We are live on ! Find out more
USFD icon

US Foods

Name Holding Trade Value Shares
Change
Change in
Stake
CFM
601
Cornerstone Financial Management
Massachusetts
$2.86K +$2.85K +38 New
NSIM
602
North Star Investment Management
Illinois
$2.49K +$2.48K +33 New
PWMG
603
Private Wealth Management Group
New Jersey
$2.41K – – –
SS
604
Sunbelt Securities
Texas
$2.41K -$4.88K -65 -67%
SEP
605
Signature Equity Partners
Ohio
$2.41K +$2.4K +32 New
CH
606
Cromwell Holdings
Wyoming
$2.33K – – –
KG
607
Kilter Group
New York
$2.26K -$601 -8 -21%
JFA
608
JNBA Financial Advisors
Minnesota
$2.03K +$2.03K +27 New
CI
609
CX Institutional
Indiana
$2K -$3.23K -43 -67%
FC
610
Financial Consulate
Maryland
$1.88K – – –
BHWM
611
Bay Harbor Wealth Management
Maryland
$1.88K +$826 +11 +79%
GSWM
612
Golden State Wealth Management
California
$1.81K – – –
FG
613
Fairman Group
Pennsylvania
$1.81K +$1.8K +24 New
NEWAS
614
N.E.W. Advisory Services
Wisconsin
$1.66K – – –
APW
615
Aventura Private Wealth
Florida
$1.58K – – –
SC
616
SouthState Corp
Florida
$1.58K – – –
PWA
617
Principia Wealth Advisory
Texas
$1.51K -$75 -1 -5%
RWM
618
Raffa Wealth Management
District of Columbia
$1.36K – – –
MA
619
Montag & Associates
Georgia
$1.27K -$75 -1 -6%
OC
620
Optima Capital
Oregon
$1.21K +$1.2K +16 New
TCM
621
Triumph Capital Management
Colorado
$1.21K +$1.2K +16 New
HIA
622
HFM Investment Advisors
New Jersey
$1.05K -$75 -1 -7%
AW
623
Avion Wealth
Texas
$1K +$601 +8 +133%
1CP
624
1015 Capital Partners
Pennsylvania
$979 +$976 +13 New
S
625
Sachetta
Massachusetts
$904 – – –