We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
F8IS
1076
Figure 8 Investment Strategies
Idaho
$5.1M -$236K -805 -5%
KWM
1077
Kingsview Wealth Management
Oregon
$5.09M +$49.3K +168 +1%
IA
1078
Icon Advisers
Colorado
$5.07M -$1.17M -4,000 -19%
PM
1079
Parametrica Management
Hong Kong
$5.07M +$587K +2,000 +14%
TPW
1080
Transatlantique Private Wealth
New York
$5.06M -$117K -400 -2%
GXJ
1081
Global X Japan
Japan
$5.05M -$817K -2,785 -14%
OC
1082
Opal Capital
Florida
$5.04M +$4.72M +16,101 New
HWAM
1083
Hennion & Walsh Asset Management
New Jersey
$5.04M +$147K +502 +3%
AWM
1084
Angeles Wealth Management
California
$5.03M +$795K +2,708 +20%
FMC
1085
First Merchants Corp
Indiana
$5.02M +$518K +1,766 +12%
BIM
1086
Baldwin Investment Management
Pennsylvania
$5.02M -$24.9K -85 -0.5%
AG
1087
Ascent Group
Virginia
$5M -$73.9K -252 -2%
CWM
1088
Circle Wealth Management
New Jersey
$4.99M -$255K -870 -5%
KWA
1089
Kingswood Wealth Advisors
California
$4.95M +$1.13M +3,837 +31%
GS
1090
GTS Securities
Florida
$4.94M -$1.39M -4,731 -23%
PCS
1091
Personal CFO Solutions
New Jersey
$4.94M +$127K +432 +3%
PCM
1092
Prelude Capital Management
New York
$4.92M -$1.72M -5,878 -27%
RFN
1093
RDA Financial Network
Iowa
$4.91M -$252K -860 -5%
MH
1094
Mishpacha Holdings
$4.89M +$4.72M +16,093 New
CNBTD
1095
Citizens National Bank Trust Department
Mississippi
$4.89M -$116K -397 -2%
ES
1096
Eagle Strategies
New York
$4.85M -$102K -348 -2%
SCM
1097
Stevens Capital Management
Pennsylvania
$4.85M -$18.8M -64,220 -80%
LOPW
1098
Live Oak Private Wealth
North Carolina
$4.85M -$2.29M -7,816 -33%
IAS
1099
Insigneo Advisory Services
Florida
$4.85M +$388K +1,323 +9%
CFP
1100
Cascade Financial Partners
California
$4.84M -$43.4K -148 -0.9%