We are live on ! Find out more
PINS icon

Pinterest

Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
476
Williams Jones Wealth Management
New York
$651K +$125K +1,789 +28%
WWM
477
Wolff Wiese Magana
California
$646K +$239K +3,429 +72%
GIA
478
Gladstone Institutional Advisory
Florida
$639K +$5.3K +76 +0.9%
KWM
479
Kingsview Wealth Management
Oregon
$638K -$211K -3,025 -27%
CWA
480
Clarity Wealth Advisors
California
$637K +$1.32K +19 +0.2%
HIA
481
Harbor Investment Advisory
Maryland
$629K +$367K +5,265 +195%
DCM
482
Dupont Capital Management
Delaware
$620K +$548K +7,859 New
CCP
483
Corient Capital Partners
California
$619K -$406K -5,818 -43%
OA
484
Oxbow Advisors
Texas
$617K +$119K +1,700 +28%
FFA
485
Founders Financial Alliance
North Carolina
$616K +$6.97K +100 +1%
SLAM
486
Swiss Life Asset Management
$614K +$1.27M +18,217 New
SC
487
Saturna Capital
Washington
$600K +$41.8K +600 +9%
WA
488
WP Advisors
California
$598K +$78.8K +1,130 +18%
GAM
489
Gotham Asset Management
New York
$592K -$287K -4,114 -35%
BRWM
490
B. Riley Wealth Management
Tennessee
$585K +$13.9K +199 +3%
BFEC
491
Benjamin F. Edwards & Company
Missouri
$583K -$14.8K -212 -3%
CA
492
Cetera Advisors
Colorado
$577K +$48.6K +697 +11%
CB
493
Commerce Bank
Missouri
$575K +$12.7K +182 +3%
SF
494
Symphony Financial
Texas
$574K
PAMP
495
Polar Asset Management Partners
Ontario, Canada
$568K +$502K +7,200 New
CIP
496
Convergence Investment Partners
Florida
$561K +$91.1K +1,307 +23%
Vanguard Personalized Indexing Management
497
Vanguard Personalized Indexing Management
California
$558K +$186K +2,664 +61%
ALAM
498
Asahi Life Asset Management
Japan
$546K +$76K +1,090 +19%
RI
499
Ridgewood Investments
New Jersey
$544K +$481K +6,894 New
HSA
500
HBK Sorce Advisory
Pennsylvania
$539K +$232K +3,331 +95%