We are live on ! Find out more
KLAC icon

KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1476
Greenwich Wealth Management
Connecticut
$920K -$55.4K -279 -8%
EWP
1477
Elevation Wealth Partners
California
$917K +$3.97K +20 +0.7%
KFS
1478
Kelly Financial Services
Massachusetts
$913K -$596 -3 -0.1%
PCMC
1479
Paragon Capital Management (Colorado)
Colorado
$911K – – –
AWM
1480
Aviso Wealth Management
Washington
$911K +$3.57K +18 +0.6%
WF
1481
Welch & Forbes
Massachusetts
$908K +$1.99K +10 +0.3%
LSA
1482
Lansing Street Advisors
Pennsylvania
$908K +$11.9K +60 +2%
FPWM
1483
FSB Premier Wealth Management
Iowa
$907K -$12.5K -63 -2%
PGAM
1484
Princeton Global Asset Management
New Jersey
$907K -$78K -393 -12%
TW
1485
TritonPoint Wealth
Maryland
$907K -$50.6K -255 -8%
PWP
1486
Private Wealth Partners
California
$905K – – –
SWIM
1487
Smallwood Wealth Investment Management
New Jersey
$905K +$596K +3,000 New
LD
1488
Lipe & Dalton
New York
$905K – – –
BMO
1489
Beck Mack & Oliver
New York
$902K – – –
MWP
1490
Meriwether Wealth & Planning
Louisiana
$900K +$596 +3 +0.1%
MCM
1491
Manchester Capital Management
Vermont
$900K -$13.5K -68 -2%
LNB
1492
Ledyard National Bank
$898K +$4.96K +25 +0.8%
IA
1493
IFC Advisors
California
$897K -$1.19K -6 -0.2%
FPAS
1494
Focus Partners Advisor Solutions
Missouri
$896K +$590K +2,970 New
SSCA
1495
South Shore Capital Advisors
Massachusetts
$889K -$12.3K -62 -2%
FIA
1496
Foundations Investment Advisors
Arizona
$884K +$43.9K +221 +8%
TSW
1497
Three Seasons Wealth
Utah
$884K -$524K -2,641 -47%
FAN
1498
Financial Advisors Network
California
$883K -$50K -252 -8%
CAM
1499
Cidel Asset Management
Ontario, Canada
$882K -$75K -378 -11%
GSIS
1500
Global Strategic Investment Solutions
Arizona
$881K -$17.7K -89 -3%
58 59
60
61 62