We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1401
Prestige Wealth Management Group
New Jersey
$803K +$154K +560 +23%
PMFA
1402
Plante Moran Financial Advisors
Michigan
$802K +$30.9K +112 +4%
EWA
1403
EP Wealth Advisors
California
$800K +$108K +392 +15%
KP
1404
Keel Point
Alabama
$798K +$551 +2 +0.1%
SIG
1405
Sargent Investment Group
Maryland
$797K +$809K +2,936 New
PGFC
1406
Peapack-Gladstone Financial Corp
New Jersey
$791K +$25.1K +91 +3%
CF
1407
Copperwynd Financial
Arizona
$790K +$28.9K +105 +4%
MBTD
1408
Mechanics Bank - Trust Department
California
$784K +$465K +1,688 +141%
SP
1409
Symmetry Partners
Connecticut
$782K – – –
MFG
1410
Merit Financial Group
Georgia
$780K -$827 -3 -0.1%
PCM
1411
Prelude Capital Management
New York
$780K +$791K +2,871 New
BBA
1412
BLB&B Advisors
Pennsylvania
$777K -$9.64K -35 -1%
CB
1413
CNB Bank
Pennsylvania
$774K -$133K -481 -14%
YIA
1414
YHB Investment Advisors
Connecticut
$774K -$1.38K -5 -0.2%
SIM
1415
SSI Investment Management
California
$767K -$551 -2 -0.1%
PCAP
1416
Pratt Collard Advisory Partners
New York
$756K +$31.7K +115 +4%
SAM
1417
Silvercrest Asset Management
New York
$755K +$8.27K +30 +1%
IIA
1418
IPG Investment Advisors
California
$746K -$637K -2,310 -46%
CAN
1419
Claraphi Advisory Network
United States
$739K -$261K -946 -26%
WorldQuant Millennium Advisors
1420
WorldQuant Millennium Advisors
New York
$738K +$40.8K +148 +6%
MWP
1421
MYCIO Wealth Partners
Pennsylvania
$735K +$41.3K +150 +6%
IDBONY
1422
Israel Discount Bank of New York
New York
$731K +$32.2K +117 +5%
HWA
1423
HCR Wealth Advisors
California
$729K +$303K +1,101 +70%
PAS
1424
Partnervest Advisory Services
California
$726K +$132K +478 +22%
EHC
1425
Everett Harris & Co
California
$725K +$97K +352 +15%