We are live on ! Find out more
SHOP icon

Shopify
SHOP

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
801
Perpetual Ltd
Australia
$913K -$243K -2,128 -21%
HGWM
802
Horst & Graben Wealth Management
Oregon
$912K -$8.22K -72 -1%
DTL
803
Dynamic Technology Lab
Singapore
$910K +$910K +7,972 New
JSAM
804
J. Safra Asset Management
New York
$910K +$135K +1,184 +17%
KNW
805
Kesler Norman & Wride
Utah
$907K -$58.7K -514 -6%
TCWM
806
Total Clarity Wealth Management
Illinois
$907K -$246K -2,154 -21%
AAS
807
Ameritas Advisory Services
Nebraska
$907K +$376K +3,294 +71%
WDC
808
Woodward Diversified Capital
California
$901K – – –
PCG
809
Prosperity Consulting Group
Maryland
$890K +$93.9K +823 +12%
CWS
810
Confluence Wealth Services
Pennsylvania
$884K +$12.3K +108 +1%
CWM
811
Cabot Wealth Management
Massachusetts
$882K -$1.18M -10,363 -57%
RBFC
812
Roman Butler Fullerton & Co
Missouri
$881K +$516K +4,523 +178%
MW
813
Marble Wealth
Alabama
$880K +$2.28K +20 +0.3%
WCAMG
814
Woodard & Company Asset Management Group
North Carolina
$878K +$9.13K +80 +1%
1W
815
1776 Wealth
Georgia
$871K – – –
PI
816
PFG Investments
New York
$871K +$78.2K +685 +10%
MFA
817
Mayflower Financial Advisors
Massachusetts
$865K -$53.4K -468 -6%
AWAU
818
Alliance Wealth Advisors (Utah)
Utah
$864K -$422K -3,699 -33%
STA
819
Summit Trail Advisors
New York
$864K -$33.9K -297 -4%
TC
820
Tannin Capital
North Carolina
$861K +$18.4K +161 +2%
RWB
821
RMR Wealth Builders
New Jersey
$861K +$2.4K +21 +0.3%
TFM
822
TFC Financial Management
Massachusetts
$860K -$6.85K -60 -0.8%
CAMG
823
CWA Asset Management Group
Florida
$860K -$120K -1,049 -12%
BCM
824
Brookstone Capital Management
Illinois
$860K +$288K +2,526 +50%
PGFC
825
Peapack-Gladstone Financial Corp
New Jersey
$846K -$290K -2,543 -26%
31 32
33
34 35