We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
601
Pinnacle Wealth Management Advisory Group
New Jersey
$370K -$3.22K -24 -0.9%
CWM
602
Confluence Wealth Management
Oregon
$369K +$372K +2,771 New
CA
603
Cambridge Advisors
Nebraska
$367K
IWM
604
IHT Wealth Management
Illinois
$365K -$65.9K -491 -15%
HIC
605
Holderness Investments Company
North Carolina
$357K -$12.8K -95 -3%
FT
606
Fiduciary Trust
Massachusetts
$356K
DAM
607
Diamant Asset Management
Connecticut
$353K
FDCDDQ
608
Federation des caisses Desjardins du Quebec
Quebec, Canada
$350K +$32.2K +240 +10%
SBSB
609
Sullivan, Bruyette, Speros & Blaney
Virginia
$349K -$19.2K -143 -5%
ZIC
610
ZWJ Investment Counsel
Georgia
$349K +$157K +1,170 +81%
CIBC Private Wealth Group
611
CIBC Private Wealth Group
Georgia
$344K +$134 +1 +0%
SCP
612
Syntal Capital Partners
Texas
$342K +$18.1K +135 +6%
WA
613
WBH Advisory
Maryland
$340K -$8.06K -60 -2%
APA
614
American Portfolios Advisors
New York
$337K -$18.4K -137 -5%
BAM
615
Berkshire Asset Management
Pennsylvania
$337K -$124K -922 -27%
GCMG
616
Gyroscope Capital Management Group
Florida
$335K -$11.3K -84 -3%
FWM
617
Frontier Wealth Management
Missouri
$334K -$14.8K -110 -4%
Federated Hermes
618
Federated Hermes
Pennsylvania
$332K -$115K -854 -26%
Jones Financial Companies
619
Jones Financial Companies
Missouri
$329K -$63.5K -473 -16%
BFC
620
Bedel Financial Consulting
Indiana
$329K
SWM
621
SeaCrest Wealth Management
New York
$329K +$7.12K +53 +2%
LFAS
622
Level Four Advisory Services
Texas
$327K +$15.7K +117 +5%
TW
623
Transform Wealth
Colorado
$326K -$151K -1,125 -31%
GEM
624
Global Endowment Management
North Carolina
$326K
GWM
625
GSB Wealth Management
Connecticut
$323K