We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
651
TRUE Private Wealth Advisors
Oregon
$3.1M +$422K +3,352 +16%
BOH
652
Bank of Hawaii
Hawaii
$3.09M +$59.5K +472 +2%
CWM
653
Concentric Wealth Management
California
$3.05M +$98K +778 +3%
S
654
Surevest
California
$3.05M +$389K +3,089 +15%
WKWM
655
Walter & Keenan Wealth Management
Indiana
$3.04M +$2.7M +21,413 +1,119%
BIM
656
Bridges Investment Management
Nebraska
$3.02M -$297K -2,356 -9%
HAG
657
HighPoint Advisor Group
Illinois
$3.01M -$136K -1,078 -4%
ET
658
Equitable Trust
Tennessee
$2.99M -$330K -2,620 -10%
GC
659
Gratus Capital
Georgia
$2.99M -$22.7K -180 -0.8%
TPCW
660
TD Private Client Wealth
New York
$2.97M +$827K +6,566 +41%
NME
661
Notis-McConarty Edward
$2.96M -$107K -849 -4%
PWM
662
Perigon Wealth Management
California
$2.96M +$344K +2,734 +14%
EAM
663
Erste Asset Management
Austria
$2.96M +$2.86M +22,724 New
TWA
664
TCI Wealth Advisors
Arizona
$2.92M -$19K -151 -0.7%
SPC
665
Sigma Planning Corp
Michigan
$2.91M +$556K +4,410 +25%
BFIM
666
Beese Fulmer Investment Management
Ohio
$2.89M -$44.5K -353 -2%
FMW
667
Farr Miller & Washington
District of Columbia
$2.89M -$20.7K -164 -0.7%
SAM
668
SP Asset Management
California
$2.86M +$24.7K +196 +0.9%
Koshinski Asset Management
669
Koshinski Asset Management
Illinois
$2.85M -$8.19K -65 -0.3%
GAM
670
Garrison Asset Management
Arkansas
$2.85M -$15.6K -124 -0.6%
MCM
671
Mengis Capital Management
Oregon
$2.84M +$43.9K +348 +2%
BAM
672
Bruderman Asset Management
New York
$2.83M +$2.75M +21,805 New
CAM
673
Cresset Asset Management
Illinois
$2.83M -$1.09M -8,615 -28%
GIM
674
Guardian Investment Management
California
$2.83M +$116K +921 +4%
PWSG
675
Pacific Wealth Strategies Group
California
$2.82M +$428K +3,398 +19%