We are live on ! Find out more
PR

Permian Resources
PR

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
526
Salomon & Ludwin
Virginia
$11.8K – – –
FMII
527
Farmers & Merchants Investments Inc
Nebraska
$11.5K – – –
JWM
528
JPL Wealth Management
Colorado
$11K – – –
KFAS
529
Keating Financial Advisory Services
Kansas
$10.1K +$1.93K +96 +21%
PMAM
530
Picton Mahoney Asset Management
Ontario, Canada
$9.63K +$10.5K +523 New
FGC
531
Financial Gravity Companies
Texas
$9.22K +$10.1K +501 New
MSFP
532
Mark Sheptoff Financial Planning
Connecticut
$9.21K – – –
CB
533
Community Bank
New York
$9.03K – – –
NSIM
534
North Star Investment Management
Illinois
$8.71K – – –
JWA
535
JFS Wealth Advisors
Pennsylvania
$8.67K +$783 +39 +9%
FFO
536
Fortitude Family Office
Arizona
$8.38K -$442 -22 -5%
BTI
537
Blue Trust Inc
Georgia
$8.21K – – –
LSA
538
Leonteq Securities AG
Switzerland
$8.12K -$1.99K -99 -18%
GWM
539
Geneos Wealth Management
Colorado
$7.36K – – –
AF
540
Advisornet Financial
Minnesota
$6.63K – – –
S
541
Sachetta
Massachusetts
$6.28K +$6.85K +341 New
KAS
542
Kemnay Advisory Services
New York
$6.19K +$522 +26 +8%
CT
543
Clearstead Trust
Maine
$5.74K – – –
AAS
544
Ameritas Advisory Services
Nebraska
$5.73K +$6.25K +311 New
OWP
545
ORG Wealth Partners
Texas
$5.71K – – –
TFA
546
Transamerica Financial Advisors
Florida
$5.69K +$3.29K +164 +113%
ZBNA
547
Zions Bancorporation, National Association
Utah
$5.56K +$1.89K +94 +45%
GSWM
548
Golden State Wealth Management
California
$5.52K – – –
IAIM
549
International Assets Investment Management
Florida
$5.38K – – –
APFP
550
Action Point Financial Planning
Michigan
$5.38K +$5.93K +295 New
20 21
22
23 24