We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
776
Summit Global Investments
Utah
$336K +$352K +2,484 New
MPWT
777
MassMutual Private Wealth & Trust
Connecticut
$335K +$5.8K +41 +2%
PWM
778
Perigon Wealth Management
California
$333K
AWA
779
AmeriServ Wealth Advisors
Pennsylvania
$333K
AWM
780
Aries Wealth Management
Maine
$332K
MAA
781
Matrix Asset Advisors
New York
$332K -$35.1K -248 -9%
SF
782
Symphony Financial
Texas
$331K -$91.7K -648 -21%
BBHC
783
Brown Brothers Harriman & Co
New York
$331K +$68.1K +481 +25%
BRA
784
Bender Robert & Associates
California
$328K
GSC
785
G&S Capital
Colorado
$328K -$425 -3 -0.1%
BCM
786
Brookstone Capital Management
Illinois
$328K +$1.98K +14 +0.6%
IFG
787
Independent Financial Group
California
$327K -$127K -900 -27%
SFS
788
Security Financial Services
Indiana
$327K -$7.08K -50 -2%
BIM
789
Bridges Investment Management
Nebraska
$325K
WWM
790
Whalen Wealth Management
Nevada
$325K -$35.4K -250 -9%
PS
791
Planned Solutions
California
$322K -$1.84K -13 -0.5%
TBT
792
Texas Bank & Trust
Texas
$321K -$1.98K -14 -0.6%
PA
793
Pinnacle Associates
New York
$319K +$9.2K +65 +3%
AC
794
AlphaCore Capital
California
$319K +$52.4K +370 +19%
DWAM
795
Duncan Williams Asset Management
Tennessee
$319K -$7.22K -51 -2%
AA
796
Argent Advisors
Louisiana
$319K +$5.95K +42 +2%
MWM
797
MBE Wealth Management
Wisconsin
$318K +$332K +2,347 New
RCAG
798
Rehmann Capital Advisory Group
Michigan
$318K -$22.8K -161 -6%
ZIG
799
Zullo Investment Group
Pennsylvania
$316K -$45.7K -323 -12%
BC
800
Bayforest Capital
United Kingdom
$315K +$79.8K +564 +32%