We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PVWM
1101
Point View Wealth Management
New Jersey
$1.13M +$21.2K +132 +2%
PVH
1102
Psagot Value Holdings
Israel
$1.13M -$6.29M -39,105 -84%
CIM
1103
CIM Investment Management
Pennsylvania
$1.12M -$8.52K -53 -0.7%
GVT
1104
Genesee Valley Trust
New York
$1.12M +$643 +4 +0.1%
OC
1105
Oarsman Capital
Wisconsin
$1.12M -$643 -4 -0.1%
EAM
1106
Evanson Asset Management
California
$1.11M +$130K +807 +13%
EWM
1107
Evermay Wealth Management
Virginia
$1.11M -$36.3K -226 -3%
FAM
1108
Formidable Asset Management
Ohio
$1.11M
BPM
1109
Bowling Portfolio Management
Ohio
$1.11M -$631K -3,926 -36%
PIM
1110
Parasol Investment Management
Illinois
$1.11M +$65.9K +410 +6%
DLHL
1111
Donald L. Hagan LLC
Florida
$1.1M +$362K +2,251 +46%
PWP
1112
Private Wealth Partners
California
$1.1M -$167K -1,036 -13%
WP
1113
WealthPLAN Partners
Nebraska
$1.1M +$19.8K +123 +2%
WA
1114
Wealth Architects
California
$1.1M +$276K +1,717 +32%
HIC
1115
Harvey Investment Company
Kentucky
$1.09M -$16.9K -105 -1%
OA
1116
Outfitter Advisors
Virginia
$1.09M -$16.9K -105 -1%
DAM
1117
Delta Asset Management
Tennessee
$1.08M -$15.1K -94 -1%
GIA
1118
Granite Investment Advisors
New Hampshire
$1.08M +$86.5K +538 +8%
MMCM
1119
Marque Millennium Capital Management
New York
$1.08M -$353K -2,197 -24%
SNBOSCI
1120
Security National Bank of Sioux City Iowa
Iowa
$1.08M +$47.1K +293 +4%
SBWM
1121
Sunflower Bank Wealth Management
Arizona
$1.08M -$52.2K -325 -4%
BCMO
1122
Buckingham Capital Management (Ohio)
Ohio
$1.07M -$740K -4,605 -40%
MGIA
1123
Moneta Group Investment Advisors
Missouri
$1.07M +$255K +1,588 +30%
RDM
1124
Retirement Design & Management
Connecticut
$1.07M
BRWA
1125
B. Riley Wealth Advisors
Florida
$1.07M -$340K -2,118 -24%