We are live on ! Find out more
PSMT icon

Pricesmart

Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
351
National Bank of Canada
Quebec, Canada
$2.91K -$4.33K -26 -63%
MAM
352
Marquette Asset Management
Minnesota
$2.73K – – –
W
353
WealthCollab
Washington
$2.54K – – –
FGA
354
Fortis Group Advisors
New Jersey
$2.34K – – –
LAM
355
Lummis Asset Management
Texas
$2.15K – – –
CAL
356
Capital Advisors Ltd
Ohio
$2K – – –
CCMI
357
Creative Capital Management Investments
California
$1.95K +$1.67K +10 New
RWM
358
Rialto Wealth Management
New York
$1.76K +$667 +4 +80%
DF
359
DecisionPoint Financial
Arizona
$1.76K +$167 +1 +13%
HIA
360
HFM Investment Advisors
New Jersey
$1.56K +$834 +5 +167%
PWA
361
Physician Wealth Advisors
Utah
$1.37K – – –
Harbour Investments
362
Harbour Investments
Wisconsin
$1.37K +$1.17K +7 New
DPW
363
DiNuzzo Private Wealth
Pennsylvania
$1.17K – – –
BHWM
364
Bay Harbor Wealth Management
Maryland
$1.17K +$333 +2 +50%
CX Institutional
365
CX Institutional
Indiana
$1K – – –
CFM
366
Cornerstone Financial Management
Massachusetts
$977 -$834 -5 -50%
APW
367
Atlantic Private Wealth
North Carolina
$977 – – –
BGAI
368
Bruce G. Allen Investments
Colorado
$977 – – –
MCM
369
Manchester Capital Management
Vermont
$977 – – –
HFS
370
Hughes Financial Services
Virginia
$977 +$500 +3 +150%
PWMG
371
Prestige Wealth Management Group
New Jersey
$977 +$500 +3 +150%
PMFA
372
Plante Moran Financial Advisors
Michigan
$977 +$834 +5 New
SGFG
373
Silver Grove Financial Group
New York
$977 +$834 +5 New
TC
374
Trust Company
Kansas
$785 – – –
FAM
375
Fulcrum Asset Management
United Kingdom
$783 +$667 +4 New