We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
726
Evercore Wealth Management
New York
$211K
PIN
727
Prudent Investors Network
California
$211K
WBC
728
West Branch Capital
Massachusetts
$211K
ACM
729
Advisors Capital Management
New Jersey
$209K -$8.51K -106 -4%
P
730
Pitcairn
Pennsylvania
$209K +$4.01K +50 +2%
DWP
731
Destiny Wealth Partners
Florida
$209K +$224K +2,784 New
OTL
732
Oak Thistle LLC
New York
$209K +$224K +2,788 New
GIA
733
Gateway Investment Advisers
Ohio
$207K
DWM
734
Destination Wealth Management
California
$205K +$220K +2,734 New
RA
735
RFG Advisory
Alabama
$204K +$205K +2,558 New
MA
736
Montag & Associates
Georgia
$203K
KPW
737
Kore Private Wealth
New York
$202K -$85.8K -1,068 -28%
FWM
738
Fortress Wealth Management
California
$202K -$37.1K -462 -15%
VDI
739
Vaughan David Investments
Illinois
$202K
FIB
740
First Interstate Bank
Montana
$201K +$215K +2,678 New
DMBA
741
Deseret Mutual Benefit Administrators
Utah
$194K
AF
742
Advisornet Financial
Minnesota
$186K +$37.6K +468 +23%
GFPC
743
Global Financial Private Client
Florida
$183K +$191K +2,378 New
HWA
744
Heritage Wealth Advisors
Virginia
$175K
GRP
745
Global Retirement Partners
California
$175K +$16.9K +210 +10%
FRA
746
Front Row Advisors
California
$173K
FMP
747
Financial Management Professionals
Texas
$173K +$24.9K +310 +16%
BWM
748
Baystate Wealth Management
Massachusetts
$172K +$162K +2,016 +730%
BAM
749
Belpointe Asset Management
Nevada
$170K -$6.75K -84 -4%
TF
750
Tompkins Financial
New York
$170K