We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
601
Next Capital Management
New York
$326K -$33.3K -619 -10%
Rockefeller Capital Management
602
Rockefeller Capital Management
New York
$321K +$121K +2,248 +68%
SteelPeak Wealth
603
SteelPeak Wealth
California
$319K -$4.78K -89 -2%
Burney Company
604
Burney Company
Virginia
$317K -$14.8K -275 -5%
PMG
605
ProVise Management Group
Florida
$316K -$860 -16 -0.3%
SRC
606
Stone Run Capital
New York
$316K – – –
NL
607
NWAM LLC
Washington
$314K +$9.03K +168 +3%
MFP
608
Meridian Financial Partners
Virginia
$313K – – –
PGH
609
Partners Group Holding
Switzerland
$310K – – –
FWM
610
Focused Wealth Management
New York
$308K +$145K +2,697 +103%
MPPW
611
Mitchell & Pahl Private Wealth
Oklahoma
$306K -$26.6K -495 -9%
NewEdge Advisors
612
NewEdge Advisors
Louisiana
$304K -$53.3K -992 -16%
InterOcean Capital Group
613
InterOcean Capital Group
Tennessee
$304K +$4.68K +87 +2%
MCM
614
Marathon Capital Management
Maryland
$303K -$13.4K -250 -5%
CFG
615
Cooper Financial Group
California
$303K +$22.1K +411 +9%
SGCA
616
Steel Grove Capital Advisors
Tennessee
$300K – – –
P
617
Pitcairn
Pennsylvania
$300K +$6.99K +130 +3%
CCG
618
Cypress Capital Group
Florida
$297K +$13.4K +250 +5%
DTIM
619
Danda Trouve Investment Management
Kansas
$296K -$5.38K -100 -2%
EFS
620
Essex Financial Services
Connecticut
$296K +$9.41K +175 +4%
CT
621
Clearstead Trust
Maine
$294K – – –
EP
622
Eudaimonia Partners
Tennessee
$294K +$272K +5,067 New
One Capital Management
623
One Capital Management
California
$293K -$38.8K -722 -12%
Caprock Group
624
Caprock Group
Idaho
$293K -$6.18K -115 -2%
WKWM
625
Walter & Keenan Wealth Management
Indiana
$291K +$4.78K +89 +2%