376K +$40.4K +155 +13%
FFA
1012
First Foundation Advisors
California
$372K +$53.1K +204 +18%
AAS
1013
Ameritas Advisory Services
Nebraska
$371K -$71.1K -273 -17%
SC
1014
Sierra Capital
Florida
$369K
HWA
1015
Heritage Wealth Advisors
Virginia
$368K
CW
1016
CreativeOne Wealth
Kansas
$368K -$1.04K -4 -0.3%
CT
1017
Chicago Trust
Illinois
$368K -$50K -192 -13%
AG
1018
Ascent Group
Virginia
$363K +$1.56K +6 +0.5%
PI
1019
Pettee Investors
Connecticut
$360K
MCM
1020
Monument Capital Management
Virginia
$359K +$334K +1,281 New
PWW
1021
Pettyjohn Wood & White
Virginia
$359K
BSA
1022
Bull Street Advisors
Georgia
$359K
ST
1023
Spinnaker Trust
Maine
$358K
CPC
1024
Congress Park Capital
New York
$358K +$332K +1,275 New
TFF
1025
The Family Firm
Maryland
$357K +$1.56K +6 +0.5%