We are live on ! Find out more
GEN icon

Gen Digital

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
651
Tortoise Investment Management
New York
$908 -$90 -3 -9%
TCB
652
Texas Capital Bancshares
Texas
$908 +$957 +32 New
EPIM
653
Evelyn Partners Investment Management
$852 – – –
PWA
654
Physician Wealth Advisors
Utah
$852 – – –
NL
655
NVWM LLC
Pennsylvania
$823 – – –
AWM
656
Activest Wealth Management
Florida
$710 +$299 +10 +67%
GA
657
Guerra Advisors
Florida
$710 +$748 +25 New
TPBG
658
Turning Point Benefit Group
Maryland
$703 +$748 +25 New
LCM
659
Logan Capital Management
Pennsylvania
$625 – – –
PWMG
660
Prestige Wealth Management Group
New Jersey
$597 – – –
PWA
661
Principia Wealth Advisory
Texas
$568 +$269 +9 +82%
QWM
662
Quaker Wealth Management
New Jersey
$540 – – –
KG
663
Kilter Group
New York
$540 +$120 +4 +27%
BHWM
664
Beaird Harris Wealth Management
Texas
$483 -$538 -18 -51%
SA
665
Seneschal Advisors
Washington
$483 +$508 +17 New
HFS
666
Hughes Financial Services
Virginia
$448 +$508 +17 New
WW
667
Winnow Wealth
Texas
$406 +$419 +14 New
WBC
668
West Branch Capital
Massachusetts
$398 – – –
PAM
669
Palisade Asset Management
Minnesota
$398 +$419 +14 New
ACA
670
American Capital Advisory
Idaho
$313 -$120 -4 -27%
WA
671
WestEnd Advisors
North Carolina
$284 -$179 -6 -38%
PWAM
672
Private Wealth Asset Management
Iowa
$227 – – –
SC
673
SouthState Corp
Florida
$142 -$2.45K -82 -94%
PWMG
674
Private Wealth Management Group
New Jersey
$86 – – –
TFM
675
TFC Financial Management
Massachusetts
$86 – – –