We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
351
Plante Moran Financial Advisors
Michigan
$7.56K +$2.62K +163 +61%
PB
352
Pinnacle Bancorp
Nebraska
$7.47K -$28.9K -1,795 -81%
EP
353
Essential Partners
California
$7.47K -$6.5K -404 -49%
CCMI
354
Creative Capital Management Investments
California
$6.95K +$6.33K +394 New
BFPW
355
BOK Financial Private Wealth
Colorado
$6.05K +$5.51K +343 New
WAS
356
Winch Advisory Services
Wisconsin
$5.91K +$5.38K +335 New
EI
357
EFG International
$5.78K -$257 -16 -5%
UB
358
UMB Bank
Missouri
$5.62K +$1.83K +114 +56%
PWA
359
Principia Wealth Advisory
Texas
$5.61K +$1.01K +63 +25%
PWA
360
Physician Wealth Advisors
Utah
$5.36K +$1.96K +122 +67%
AEPWM
361
Atlantic Edge Private Wealth Management
Florida
$5.29K
MG
362
Mather Group
Illinois
$5.26K +$4.39K +273 +1,092%
CA
363
CoreCap Advisors
Michigan
$5.22K +$3.87K +241 +438%
NEWAS
364
N.E.W. Advisory Services
Wisconsin
$5.09K +$4.65K +289 New
AT
365
Arlington Trust
Alabama
$5.08K
CFM
366
Cornerstone Financial Management
Massachusetts
$5.06K -$129 -8 -3%
PPC
367
Park Place Capital
Alabama
$4.67K
CFO
368
CVA Family Office
Colorado
$4.53K
Federated Hermes
369
Federated Hermes
Pennsylvania
$4.32K -$1.46K -91 -27%
NSIM
370
North Star Investment Management
Illinois
$4.32K
TFA
371
Transamerica Financial Advisors
Florida
$4.04K -$7.81K -486 -68%
QC
372
Quent Capital
New York
$4.04K +$3.68K +229 New
CI
373
CX Institutional
Indiana
$4K
FC
374
Financial Consulate
Maryland
$3.95K +$900 +56 +33%
HWM
375
HighMark Wealth Management
Minnesota
$3.76K -$1.43K -89 -29%