We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1351
Prestige Wealth Management Group
New Jersey
$577K +$347K +1,076 +141%
TAM
1352
Titleist Asset Management
Texas
$577K +$13.6K +42 +2%
IA
1353
IFP Advisors
Florida
$576K +$94.6K +293 +19%
SCG
1354
Sonata Capital Group
Washington
$575K
TA
1355
TrueWealth Advisors
Alabama
$572K -$15.5K -48 -3%
OCG
1356
Opus Capital Group
Ohio
$572K -$74.6K -231 -11%
PCA
1357
Pallas Capital Advisors
Massachusetts
$569K +$231K +715 +64%
MYIA
1358
Mount Yale Investment Advisors
Colorado
$566K -$1.08M -3,332 -65%
CB
1359
Community Bank
New York
$566K -$19.4K -60 -3%
EWP
1360
Elevation Wealth Partners
California
$565K
PRC
1361
Pearl River Capital
Michigan
$565K +$582K +1,802 New
MIS
1362
Morningstar Investment Services
Illinois
$565K +$47.1K +146 +9%
AO
1363
Advisor OS
Illinois
$559K +$57.5K +178 +11%
TW
1364
Transform Wealth
Colorado
$558K -$36.5K -113 -6%
FFN
1365
Focus Financial Network
Minnesota
$557K +$110K +341 +24%
SQA
1366
Simon Quick Advisors
New Jersey
$552K +$133K +413 +31%
CC
1367
Courier Capital
New York
$551K
CAM
1368
Columbia Asset Management
Michigan
$550K +$2.26K +7 +0.4%
WG
1369
Winton Group
United Kingdom
$550K -$2.18M -6,741 -79%
KP
1370
Keel Point
Alabama
$549K +$11K +34 +2%
BPC
1371
Banque Pictet & Cie
Switzerland
$549K -$6.7M -20,750 -92%
SFP
1372
Shepherd Financial Partners
Massachusetts
$548K +$323 +1 +0.1%
CIM
1373
Contravisory Investment Management
Massachusetts
$547K -$56.8K -176 -9%
SIM
1374
Sentry Investment Management
Wisconsin
$544K -$115K -355 -17%
CRI
1375
Colonial River Investments
Virginia
$544K +$1.94K +6 +0.3%