We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
1101
Prosperity Consulting Group
Maryland
$783K -$26.8K -1,698 -4%
CRIG
1102
Charter Research & Investment Group
Connecticut
$780K -$122K -7,723 -14%
SAM
1103
Summit Asset Management
Tennessee
$780K +$13.8K +876 +2%
AIM
1104
Anchor Investment Management
South Carolina
$778K -$8.53K -540 -1%
PWMAG
1105
Pinnacle Wealth Management Advisory Group
New Jersey
$776K +$6.84K +433 +0.9%
BJL
1106
Brighton Jones LLC
Washington
$776K +$81.5K +5,161 +13%
BG
1107
Benedetti & Gucer
Georgia
$773K -$132K -8,330 -15%
BCM
1108
BlueCrest Capital Management
Jersey
$772K +$726K +46,011 New
RW
1109
RVW Wealth
California
$770K
IFWM
1110
Institute for Wealth Management
Colorado
$770K +$20.1K +1,274 +3%
CFG
1111
Cooper Financial Group
California
$769K +$8.48K +537 +1%
NG
1112
Norden Group
Utah
$768K +$47K +2,977 +7%
TCWM
1113
Total Clarity Wealth Management
Illinois
$764K +$426 +27 +0.1%
FNBT
1114
FineMark National Bank & Trust
Florida
$764K -$293K -18,568 -29%
CCA
1115
Checchi Capital Advisers
California
$764K +$104K +6,603 +17%
PA
1116
Procyon Advisors
Connecticut
$760K -$95.7K -6,064 -12%
SB
1117
Strategic Blueprint
Georgia
$759K -$34.9K -2,209 -5%
HI
1118
Humankind Investments
New York
$755K -$100K -6,333 -12%
BST
1119
Bath Savings Trust
Maine
$754K +$13.2K +833 +2%
CI
1120
Conning Inc
Connecticut
$753K
WB
1121
Webster Bank
Connecticut
$752K -$1.25K -79 -0.2%
CT
1122
Cambridge Trust
Massachusetts
$751K -$63.1K -3,998 -8%
FMTC
1123
Farmers & Merchants Trust Company
California
$747K -$147K -9,280 -17%
ICA
1124
Infrastructure Capital Advisors
New York
$746K +$702K +44,485 New
AWM
1125
Adams Wealth Management
Utah
$742K -$65.9K -4,176 -9%