We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1801
Parkside Financial Bank & Trust
Missouri
$1.96M +$73.6K +356 +4%
WAM
1802
WealthTrust Asset Management
Florida
$1.96M -$170K -821 -8%
BAM
1803
Beaumont Asset Management
Texas
$1.95M +$66.8K +323 +3%
CSPIA
1804
Cary Street Partners Investment Advisory
Virginia
$1.95M +$833K +4,031 +69%
RIA
1805
Regal Investment Advisors
Michigan
$1.95M +$67K +324 +3%
AFG
1806
Alterity Financial Group
Maine
$1.94M +$2.04M +9,864 New
TWM
1807
Tolleson Wealth Management
Texas
$1.94M -$133K -642 -6%
KCM
1808
Karp Capital Management
California
$1.93M -$131K -635 -6%
CWM
1809
Cordatus Wealth Management
Pennsylvania
$1.93M +$7.23K +35 +0.4%
RIA
1810
Realta Investment Advisors
Delaware
$1.92M -$125K -604 -6%
BS
1811
Boenning & Scattergood
Pennsylvania
$1.92M -$67.4K -326 -3%
MSFP
1812
Mark Sheptoff Financial Planning
Connecticut
$1.92M -$82.7K -400 -4%
ECG
1813
Edge Capital Group
Georgia
$1.92M -$8.06K -39 -0.4%
NHC
1814
Nicholas Hoffman & Company
Georgia
$1.91M -$9.09K -44 -0.5%
SFP
1815
Sandbox Financial Partners
Maryland
$1.91M -$90.5K -438 -4%
WIC
1816
Wilkins Investment Counsel
Massachusetts
$1.9M +$25.8K +125 +1%
GTAM
1817
Global Trust Asset Management
Florida
$1.9M -$447K -2,163 -18%
SHWM
1818
Silicon Hills Wealth Management
Texas
$1.9M – – –
EWG
1819
Executive Wealth Group
Washington
$1.9M +$207 +1 +0%
EWM
1820
Elite Wealth Management
Washington
$1.9M -$37.2K -180 -2%
MMC
1821
Mizuho Markets Cayman
Cayman Islands
$1.89M +$413K +1,997 +26%
PWMG
1822
Prestige Wealth Management Group
New Jersey
$1.89M +$5.58K +27 +0.3%
FFS
1823
Founders Financial Securities
Maryland
$1.89M +$43.6K +211 +2%
FWM
1824
ForthRight Wealth Management
Georgia
$1.89M – – –
LD
1825
Lipe & Dalton
New York
$1.89M – – –
71 72
73
74 75