We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
501
Strategic Wealth Partners
Ohio
$1.86K – – –
FDW
502
Fourth Dimension Wealth
Ohio
$1.83K – – –
CCMI
503
Creative Capital Management Investments
California
$1.74K +$1.62K +61 New
NL
504
NVWM LLC
Pennsylvania
$1.66K – – –
BHWM
505
Bay Harbor Wealth Management
Maryland
$1.63K +$372 +14 +33%
JWM
506
JPL Wealth Management
Colorado
$1.54K +$1.44K +54 New
T
507
Tidemark
California
$1.51K – – –
HWP
508
Highline Wealth Partners
California
$1.49K – – –
CLOS
509
Compagnie Lombard Odier SCmA
Switzerland
$1.43K – – –
FC
510
Fairscale Capital
New Hampshire
$1.43K – – –
AEPWM
511
Atlantic Edge Private Wealth Management
Florida
$1.43K +$1.33K +50 New
WIM
512
Westside Investment Management
California
$1.37K – – –
SHIM
513
Stone House Investment Management
Pennsylvania
$1.37K +$213 +8 +20%
RF
514
Rossby Financial
Florida
$1.37K +$532 +20 +71%
FPF
515
First Pacific Financial
Washington
$1.31K – – –
TPCW
516
TD Private Client Wealth
New York
$1.23K – – –
TFA
517
Transamerica Financial Advisors
Florida
$1.23K +$479 +18 +72%
VNA
518
Valley National Advisers
Pennsylvania
$1.17K +$1.09K +41 New
SIC
519
Salem Investment Counselors
North Carolina
$1.14K – – –
MWM
520
Mosley Wealth Management
California
$1.14K +$1.06K +40 New
SC
521
SouthState Corp
Florida
$1.03K +$160 +6 +20%
Bessemer Group
522
Bessemer Group
New Jersey
$1K – – –
CTB
523
Country Trust Bank
Illinois
$1K – – –
WFA
524
West Financial Advisors
Iowa
$972 +$904 +34 New
PS
525
PayPay Securities
Japan
$943 -$346 -13 -28%