We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Ameliora Wealth Management
Switzerland
$704K +$4.08K +49 +0.6%
MSA
702
MUFG Securities Americas
New York
$703K +$715K +8,587 New
SDAM
703
Shulman DeMeo Asset Management
New York
$700K -$65.4K -786 -8%
PWM
704
Perigon Wealth Management
California
$698K +$63.2K +759 +10%
IWC
705
Integrated Wealth Concepts
Massachusetts
$698K +$37.1K +446 +6%
CB
706
Community Bank
New York
$698K +$38.7K +465 +6%
SAM
707
Strive Asset Management
Ohio
$697K +$708K +8,509 New
WJWM
708
Williams Jones Wealth Management
New York
$691K +$20.8K +250 +3%
PA
709
Persium Advisors
Georgia
$686K +$697K +8,382 New
WSFS
710
Wilmington Savings Fund Society
Delaware
$677K -$19.5K -234 -3%
PS
711
Principal Securities
Iowa
$669K +$37.9K +456 +6%
PA
712
Profund Advisors
Maryland
$668K -$129K -1,552 -16%
QC
713
Quantessence Capital
New York
$662K +$673K +8,082 New
WB
714
WesBanco Bank
West Virginia
$660K +$7.74K +93 +1%
SIG
715
Stonegate Investment Group
Alabama
$657K +$133K +1,598 +25%
MOS
716
MGO One Seven
Ohio
$650K +$661K +7,943 New
VSQM
717
V-Square Quantitative Management
Illinois
$650K +$26.6K +320 +4%
SW
718
SVB Wealth
Massachusetts
$647K +$657K +7,897 New
MG
719
Mather Group
Illinois
$642K +$35.5K +427 +6%
BCA
720
Bay Colony Advisors
Massachusetts
$639K -$20.9K -251 -3%
TAM
721
Trust Asset Management
Texas
$637K – – –
FMP
722
Financial Management Professionals
Texas
$636K +$65.4K +786 +11%
PCIA
723
Prime Capital Investment Advisors
Kansas
$635K -$45.4K -545 -7%
OIA
724
OneDigital Investment Advisors
Kansas
$631K -$109K -1,315 -15%
PPWP
725
Premier Path Wealth Partners
New Jersey
$626K +$15.9K +191 +3%