We are live on ! Find out more
CME icon

CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
SW
1251
SteelPeak Wealth
California
$309K +$51.1K +188 +20%
PW
1252
PUREfi Wealth
Massachusetts
$308K +$87.6K +322 +41%
RSWM
1253
Robertson Stephens Wealth Management
California
$307K +$6.25K +23 +2%
PWPS
1254
Pinnacle Wealth Planning Services
Ohio
$306K +$302K +1,109 New
SC
1255
Solstein Capital
California
$305K +$78K +287 +35%
UFF
1256
USA Financial Formulas
Michigan
$303K +$63.1K +232 +27%
PWMG
1257
Prestige Wealth Management Group
New Jersey
$302K -$41.9K -154 -12%
TPW
1258
Talon Private Wealth
Florida
$302K +$10.6K +39 +4%
EC
1259
EntryPoint Capital
New York
$298K +$294K +1,082 New
IA
1260
IFG Advisory
Georgia
$298K +$1.36K +5 +0.5%
KWM
1261
Kingsman Wealth Management
Florida
$298K +$294K +1,080 New
SI
1262
Seeds Investor
New York
$297K -$10.9K -40 -4%
SWA
1263
Stratos Wealth Advisors
Ohio
$296K +$292K +1,074 New
TAM
1264
Titleist Asset Management
Texas
$295K +$272 +1 +0.1%
Hudson Bay Capital Management
1265
Hudson Bay Capital Management
Connecticut
$295K +$5.44K +20 +2%
BSHC
1266
Breed's Hill Capital
Massachusetts
$293K
MSE
1267
MUFG Securities EMEA
United Kingdom
$293K +$289K +1,062 New
CFC
1268
Coyle Financial Counsel
Illinois
$292K +$544 +2 +0.2%
KAM
1269
Knightsbridge Asset Management
California
$290K +$47.6K +175 +20%
TBNY
1270
Trustco Bank (New York)
New York
$289K -$22.6K -83 -7%
JIC
1271
Johnson Investment Counsel
Ohio
$289K +$285K +1,048 New
HPC
1272
HM Payson & Co
Maine
$287K -$2.72K -10 -1%
OFS
1273
OneAscent Financial Services
Alabama
$286K -$18.5K -68 -6%
TCOTS
1274
Trust Company of the South
North Carolina
$285K -$5.17K -19 -2%
ANTB
1275
AMG National Trust Bank
Colorado
$284K +$17.4K +64 +7%