We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NW
1101
NewEdge Wealth
Pennsylvania
$1.53M +$554K +3,667 +65%
CBNLCF
1102
Cognios Beta Neutral Large Cap Fund
Kansas
$1.51M +$296K +1,960 +27%
PG
1103
Patten Group
Tennessee
$1.51M +$467K +3,093 +50%
TF
1104
Trek Financial
Arizona
$1.51M -$188K -1,241 -12%
SS
1105
Sunbelt Securities
Texas
$1.5M -$15K -99 -1%
SGC
1106
Slocum, Gordon & Co
Rhode Island
$1.49M +$57K +377 +4%
PDL
1107
Portfolio Design Labs
California
$1.49M +$1.37M +9,095 New
CCA
1108
Checchi Capital Advisers
California
$1.48M +$7.71K +51 +0.6%
DI
1109
Diligent Investors
California
$1.48M +$3.32K +22 +0.2%
LAM
1110
L2 Asset Management
Massachusetts
$1.48M +$1.26M +8,307 +1,135%
GL
1111
Graypoint LLC
New York
$1.48M +$220K +1,453 +19%
BWM
1112
BKM Wealth Management
Wisconsin
$1.48M +$1.36M +9,025 New
MMPW
1113
Mitchell McLeod Pugh & Williams
Alabama
$1.48M -$16.9K -112 -1%
PBC
1114
Pavion Blue Capital
California
$1.47M
BFA
1115
Beaumont Financial Advisors
Massachusetts
$1.47M +$13.3K +88 +1%
HWM
1116
Hohimer Wealth Management
Washington
$1.47M +$147K +972 +12%
CAM
1117
Cozad Asset Management
Illinois
$1.46M +$49.9K +330 +4%
MBT
1118
Montecito Bank & Trust
California
$1.46M -$21.9K -145 -2%
DSC
1119
Duncker Streett & Co
Missouri
$1.45M -$6.04K -40 -0.4%
Bank Julius Baer & Co
1120
Bank Julius Baer & Co
Switzerland
$1.45M -$862K -5,702 -39%
MGWM
1121
Marks Group Wealth Management
Minnesota
$1.45M -$145K -960 -10%
ZIG
1122
Zuckerman Investment Group
Illinois
$1.45M
WC
1123
Wynn Capital
Georgia
$1.44M +$1.33M +8,813 New
WA
1124
Wealthstar Advisors
Texas
$1.44M +$1.33M +8,780 New
CCG
1125
Coastwise Capital Group
California
$1.44M -$91.4K -605 -6%