We are live on ! Find out more
MINT icon

PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT

Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
526
Fortitude Advisory Group
Washington
$365K -$158K -1,587 -30%
BWL
527
Bogart Wealth LLC
Virginia
$361K +$41.8K +420 +13%
PCS
528
Personal CFO Solutions
New Jersey
$357K -$162K -1,625 -31%
BWM
529
Birchcreek Wealth Management
Ohio
$357K +$13.5K +136 +4%
AC
530
AlphaCore Capital
California
$356K -$613K -6,156 -63%
TJHA
531
Thomas J. Herzfeld Advisors
Florida
$356K -$38K -381 -10%
BBA
532
Braun-Bostich & Associates
Pennsylvania
$354K -$36.2K -363 -9%
IGWM
533
ICA Group Wealth Management
Colorado
$353K +$70.9K +712 +25%
KMWM
534
Keudell/Morrison Wealth Management
Oregon
$352K +$150K +1,501 +73%
PCMU
535
Paragon Capital Management (Utah)
Utah
$351K +$47.3K +475 +15%
WANY
536
Wealthspire Advisors (New York)
New York
$344K +$4.88K +49 +1%
AWM
537
Axxcess Wealth Management
California
$343K -$2.52M -25,339 -88%
OCM
538
One Capital Management
California
$338K -$130K -1,307 -28%
HIA
539
Harbor Investment Advisory
Maryland
$336K -$444K -4,459 -57%
VVP
540
Venture Visionary Partners
Ohio
$332K – – –
AFS
541
Access Financial Services
Minnesota
$328K -$181K -1,822 -36%
SC
542
Sepio Capital
Utah
$325K -$727K -7,294 -69%
MMA
543
Miracle Mile Advisors
California
$322K +$323K +3,244 New
MC
544
Mathes Company
New York
$321K -$3.72M -37,328 -92%
FAM
545
Flaharty Asset Management
Florida
$318K – – –
TA
546
TruWealth Advisors
Louisiana
$316K – – –
LHWM
547
Lake Hills Wealth Management
Texas
$315K +$317K +3,178 New
RFWA
548
RPg Family Wealth Advisory
Massachusetts
$309K -$194K -1,951 -38%
APWM
549
Atlas Private Wealth Management
New York
$307K – – –
EHC
550
Everett Harris & Co
California
$306K -$121K -1,210 -28%
20 21
22
23 24