We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CPC
401
Cookson Peirce & Co
Pennsylvania
$620K -$45.7K -1,116 -7%
BHPW
402
Beverly Hills Private Wealth
California
$618K +$88.5K +2,163 +17%
IAA
403
Independent Advisor Alliance
North Carolina
$617K -$59.3K -1,450 -9%
MMG
404
Monetary Management Group
Missouri
$610K
AIM
405
Alhambra Investment Management
Florida
$607K +$55.9K +1,366 +10%
CCM
406
Canal Capital Management
Virginia
$601K +$5.4K +132 +0.9%
CWP
407
Cyndeo Wealth Partners
Florida
$600K -$3.35K -82 -0.6%
CD
408
Chapin Davis
Maryland
$593K -$3.81K -93 -0.6%
CC
409
Centiva Capital
New York
$592K -$369K -9,008 -38%
GLA
410
Good Life Advisors
Pennsylvania
$592K +$281K +6,864 +90%
GM
411
GeoWealth Management
Illinois
$583K +$93.5K +2,285 +19%
GC
412
Guggenheim Capital
Illinois
$579K -$398K -9,718 -41%
VCS
413
Vaughan & Co Securities
New Jersey
$571K -$2.25K -55 -0.4%
JIC
414
Johnson Investment Counsel
Ohio
$570K +$107K +2,614 +23%
AC
415
AlphaCore Capital
California
$563K -$19K -465 -3%
Macquarie Group
416
Macquarie Group
Australia
$561K -$18.6M -454,251 -97%
GWMR
417
GC Wealth Management RIA
Massachusetts
$558K +$89.6K +2,191 +19%
MWM
418
Meridian Wealth Management
Kentucky
$557K -$97.4K -2,380 -15%
DBIA
419
Dumont & Blake Investment Advisors
New Jersey
$557K -$557K -13,614 -50%
VAM
420
Verity Asset Management
North Carolina
$556K +$169K +4,120 +43%
WH
421
Willner & Heller
California
$556K -$736 -18 -0.1%
AHL
422
Abel Hall LLC
Louisiana
$550K +$5.16K +126 +0.9%
SMH
423
Sanders Morris Harris
Texas
$546K
BGC
424
Beutel, Goodman & Co
Ontario, Canada
$543K +$5.32K +130 +1%
MA
425
Mutual Advisors
Nebraska
$538K -$200K -4,887 -26%