We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1751
Channel Wealth
California
$442K +$16.4K +85 +4%
PCH
1752
PGIM Custom Harvest
New Jersey
$442K +$117K +604 +37%
FMWA
1753
Forvis Mazars Wealth Advisors
Missouri
$442K -$19.9K -103 -4%
SCP
1754
Stevens Capital Partners
Nebraska
$441K +$12.6K +65 +3%
WJWM
1755
Williams Jones Wealth Management
New York
$441K +$99.7K +515 +30%
GWSG
1756
GPS Wealth Strategies Group
Colorado
$440K +$118K +610 +38%
BCG
1757
Breakwater Capital Group
New Jersey
$438K -$2.9K -15 -0.7%
DIM
1758
Delta Investment Management
California
$435K +$3.1K +16 +0.7%
RSWM
1759
Robertson Stephens Wealth Management
California
$433K -$33.1K -171 -7%
BWA
1760
Bordeaux Wealth Advisors
California
$432K +$71K +367 +20%
MCC
1761
Money Concepts Capital
Florida
$431K +$94.3K +487 +29%
MWM
1762
Merriman Wealth Management
Washington
$429K +$16.3K +84 +4%
ACP
1763
Aviance Capital Partners
Florida
$428K -$52.4K -271 -11%
TIM
1764
Tortoise Investment Management
New York
$428K +$24.8K +128 +6%
CAMG
1765
CWA Asset Management Group
Florida
$427K -$54.6K -282 -12%
SBIA
1766
Sheaff Brock Investment Advisors
Indiana
$426K +$7.55K +39 +2%
LSA
1767
Lion Street Advisors
Texas
$425K -$88.3K -456 -17%
BW
1768
Bison Wealth
Georgia
$424K -$1.88M -9,733 -82%
IWP
1769
Invenio Wealth Partners
Florida
$424K
CAAS
1770
Capital Asset Advisory Services
Michigan
$424K +$32.7K +169 +9%
CIS
1771
Custom Index Systems
New York
$423K -$10.8K -56 -3%
LCM
1772
LCM Capital Management
Illinois
$421K +$413K +2,133 New
BLC
1773
Brown, Lisle/Cummings
Rhode Island
$421K -$19.4K -100 -4%
PGF
1774
Plan Group Financial
Oklahoma
$420K +$14.5K +75 +4%
AFP
1775
Ausdal Financial Partners
Iowa
$420K -$112K -577 -21%