We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
651
Integrated Wealth Management (Palm Desert)
California
$98K
SWA
652
Sutton Wealth Advisors
Florida
$95.7K +$272 +11 +0.3%
NYLT
653
New York Life Trust
New York
$94K -$12.4K -503 -12%
SIG
654
Schooner Investment Group
Pennsylvania
$91K
RCM
655
Riverhead Capital Management
Delaware
$87K -$37.4M -1,511,670 -99%
SAMC
656
Shinko Asset Management Company
Japan
$86K -$5.39K -218 -6%
QAM
657
QCI Asset Management
New York
$86K +$69.4K +2,804 +555%
SSB
658
Sandy Spring Bank
Maryland
$82K -$4.67K -189 -6%
RWA
659
Ropes Wealth Advisors
Massachusetts
$76K -$96.8K -3,912 -57%
CFA
660
Carroll Financial Associates
North Carolina
$75K -$5.05K -204 -7%
APSP
661
Asset Planning Services (Pennsylvania)
Pennsylvania
$75K -$1.73K -70 -2%
DBT
662
Dubuque Bank & Trust
Iowa
$69K +$23.3K +940 +55%
BIG
663
Bellwether Investment Group
Tennessee
$69K +$65.9K +2,664 New
KLI
664
Kelman-Lazarov Inc
Tennessee
$67.5K
WC
665
Whitnell & Co
Illinois
$67K
VCM
666
Versant Capital Management
Arizona
$66K +$5.76K +233 +10%
WA
667
WFG Advisors
Texas
$63K +$569 +23 +1%
PFG
668
Piershale Financial Group
Illinois
$62K +$124 +5 +0.2%
MPWT
669
MassMutual Private Wealth & Trust
Connecticut
$61.9K
WTC
670
WhitTier Trust Company
Nevada
$61K
DAM
671
Delta Asset Management
Tennessee
$59K
QCG
672
Quadrant Capital Group
Ohio
$59K +$3.93K +159 +6%
S
673
SignatureFD
Georgia
$58K -$19.3K -781 -26%
MRCM
674
M&R Capital Management
New Jersey
$56K +$54K +2,184 New
AWM
675
Avior Wealth Management
Nebraska
$55K