We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
501
Curated Wealth Partners
California
$534K +$474K +2,323 New
MFG
502
Merit Financial Group
Georgia
$533K +$473K +2,319 New
MWM
503
Mindset Wealth Management
Indiana
$532K +$3.06K +15 +0.7%
PCM
504
Polymer Capital Management
New York
$526K +$370K +1,812 +380%
MF
505
Meridian Financial
Massachusetts
$524K -$196K -961 -30%
WP
506
Westmount Partners
California
$519K -$71K -348 -12%
PCM
507
Permanent Capital Management
Illinois
$517K +$459K +2,250 New
IFG
508
Independent Financial Group
California
$514K +$36.3K +178 +9%
Lazard Asset Management
509
Lazard Asset Management
New York
$506K +$447K +2,188 +16,831%
VCM
510
Vivaldi Capital Management
Illinois
$504K -$138K -676 -24%
CMBA
511
C.M. Bidwell & Associates
Hawaii
$492K -$27.8K -136 -6%
AWS
512
Arkfeld Wealth Strategies
Nebraska
$486K +$3.27K +16 +0.7%
SC
513
Scotia Capital
Ontario, Canada
$480K +$127K +620 +42%
PAS
514
Park Avenue Securities
New York
$479K +$114K +561 +37%
CMF
515
Counterpoint Mutual Funds
California
$476K +$422K +2,070 New
VI
516
Vestcor Inc
New Brunswick, Canada
$471K +$174K +853 +71%
NS
517
Night Squared
New York
$470K +$417K +2,044 New
DCM
518
Driehaus Capital Management
Illinois
$460K +$409K +2,002 New
AF
519
Allworth Financial
California
$460K +$140K +688 +52%
ST
520
Somerset Trust
Pennsylvania
$460K -$612K -3,000 -60%
M&T Bank
521
M&T Bank
New York
$457K +$406K +1,990 New
WMA
522
West Michigan Advisors
Michigan
$457K +$406K +1,987 New
FHA
523
Flagship Harbor Advisors
Massachusetts
$456K -$19.4K -95 -5%
BCV
524
Banque Cantonale Vaudoise
Switzerland
$447K +$397K +1,944 New
ACA
525
Aptus Capital Advisors
Alabama
$446K -$145K -712 -27%