We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1401
SkyOak Wealth
Michigan
$2.82M +$53K +1,069 +2%
SIC
1402
Shoker Investment Counsel
Ohio
$2.82M -$37.9K -765 -2%
MA
1403
Modus Advisors
Minnesota
$2.81M -$33.1K -668 -1%
MMHP
1404
Murphy Middleton Hinkle & Parker
Georgia
$2.8M -$43.3K -874 -2%
CWM
1405
Chemistry Wealth Management
New York
$2.8M +$2.35M +47,410 New
NLP
1406
Next Level Private
New York
$2.8M +$2.35M +47,410 New
BPCE
1407
Bank Pictet & Cie (Europe)
Germany
$2.8M
BDS
1408
Banco de Sabadell
Florida
$2.8M +$337K +6,793 +17%
ANRIA
1409
American National Registered Investment Advisor
Texas
$2.79M -$495 -10 -0%
ADL
1410
Asset Dedication LLC
California
$2.79M +$207K +4,173 +10%
GEA
1411
Glen Eagle Advisors
New Jersey
$2.79M -$81.3K -1,641 -3%
JWA
1412
JFS Wealth Advisors
Pennsylvania
$2.78M +$125K +2,514 +6%
PIM
1413
Perpetual Investment Management
Australia
$2.77M -$679K -13,700 -23%
KIG
1414
Kessler Investment Group
Indiana
$2.77M -$696K -14,044 -23%
SW
1415
SteelPeak Wealth
California
$2.77M +$272K +5,487 +13%
RM
1416
Resource Management
Louisiana
$2.76M +$99.5K +2,009 +4%
SCM
1417
Shelton Capital Management
Colorado
$2.75M +$39.9K +805 +2%
HI
1418
Harbour Investments
Wisconsin
$2.75M -$3.73M -75,187 -62%
TPA
1419
Trivium Point Advisory
Connecticut
$2.75M +$44.9K +906 +2%
UBG
1420
United Bank (Georgia)
Georgia
$2.74M -$132K -2,668 -5%
RCM
1421
Radnor Capital Management
Pennsylvania
$2.74M +$2.3M +46,368 New
CIA
1422
Cladis Investment Advisory
Montana
$2.73M +$2.29M +46,229 New
BMC
1423
Beaton Management Company
Massachusetts
$2.72M -$9.91K -200 -0.4%
FFG
1424
Fortem Financial Group
California
$2.71M +$62.3K +1,257 +3%
JWM
1425
JGP Wealth Management
Oregon
$2.71M +$64.3K +1,298 +3%