We are live on ! Find out more
PYPL icon

PayPal

Name Holding Trade Value Shares
Change
Change in
Stake
BWG
1151
Beta Wealth Group
California
$649K -$8.41K -100 -1%
WT
1152
Whittier Trust
California
$648K -$87K -1,035 -12%
HCMT
1153
Highland Capital Management (Tennessee)
Tennessee
$647K -$5.1M -60,629 -89%
IA
1154
Insight Advisors
Pennsylvania
$647K -$4.2K -50 -0.7%
EWM
1155
EPG Wealth Management
Georgia
$646K +$116K +1,384 +22%
ACM
1156
Advisors Capital Management
New Jersey
$644K -$2.94K -35 -0.5%
NB
1157
Nicolet Bankshares
Wisconsin
$641K +$99.5K +1,183 +19%
CWA
1158
Clarity Wealth Advisors
California
$640K -$12.6K -150 -2%
BWP
1159
Baldwin Wealth Partners
Massachusetts
$639K -$34.1K -406 -5%
RZH
1160
Relyea Zuckerberg Hanson
Connecticut
$638K +$334K +3,976 +114%
Polen Capital Management
1161
Polen Capital Management
Florida
$635K -$115K -1,372 -16%
MSFP
1162
Mark Sheptoff Financial Planning
Connecticut
$633K -$17.7K -210 -3%
DBIA
1163
Dumont & Blake Investment Advisors
New Jersey
$633K +$841 +10 +0.1%
GWM
1164
GSB Wealth Management
Connecticut
$628K +$1.26K +15 +0.2%
RIA
1165
Realta Investment Advisors
Delaware
$625K -$1.85K -22 -0.3%
GA
1166
Guerra Advisors
Florida
$624K +$615K +7,310 New
CI
1167
Conning Inc
Connecticut
$620K -$7.82K -93 -1%
XT
1168
XTX Topco
Cayman Islands
$615K +$606K +7,205 New
ACP
1169
Aviance Capital Partners
Florida
$614K +$42K +500 +7%
MA
1170
Mutual Advisors
Nebraska
$613K -$89K -1,059 -13%
ACM
1171
Aljian Capital Management
Nevada
$612K -$13.9K -165 -2%
MIG
1172
McGuire Investment Group
Rhode Island
$611K -$363K -4,323 -38%
UWS
1173
Unique Wealth Strategies
Illinois
$608K +$598K +7,118 New
PCMH
1174
Polymer Capital Management (HK)
Hong Kong
$606K +$46.2K +550 +8%
SWM
1175
SeaCrest Wealth Management
New York
$604K -$580K -6,896 -49%