We are live on ! Find out more
F icon

Ford
F

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
801
Quadrant Private Wealth Management
Pennsylvania
$322K -$15.3K -1,332 -5%
MLFP
802
MPS Loria Financial Planners
Illinois
$322K -$16.9K -1,465 -5%
RMC
803
Ring Mountain Capital
California
$321K -$35.8K -3,110 -10%
LCC
804
Lincoln Capital Corp
Rhode Island
$321K +$43K +3,733 +16%
CB
805
Cadence Bank
Mississippi
$321K +$26.5K +2,300 +9%
BCP
806
Blackhawk Capital Partners
Wisconsin
$319K +$1.71K +148 +0.6%
SW
807
SVB Wealth
Massachusetts
$316K +$2.17K +188 +0.7%
DMBA
808
Deseret Mutual Benefit Administrators
Utah
$315K +$31.7K +2,754 +12%
FHC
809
First Heartland Consultants
Missouri
$314K +$10K +870 +3%
RWMG
810
Redwood Wealth Management Group
New Jersey
$314K -$119K -10,347 -28%
APG
811
Abacus Planning Group
South Carolina
$312K -$2.83K -246 -0.9%
AAS
812
Annex Advisory Services
Wisconsin
$311K +$334 +29 +0.1%
BLC
813
Brown, Lisle/Cummings
Rhode Island
$310K +$5.76K +500 +2%
EWM
814
Empirical Wealth Management
Washington
$310K +$64.4K +5,590 +27%
LPAM
815
Lodestar Private Asset Management
California
$309K -$19.5K -1,695 -6%
PWPS
816
Pinnacle Wealth Planning Services
Ohio
$309K +$30K +2,606 +11%
WPIC
817
White Pine Investment Company
Michigan
$309K – – –
PFA
818
Pure Financial Advisors
California
$309K +$2.88K +250 +1%
GWM
819
Greenhouse Wealth Management
Connecticut
$309K -$9.93K -862 -3%
WAM
820
Wernau Asset Management
Massachusetts
$307K -$3.02K -262 -1%
VA
821
VestGen Advisors
Illinois
$304K +$54.6K +4,738 +23%
SWM
822
Stockman Wealth Management
Montana
$303K +$2.31K +200 +0.8%
CWP
823
Curated Wealth Partners
California
$302K – – –
LS
824
Livforsakringsbolaget Skandia
Sweden
$301K – – –
ANTB
825
AMG National Trust Bank
Colorado
$300K – – –
31 32
33
34 35