We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
601
Keudell/Morrison Wealth Management
Oregon
$205K
PNAA
602
Pictet North America Advisors
Switzerland
$205K
NFP
603
Narus Financial Partners
Utah
$204K +$214K +5,200 New
JIP
604
Jaffetilchin Investment Partners
Florida
$200K -$327K -7,933 -61%
FCA
605
FinTrust Capital Advisors
South Carolina
$174K -$13K -316 -7%
LC
606
Lindbrook Capital
California
$170K +$17.6K +428 +11%
SPIA
607
Steward Partners Investment Advisory
New York
$167K +$176K +4,282 New
CQS
608
Credential Qtrade Securities
$167K +$206 +5 +0.1%
BPCA
609
Bank Pictet & Cie (Asia)
Singapore
$166K
FANJ
610
Financial Architects (New Jersey)
New Jersey
$159K
TC
611
Truvestments Capital
Florida
$153K +$156K +3,793 +3,545%
BCI
612
Brinker Capital Investments
Pennsylvania
$141K +$138K +3,341 +1,237%
ASN
613
Advisory Services Network
Georgia
$137K +$44.5K +1,082 +45%
SMFS
614
Squar Milner Financial Services
California
$136K +$131K +3,185 +1,138%
RFA
615
Reilly Financial Advisors
California
$130K
PAM
616
Paradigm Asset Management
New York
$128K
Mitsubishi UFJ Asset Management
617
Mitsubishi UFJ Asset Management
Japan
$127K +$134K +3,253 New
MAM
618
Marquette Asset Management
Minnesota
$121K
SSB
619
Sandy Spring Bank
Maryland
$117K
GFPC
620
Global Financial Private Capital
Florida
$116K +$118K +2,870 New
BBHC
621
Brown Brothers Harriman & Co
New York
$115K -$26.6K -645 -18%
EFSCE
622
Enterprise Financial Services Corp (EFSC)
Missouri
$115K +$7.86K +191 +7%
SIA
623
Sit Investment Associates
Minnesota
$114K
BAM
624
Belpointe Asset Management
Nevada
$107K -$29.6K -720 -21%
BCWM
625
Bartlett & Co Wealth Management
Ohio
$101K