We are live on ! Find out more
CME icon

CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1576
JPL Wealth Management
Colorado
$67.7K +$68K +229 New
1CP
1577
1015 Capital Partners
Pennsylvania
$67.3K -$8.91K -30 -12%
PGAM
1578
Princeton Global Asset Management
New Jersey
$67K +$297 +1 +0.4%
BC
1579
Barrett & Company
Rhode Island
$66.5K – – –
BIA
1580
Bell Investment Advisors
California
$66.5K +$1.19K +4 +2%
HNB
1581
Hilltop National Bank
Wyoming
$66.2K +$25.5K +86 +62%
RMC
1582
Resources Management Corp
Connecticut
$66K – – –
HWA
1583
Heritage Wealth Advisors
Virginia
$64.1K +$64.5K +217 New
WIM
1584
Westside Investment Management
California
$60.9K – – –
CA
1585
Crewe Advisors
Utah
$60.3K +$7.13K +24 +13%
AFC
1586
Ares Financial Consulting
California
$60K +$38.6K +130 +181%
CTB
1587
Country Trust Bank
Illinois
$59.1K – – –
GCM
1588
Gables Capital Management
Florida
$59.1K – – –
SN
1589
Sittner & Nelson
Oregon
$59.1K – – –
CPG
1590
Cornerstone Planning Group
New Jersey
$58.9K +$9.21K +31 +18%
SL
1591
Salomon & Ludwin
Virginia
$58.6K – – –
EPIME
1592
Evelyn Partners Investment Management (Europe)
$57.6K – – –
WETS
1593
Wealth Enhancement Trust Services
South Dakota
$56.1K -$7.72K -26 -12%
AF
1594
Alerus Financial
North Dakota
$56.1K -$1.78K -6 -3%
1M
1595
1248 Management
Missouri
$53.2K – – –
DWM
1596
Dogwood Wealth Management
Kansas
$52.3K +$4.46K +15 +9%
CMP
1597
Coston McIsaac & Partners
Maine
$52K – – –
DAM
1598
Delta Asset Management
Tennessee
$51.7K – – –
PWA
1599
Physician Wealth Advisors
Utah
$51.4K +$2.38K +8 +5%
OCM
1600
Osbon Capital Management
Massachusetts
$49.4K – – –
62 63
64
65 66