We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
601
ProVise Management Group
Florida
$316K -$860 -16 -0.3%
SRC
602
Stone Run Capital
New York
$316K
NL
603
NWAM LLC
Washington
$314K +$9.03K +168 +3%
MFP
604
Meridian Financial Partners
Virginia
$313K
PGH
605
Partners Group Holding
Switzerland
$310K
FWM
606
Focused Wealth Management
New York
$308K +$145K +2,697 +103%
MPPW
607
Mitchell & Pahl Private Wealth
Oklahoma
$306K -$26.6K -495 -9%
NA
608
NewEdge Advisors
Louisiana
$304K -$53.3K -992 -16%
ICG
609
InterOcean Capital Group
Tennessee
$304K +$4.68K +87 +2%
MCM
610
Marathon Capital Management
Maryland
$303K -$13.4K -250 -5%
CFG
611
Cooper Financial Group
California
$303K +$22.1K +411 +9%
SGCA
612
Steel Grove Capital Advisors
Tennessee
$300K
P
613
Pitcairn
Pennsylvania
$300K +$6.99K +130 +3%
CCG
614
Cypress Capital Group
Florida
$297K +$13.4K +250 +5%
DTIM
615
Danda Trouve Investment Management
Kansas
$296K -$5.38K -100 -2%
EFS
616
Essex Financial Services
Connecticut
$296K +$9.41K +175 +4%
CT
617
Clearstead Trust
Maine
$294K
EP
618
Eudaimonia Partners
Tennessee
$294K +$272K +5,067 New
OCM
619
One Capital Management
California
$293K -$38.8K -722 -12%
CG
620
Caprock Group
Idaho
$293K -$6.18K -115 -2%
WKWM
621
Walter & Keenan Wealth Management
Indiana
$291K +$4.78K +89 +2%
Luther King Capital Management (LKCM)
622
Luther King Capital Management (LKCM)
Texas
$287K
TCOK
623
Trust Company of Kansas
Kansas
$287K
DILIC
624
Dai-ichi Life Insurance Company
Japan
$283K
CA
625
Calton & Associates
Florida
$275K -$410K -7,620 -62%