We are live on ! Find out more
CME icon

CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1076
Potomac Fund Management
Florida
$555K +$695K +2,514 New
SWM
1077
SHP Wealth Management
Massachusetts
$552K +$285K +1,029 +70%
SAM
1078
Sompo Asset Management
Japan
$552K +$74.7K +270 +12%
GWM
1079
GDS Wealth Management
Texas
$546K -$12.2K -44 -2%
TWM
1080
Trueblood Wealth Management
Ohio
$543K +$20.5K +74 +3%
EI
1081
Ellevest Inc
New York
$543K +$115K +417 +20%
LWAM
1082
Legacy Wealth Asset Management
Minnesota
$534K -$2.21K -8 -0.3%
VSQM
1083
V-Square Quantitative Management
Illinois
$534K -$97.4K -352 -13%
OL
1084
one8zero8 LLC
North Carolina
$533K – – –
CFP
1085
Catalyst Financial Partners
Massachusetts
$533K -$407K -1,473 -38%
PE
1086
PCM Encore
Colorado
$531K -$70.5K -255 -10%
LSA
1087
Leonteq Securities AG
Switzerland
$530K +$146K +527 +28%
CI
1088
Ceera Investments
Texas
$529K – – –
TC
1089
TownSquare Capital
Utah
$527K -$36.2K -131 -5%
IWM
1090
Iams Wealth Management
Nebraska
$524K +$656K +2,373 New
VAM
1091
Verity Asset Management
North Carolina
$520K +$41.8K +151 +7%
IC
1092
Inscription Capital
Texas
$520K +$70K +253 +12%
E
1093
Evansbrook
Illinois
$517K – – –
BIG
1094
Brookwood Investment Group
Arizona
$517K +$26K +94 +4%
IP
1095
Indivisible Partners
Florida
$515K +$227K +819 +54%
SACTSONJ
1096
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$513K -$32.6K -118 -5%
KWM
1097
KMT Wealth Management
California
$512K +$642K +2,321 New
EL
1098
Essex LLC
Illinois
$504K +$277 +1 +0%
PVI
1099
Pine Valley Investments
New Jersey
$504K +$7.75K +28 +1%
LAM
1100
L2 Asset Management
Massachusetts
$501K +$43.7K +158 +7%
42 43
44
45 46