We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1376
Peak Asset Management
Colorado
$608K
IAM
1377
Ion Asset Management
Israel
$608K +$531K +3,500 New
BA
1378
Bristlecone Advisors
Washington
$608K
LSA
1379
Leonteq Securities AG
Switzerland
$606K -$4.18M -27,567 -89%
PP
1380
Prudential plc
United Kingdom
$603K -$106K -696 -17%
CFO
1381
CVA Family Office
Colorado
$602K -$30.3K -200 -5%
BFG
1382
Berger Financial Group
Minnesota
$602K +$34K +224 +7%
IIC
1383
Ironwood Investment Counsel
Arizona
$602K
KWMG
1384
King Wealth Management Group
Florida
$601K +$9.25K +61 +2%
CPP
1385
Capasso Planning Partners
South Carolina
$600K +$524K +3,453 New
WT
1386
Washington Trust
Rhode Island
$599K +$11.7K +77 +2%
BL
1387
Balentine LLC
Georgia
$599K -$10.1M -66,720 -95%
PWP
1388
Phillips Wealth Planners
Mississippi
$597K -$40K -264 -8%
BOM
1389
Bank of Marin
California
$592K +$231K +1,526 +81%
EPAM
1390
Euro Pacific Asset Management
Puerto Rico
$590K +$37.5K +247 +8%
KWM
1391
Kolinsky Wealth Management
New Jersey
$590K +$146K +963 +40%
MA
1392
MJP Associates
Connecticut
$589K +$37.2K +245 +8%
CA
1393
Continuum Advisory
Idaho
$587K +$11.5K +76 +2%
MA
1394
MONECO Advisors
Connecticut
$583K +$30.3K +200 +6%
SAA
1395
Southeast Asset Advisors
Georgia
$583K +$509K +3,355 New
JIC
1396
Joel Isaacson & Co
New York
$583K +$46.3K +305 +10%
CCG
1397
Catalina Capital Group
California
$582K +$41.6K +274 +9%
DP
1398
Dearborn Partners
Illinois
$581K -$15.8K -104 -3%
RIA
1399
Regal Investment Advisors
Michigan
$579K +$505K +3,330 New
NB
1400
NBT Bank
New York
$578K -$72.1K -475 -12%