We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
701
Prestige Wealth Management Group
New Jersey
$674K +$32.1K +38 +5%
AWM
702
AE Wealth Management
Kansas
$672K +$4.23K +5 +0.6%
AC
703
AlphaCore Capital
California
$671K +$237K +280 +53%
WCM
704
WealthBridge Capital Management
Ohio
$669K +$34.7K +41 +5%
FTWA
705
Fifth Third Wealth Advisors
Ohio
$667K +$73.6K +87 +12%
BNA
706
BankChampaign National Association
Illinois
$667K +$93.1K +110 +16%
CCWM
707
Cassaday & Co Wealth Management
Virginia
$664K – – –
KG
708
Kieckhefer Group
Wisconsin
$664K – – –
ST
709
Smithfield Trust
Pennsylvania
$663K +$1.69K +2 +0.3%
AFCM
710
Applied Finance Capital Management
Puerto Rico
$661K +$176K +208 +35%
GLA
711
Great Lakes Advisors
Illinois
$654K -$32.1K -38 -5%
CT
712
Colonial Trust
South Carolina
$654K -$59.2K -70 -8%
DC
713
Diametric Capital
Massachusetts
$649K +$243K +287 +58%
SF
714
Summit Financial
New Jersey
$647K +$409K +484 +164%
TDC
715
Thompson Davis & Co
Virginia
$643K +$21.1K +25 +3%
KWM
716
Kingsview Wealth Management
Oregon
$640K +$42.3K +50 +7%
WA
717
Wealth Alliance
New York
$640K +$652K +771 New
GSB
718
Greenfield Savings Bank
Massachusetts
$636K – – –
KCM
719
Kathmere Capital Management
Pennsylvania
$632K -$5.08K -6 -0.8%
M
720
MOTCO
Texas
$632K +$846 +1 +0.1%
JTWM
721
Jackson Thornton Wealth Management
Alabama
$627K +$2.54K +3 +0.4%
DIM
722
Delta Investment Management
California
$622K – – –
GA
723
Greenspring Advisors
Maryland
$615K -$846 -1 -0.1%
NFP
724
Narus Financial Partners
Utah
$615K -$48.2K -57 -7%
BFIM
725
Beese Fulmer Investment Management
Ohio
$614K +$48.2K +57 +8%