We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
901
Keudell/Morrison Wealth Management
Oregon
$556K -$235 -2 -0%
MYAM
902
Meiji Yasuda Asset Management
Japan
$554K
SF
903
Symphony Financial
Texas
$554K +$117 +1 +0%
PGA
904
Portland Global Advisors
Maine
$548K
PCH
905
PGIM Custom Harvest
New Jersey
$546K
TF
906
Trek Financial
Arizona
$546K +$118K +1,005 +26%
GWM
907
Greenwich Wealth Management
Connecticut
$545K +$349K +2,975 +156%
BOPW
908
Brandywine Oak Private Wealth
Pennsylvania
$542K -$28.9K -246 -5%
FANJ
909
Financial Architects (New Jersey)
New Jersey
$541K +$3.29K +28 +0.6%
PWP
910
Principle Wealth Partners
Connecticut
$540K +$33.1K +282 +6%
PCM
911
Perritt Capital Management
Illinois
$539K +$31.1K +265 +6%
CST
912
Charles Schwab Trust
Nevada
$536K +$56.6K +482 +11%
EFSCE
913
Enterprise Financial Services Corp (EFSC)
Missouri
$535K +$161K +1,368 +40%
EWA
914
Exencial Wealth Advisors
Oklahoma
$534K -$406K -3,458 -42%
KP
915
Keel Point
Alabama
$534K +$2.94K +25 +0.5%
ZIM
916
Zacks Investment Management
Illinois
$531K -$235 -2 -0%
PFGIA
917
Patriot Financial Group Insurance Agency
Massachusetts
$528K +$87K +741 +19%
HCM
918
Hollencrest Capital Management
California
$526K -$9.16K -78 -2%
SIMM
919
Stillwater Investment Management (Minnesota)
Minnesota
$525K +$1.64K +14 +0.3%
GI
920
Gradient Investments
Minnesota
$521K -$16.1K -137 -3%
WAS
921
WESPAC Advisors SoCal
California
$520K +$117 +1 +0%
PNC
922
Park National Corp
Ohio
$519K -$52K -443 -9%
HCM
923
HMS Capital Management
Tennessee
$511K +$30.4K +259 +6%
LSPW
924
Lake Street Private Wealth
Illinois
$510K -$36K -307 -6%
SGAM
925
Smith Group Asset Management
Texas
$509K +$70.4K +600 +15%