We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
901
Integrated Wealth Counsel
California
$21K +$19.8K +527 New
SSB
902
Sandy Spring Bank
Maryland
$20K -$9.85K -262 -34%
QAM
903
QCI Asset Management
New York
$20K -$8.53K -227 -31%
LWM
904
Lenox Wealth Management
Ohio
$20K
SFPIA
905
Stevens First Principles Investment Advisors
California
$20K
IWMPD
906
Integrated Wealth Management (Palm Desert)
California
$19K +$3.72K +99 +25%
JSAM
907
J. Safra Asset Management
New York
$18K
SIA
908
SeaBridge Investment Advisors
New Jersey
$18K
ECM
909
Estabrook Capital Management
New York
$17.8K
HCM
910
Highlander Capital Management
New Jersey
$17K -$52.7K -1,402 -77%
RPG
911
Risk Paradigm Group
Texas
$16.7K
MWM
912
MinichMacGregor Wealth Management
New York
$16K -$1.47K -39 -9%
TFO
913
Tarbox Family Office
California
$16K +$639 +17 +4%
SIC
914
Salem Investment Counselors
North Carolina
$15.8K +$289K +7,686 +24%
GBT
915
Grove Bank & Trust
Florida
$15K
WAS
916
WESPAC Advisors SoCal
California
$14K -$57.1K -1,518 -81%
WA
917
Winfield Associates
Ohio
$14K +$2.74K +73 +26%
PHK
918
Point72 Hong Kong
Hong Kong
$13K -$198K -5,273 -94%
LWCFA
919
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
SGAM
920
Smith Group Asset Management
Texas
$12K +$1.69K +45 +18%
LYV
921
Live Your Vision
Pennsylvania
$12K +$11.5K +305 New
BWP
922
Baldwin Wealth Partners
Massachusetts
$11K -$21.1K -561 -67%
JWA
923
JFS Wealth Advisors
Pennsylvania
$11K
DPA
924
Delphi Private Advisors
California
$10K -$9.85K -262 -50%
BWA
925
Burt Wealth Advisors
Maryland
$10K