We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HBW
1126
Hazlett, Burt & Watson
West Virginia
$2K – – –
CJ
1127
Caitlin John
Michigan
$1.97K -$21.9K -147 -92%
PCWA
1128
Pacific Capital Wealth Advisors
California
$1.84K – – –
RWPA
1129
Richard W. Paul & Associates
Michigan
$1.68K – – –
NCM
1130
Northwest Capital Management
Oregon
$1.53K – – –
PIS
1131
POM Investment Strategies
North Carolina
$1.53K – – –
DF
1132
Dunhill Financial
United Kingdom
$1.45K +$149 +1 +13%
CPG
1133
Cornerstone Planning Group
New Jersey
$1.25K +$299 +2 +29%
BL
1134
BFSG LLC
California
$1.23K – – –
DPW
1135
DiNuzzo Private Wealth
Pennsylvania
$1.23K – – –
CWP
1136
Concord Wealth Partners
Virginia
$1.07K – – –
PCM
1137
Penserra Capital Management
California
$1K -$84.3K -565 -98%
TFA
1138
Transamerica Financial Advisors
Florida
$1K – – –
CSWM
1139
Cassady Schiller Wealth Management
Ohio
$919 +$896 +6 New
TWD
1140
True Wealth Design
Ohio
$766 +$299 +2 +67%
HWP
1141
Highline Wealth Partners
California
$612 – – –
WA
1142
WestEnd Advisors
North Carolina
$153 -$149 -1 -50%
TWP
1143
TFO Wealth Partners
Ohio
$153 – – –
NL
1144
NVWM LLC
Pennsylvania
$153 +$149 +1 New
IPW
1145
Impact Partnership Wealth
Georgia
$37 -$585K -3,916 Closed
DWM
1146
Dogwood Wealth Management
Kansas
$2 – – –
SC
1147
Samlyn Capital
New York
– -$52.8M -370,214 Closed
WMSA
1148
Weiss Multi-Strategy Advisers
New York
– -$49.7M -348,764 Closed
MGCM
1149
Mane Global Capital Management
New York
– -$34.6M -242,407 Closed
SAM
1150
Scopus Asset Management
New York
– -$18.5M -130,000 Closed