We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2301
Dorchester Wealth Management
Quebec, Canada
$751K
PIA
2302
Pinion Investment Advisors
Kansas
$750K -$86.6K -840 -10%
PNAA
2303
Pictet North America Advisors
Switzerland
$749K
FHC
2304
First Heartland Consultants
Missouri
$748K -$15.3K -148 -2%
FWM
2305
Focused Wealth Management
New York
$748K +$13.2K +128 +2%
LSPW
2306
Lake Street Private Wealth
Illinois
$745K -$146K -1,421 -16%
BCM
2307
Beddow Capital Management
Wyoming
$744K +$5.67K +55 +0.7%
PTB
2308
Pioneer Trust Bank
Oregon
$744K +$96K +931 +14%
LOIP
2309
Live Oak Investment Partners
Texas
$742K
GIP
2310
Granite Investment Partners
California
$741K -$22.7K -220 -3%
AFM
2311
Armstrong Fleming & Moore
District of Columbia
$740K -$54.1K -525 -7%
AIM
2312
Advyzon Investment Management
Illinois
$739K +$766K +7,432 New
UAML
2313
US Asset Management LLC
Pennsylvania
$737K -$26.3K -255 -3%
SWA
2314
Sax Wealth Advisors
New Jersey
$737K +$105K +1,023 +16%
CSI
2315
Cross Staff Investments
New York
$736K +$50.5K +490 +7%
MAM
2316
MWA Asset Management
Massachusetts
$735K -$8.04K -78 -1%
CNTOF
2317
Canandaigua National Trust of Florida
New York
$735K +$393K +3,809 +106%
YIM
2318
Yoffe Investment Management
Pennsylvania
$735K +$762K +7,387 New
MCM
2319
Morton Capital Management
California
$732K -$825 -8 -0.1%
CAI
2320
Capital Advisors Inc
Oklahoma
$732K -$3.61K -35 -0.5%
SAI
2321
Savvy Advisors Inc
New York
$730K +$20.1K +195 +3%
MWM
2322
Mattern Wealth Management
Kansas
$730K -$869K -8,431 -53%
RWM
2323
Riverbend Wealth Management
South Carolina
$729K +$754K +7,315 New
FAFN
2324
First Affirmative Financial Network
Colorado
$727K +$64.7K +628 +9%
AOI
2325
Auto-Owners Insurance
Michigan
$726K