We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1701
Golden State Wealth Management
California
$607K +$151K +535 +35%
PWM
1702
Perigon Wealth Management
California
$605K +$1.13K +4 +0.2%
MTCM
1703
Mint Tower Capital Management
Netherlands
$604K -$790K -2,801 -58%
AWM
1704
Alterna Wealth Management
Texas
$604K – – –
PCMC
1705
Private Capital Management (Colorado)
Colorado
$602K -$84K -298 -13%
CWG
1706
Cornerstone Wealth Group
North Carolina
$600K -$136K -481 -19%
OPPTF
1707
OPSEU Pension Plan Trust Fund
Ontario, Canada
$598K -$69.6K -247 -11%
HPWM
1708
Highland Private Wealth Management
Washington
$597K -$26.8K -95 -4%
BWP
1709
Baldwin Wealth Partners
Massachusetts
$595K -$8.74K -31 -2%
AB
1710
Atlas Brown
Kentucky
$588K +$81.8K +290 +17%
SIM
1711
Sadoff Investment Management
Wisconsin
$587K – – –
ETC
1712
Exchange Traded Concepts
Oklahoma
$586K -$105K -373 -16%
WMA
1713
Wealth Management Associates
New Jersey
$585K – – –
HWM
1714
Howard Wealth Management
Connecticut
$585K -$14.9K -53 -3%
AIA
1715
Angeles Investment Advisors
California
$584K -$81.2K -288 -13%
KMWM
1716
Keudell/Morrison Wealth Management
Oregon
$579K +$9.87K +35 +2%
FHC
1717
First Heartland Consultants
Missouri
$577K +$91.3K +324 +20%
AL
1718
Arnhold LLC
New York
$576K – – –
CFG
1719
Cooper Financial Group
California
$576K +$64K +227 +13%
CWA
1720
Clarity Wealth Advisors
California
$569K +$12.4K +44 +2%
LWM
1721
Loveless Wealth Management
Montana
$568K +$24K +85 +5%
BB
1722
Bell Bank
North Dakota
$566K – – –
CCM
1723
Cribstone Capital Management
Maine
$564K +$43.7K +155 +9%
SWM
1724
Segment Wealth Management
Texas
$564K +$45.1K +160 +9%
RM
1725
Resource Management
Louisiana
$564K +$122K +431 +29%
67 68
69
70 71