We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IPAM
2051
Investment Partners Asset Management
New Jersey
$1.02M +$148 +2 +0%
EFSCE
2052
Enterprise Financial Services Corp (EFSC)
Missouri
$1.02M -$14.3K -193 -1%
BIM
2053
Baldwin Investment Management
Pennsylvania
$1.01M -$7.42K -100 -0.8%
VNA
2054
Valley National Advisers
Pennsylvania
$1.01M -$23.6K -318 -2%
HCP
2055
Hexagon Capital Partners
Arkansas
$1.01M -$11K -148 -1%
RCI
2056
RS Crum Inc
California
$1.01M – – –
PWM
2057
Paulson Wealth Management
Illinois
$1.01M -$27.9K -376 -3%
IP
2058
Ignite Planners
California
$1.01M +$62.5K +842 +7%
JWWM
2059
Johnson & White Wealth Management
Pennsylvania
$1.01M -$9.2K -124 -0.9%
WCM
2060
Whitener Capital Management
North Carolina
$1.01M +$10.6K +143 +1%
TWP
2061
Triad Wealth Partners
Kansas
$1.01M +$237K +3,200 +32%
BOPW
2062
Brandywine Oak Private Wealth
Pennsylvania
$1.01M +$19.1K +257 +2%
GSIAS
2063
Garden State Investment Advisory Services
New Jersey
$1.01M +$54.5K +735 +6%
MCA
2064
Martin Capital Advisors
Texas
$1M – – –
CWM
2065
Centric Wealth Management
Illinois
$1M +$268K +3,614 +41%
CSI
2066
Cross Staff Investments
New York
$998K +$297 +4 +0%
CWP
2067
Core Wealth Partners
California
$996K -$2.97K -40 -0.3%
MFS
2068
Mattson Financial Services
Michigan
$995K +$959K +12,921 New
KCM
2069
KRS Capital Management
Michigan
$994K +$7.72K +104 +0.8%
Eagle Global Advisors
2070
Eagle Global Advisors
Texas
$994K – – –
AT
2071
Adelphi Trust
Florida
$993K +$957K +12,892 New
SHGA
2072
Sand Hill Global Advisors
California
$987K +$108K +1,461 +13%
BWA
2073
Beam Wealth Advisors
Louisiana
$984K -$18.3K -247 -2%
PCM
2074
Pointe Capital Management
Michigan
$980K -$76.6K -1,033 -8%
SBI Okasan Asset Management
2075
SBI Okasan Asset Management
Japan
$979K +$934K +12,591 New