We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
326
Pinnacle Wealth Planning Services
Ohio
$556K -$5.35K -285 -0.9%
Bessemer Group
327
Bessemer Group
New Jersey
$555K -$3.56K -190 -0.6%
PAG
328
Private Advisor Group
New Jersey
$554K +$61.3K +3,270 +12%
FOA
329
Five Oceans Advisors
California
$554K -$77.4K -4,125 -12%
CWP
330
Capital Wealth Planning
Florida
$551K +$336K +17,895 +141%
PCM
331
Penserra Capital Management
California
$551K +$336K +17,895 +141%
PA
332
Parallel Advisors
California
$546K +$46.9K +2,500 +9%
PP
333
PDS Planning
Ohio
$538K +$49K +2,610 +10%
Toronto Dominion Bank
334
Toronto Dominion Bank
Ontario, Canada
$537K +$43.1K +2,300 +8%
YIH
335
Y-Intercept (HK)
Hong Kong
$534K +$158K +8,400 +40%
DWM
336
Dakota Wealth Management
Florida
$533K -$39.6K -2,110 -7%
CIBC Asset Management
337
CIBC Asset Management
Ontario, Canada
$529K -$257K -13,700 -32%
KPWS
338
Kestra Private Wealth Services
Texas
$528K -$27K -1,440 -5%
IWC
339
Integrated Wealth Concepts
Massachusetts
$525K -$66.5K -3,545 -11%
BFG
340
Bleakley Financial Group
New Jersey
$523K +$12.1K +645 +2%
SS
341
Simplicity Solutions
Minnesota
$523K +$12.1K +645 +2%
Baird Financial Group
342
Baird Financial Group
Wisconsin
$515K +$81.3K +4,335 +18%
VFA
343
Valeo Financial Advisors
Indiana
$511K -$72.7K -3,875 -12%
CA
344
Clearstead Advisors
Ohio
$507K
VOYA Investment Management
345
VOYA Investment Management
Georgia
$505K +$526K +28,050 New
NO
346
Ninety One
South Africa
$504K
BWP
347
BSW Wealth Partners
Colorado
$494K +$844 +45 +0.2%
NFGCM
348
Norman Fields Gottscho Capital Management
New York
$490K +$511K +27,225 New
EAM
349
Eagle Asset Management
Florida
$488K -$19.8K -1,055 -4%
KFI
350
Key Financial Inc
Pennsylvania
$479K -$4.13K -220 -0.8%