We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WE
1701
Wealth Effects
Massachusetts
$313K +$4.55K +267 +1%
BHIA
1702
Birch Hill Investment Advisors
Massachusetts
$313K -$77.9K -4,571 -19%
WRPWM
1703
Werba Rubin Papier Wealth Management
California
$313K +$334K +19,608 New
AC
1704
AXQ Capital
New Jersey
$313K +$334K +19,600 New
GFPC
1705
Global Financial Private Client
Florida
$312K +$426 +25 +0.1%
GPI
1706
General Partner Inc
Pennsylvania
$311K
TPWM
1707
Twelve Points Wealth Management
Massachusetts
$310K +$9.91K +582 +3%
RMAM
1708
Raab & Moskowitz Asset Management
New Jersey
$310K +$1.47K +86 +0.4%
NRD
1709
Nebula Research & Development
New York
$310K +$47.3K +2,777 +17%
PCP
1710
Proficio Capital Partners
Massachusetts
$310K -$129K -7,563 -28%
TFS
1711
Thoroughbred Financial Services
Tennessee
$309K +$149K +8,748 +82%
GWANC
1712
Guardian Wealth Advisors (North Carolina)
North Carolina
$309K -$34.9K -2,047 -10%
TIA
1713
Tiemann Investment Advisors
California
$309K -$17.9K -1,050 -5%
CA
1714
Claris Advisors
Missouri
$308K +$329K +19,310 New
AAM
1715
Aureus Asset Management
Massachusetts
$308K +$30.9K +1,816 +10%
CHP
1716
Cable Hill Partners
Oregon
$308K -$54.7K -3,212 -14%
KIG
1717
Kennedy Investment Group
New Jersey
$307K +$111K +6,518 +51%
AA
1718
Alta Advisers
United Kingdom
$306K
PCM
1719
Princeton Capital Management
New Jersey
$306K -$29K -1,700 -8%
CA
1720
CapWealth Advisors
Tennessee
$306K +$153K +8,959 +88%
MF
1721
Manchester Financial
California
$305K -$5.18K -304 -2%
WTA
1722
Washington Trust Advisors
Massachusetts
$305K -$8.19K -481 -2%
AWM
1723
Avaii Wealth Management
Wisconsin
$305K -$19.9K -1,168 -6%
VP
1724
Verum Partners
North Carolina
$305K +$325K +19,099 New
Cohen & Steers
1725
Cohen & Steers
New York
$304K