We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
701
Wealth Enhancement Advisory Services
Minnesota
$3.11M -$18.4K -108 -0.9%
B
702
Barings
North Carolina
$3.09M -$3.46M -20,250 -61%
AAM
703
Azzad Asset Management
Virginia
$3.08M +$13.8K +81 +0.6%
FB
704
Fulton Bank
Pennsylvania
$3.07M +$15.4K +90 +0.7%
WJWM
705
Williams Jones Wealth Management
New York
$3.07M -$823K -4,824 -27%
FGAM
706
Financial Gravity Asset Management
Texas
$3.06M +$2.21M +12,963 New
RFM
707
Royal Fund Management
Florida
$3.01M -$78.3K -459 -3%
BRWM
708
B. Riley Wealth Management
Tennessee
$3.01M -$2.27M -13,275 -51%
OPS
709
Orion Portfolio Solutions
Nebraska
$2.99M +$159K +930 +8%
IA
710
IFG Advisory
Georgia
$2.98M -$114K -669 -5%
BLAM
711
Bourne Lent Asset Management
New York
$2.96M
CIM
712
CIM Investment Management
Pennsylvania
$2.95M +$2.14M +12,555 New
PGFC
713
Peapack-Gladstone Financial Corp
New Jersey
$2.95M +$229K +1,341 +12%
HPWM
714
Highland Private Wealth Management
Washington
$2.94M +$499K +2,922 +30%
FTDI
715
First Trust Direct Indexing
Massachusetts
$2.94M +$2.13M +12,498 New
CWM
716
Circle Wealth Management
New Jersey
$2.93M +$430K +2,517 +25%
PAA
717
Peregrine Asset Advisers
Oregon
$2.89M -$2.76M -16,182 -57%
MSS
718
Mitchell Sinkler & Starr
Pennsylvania
$2.89M -$568K -3,330 -21%
WP
719
WealthPLAN Partners
Nebraska
$2.88M +$148K +870 +9%
IAIM
720
International Assets Investment Management
Florida
$2.88M -$247K -1,446 -11%
DBRC
721
D.B. Root & Company
Pennsylvania
$2.87M +$613K +3,594 +42%
NSAM
722
North Star Asset Management
Wisconsin
$2.86M +$258K +1,509 +14%
PFGIA
723
Patriot Financial Group Insurance Agency
Massachusetts
$2.85M +$1.02M +5,949 +97%
SAM
724
Silvercrest Asset Management
New York
$2.84M +$58.9K +345 +3%
ACA
725
Aptus Capital Advisors
Alabama
$2.83M +$902K +5,283 +78%