We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
651
Parsons Capital Management
Rhode Island
$256K
MCM
652
Manchester Capital Management
Vermont
$256K
CI
653
Cigna Investments
Connecticut
$255K -$5.87K -40 -2%
BFM
654
Boothbay Fund Management
New York
$254K -$413K -2,810 -63%
BTI
655
Blue Trust Inc
Georgia
$253K +$23K +157 +9%
SAM
656
Seelaus Asset Management
New Jersey
$252K +$250K +1,702 New
9WM
657
9258 Wealth Management
Ohio
$251K -$1.17K -8 -0.5%
RCM
658
Raleigh Capital Management
North Carolina
$251K +$17.3K +118 +8%
MHIC
659
Marble Harbor Investment Counsel
Massachusetts
$243K
CF
660
Copperwynd Financial
Arizona
$240K +$232K +1,582 New
WPC
661
Wedmont Private Capital
Pennsylvania
$240K +$13.7K +93 +6%
BAM
662
Belpointe Asset Management
Nevada
$240K +$59.3K +404 +34%
OFG
663
Oxford Financial Group
Indiana
$239K
BBNA
664
Bremer Bank National Association
Minnesota
$236K
PCS
665
Personal CFO Solutions
New Jersey
$234K +$226K +1,540 New
APG
666
Abacus Planning Group
South Carolina
$231K
AWA
667
Arkadios Wealth Advisors
Georgia
$231K +$294 +2 +0.1%
BFPW
668
BOK Financial Private Wealth
Colorado
$228K
PCM
669
Prelude Capital Management
New York
$227K +$219K +1,493 New
PA
670
Profund Advisors
Maryland
$227K -$9.98K -68 -4%
MFA
671
Mayflower Financial Advisors
Massachusetts
$222K +$215K +1,464 New
BL
672
Balentine LLC
Georgia
$222K -$5.58K -38 -3%
BIM
673
Baldwin Investment Management
Pennsylvania
$220K +$213K +1,450 New
CT
674
Cambridge Trust
Massachusetts
$218K
BJL
675
Brighton Jones LLC
Washington
$218K +$210K +1,432 New