We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
1701
Beverly Hills Private Wealth
California
$422K +$443K +15,964 New
APWA
1702
Atlas Private Wealth Advisors
New Jersey
$422K -$272K -9,801 -38%
FFG
1703
Frisch Financial Group
New York
$421K -$889 -32 -0.2%
ST
1704
Sabal Trust
Florida
$421K -$129K -4,636 -23%
PPP
1705
Private Portfolio Partners
New Jersey
$418K +$15.6K +561 +4%
TSW
1706
Thompson Siegel & Walmsley
Virginia
$418K -$170K -6,111 -28%
WSCM
1707
Wellington Shields Capital Management
New York
$418K -$94.7K -3,410 -18%
SP
1708
Successful Portfolios
Florida
$417K -$22.5K -809 -5%
BWM
1709
BlackDiamond Wealth Management
New York
$417K +$8.78K +316 +2%
BWP
1710
Balboa Wealth Partners
Arizona
$416K -$167K -6,001 -28%
TTWM
1711
TCV Trust & Wealth Management
Virginia
$416K -$34.2K -1,230 -7%
V
1712
ViaWealth
Kansas
$416K +$394K +14,179 New
CPA
1713
Capital Planning Advisors
California
$416K +$12.4K +447 +3%
FFC
1714
First Financial Corp
Indiana
$415K -$694 -25 -0.2%
SMH
1715
Sanders Morris Harris
Texas
$415K
CCMG
1716
Clark Capital Management Group
Pennsylvania
$414K -$14M -502,748 -97%
WCA
1717
Waypoint Capital Advisors
Minnesota
$414K +$16.4K +589 +4%
ZIG
1718
Zullo Investment Group
Pennsylvania
$413K -$17.1K -614 -4%
FNBT
1719
FineMark National Bank & Trust
Florida
$413K -$99.2K -3,572 -19%
TCM
1720
Telos Capital Management
California
$413K +$11.3K +406 +3%
EWM
1721
EPG Wealth Management
Georgia
$413K +$33.1K +1,192 +8%
NSB
1722
Norway Savings Bank
Maine
$413K -$57.5K -2,071 -12%
BIM
1723
Bridges Investment Management
Nebraska
$412K -$94.9K -3,417 -18%
BONH
1724
Bank of New Hampshire
New Hampshire
$412K -$89.7K -3,229 -17%
LFA
1725
Laraway Financial Advisors
Minnesota
$412K -$11K -396 -2%