We are live on ! Find out more
WPM icon

Wheaton Precious Metals
WPM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
376
Winch Advisory Services
Wisconsin
$18K +$118 +3 +0.7%
IF
377
Ironwood Financial
Arizona
$14K – – –
SF
378
Synovus Financial
Georgia
$13K -$79 -2 -0.7%
KWM
379
Keebeck Wealth Management
Illinois
$13K +$11.8K +300 New
ZB
380
Zions Bancorporation
Utah
$12K – – –
OIA
381
Optimum Investment Advisors
Illinois
$12K +$2.71K +69 +35%
CWM
382
Cedar Wealth Management
California
$12K +$10.4K +265 New
BCA
383
Berman Capital Advisors
Georgia
$11K -$3.97K -101 -29%
FRA
384
Front Row Advisors
California
$11K – – –
GRP
385
Global Retirement Partners
California
$10K – – –
MA
386
MCF Advisors
Kentucky
$10K +$8.58K +218 New
SWM
387
Selective Wealth Management
Virginia
$9K -$11.8K -300 -60%
BBHC
388
Brown Brothers Harriman & Co
New York
$9K -$1.89K -48 -19%
IFAM
389
Institutional & Family Asset Management
Colorado
$9K -$551 -14 -6%
CHC
390
City Holding Co
West Virginia
$9K – – –
CCM
391
Cribstone Capital Management
Maine
$9K – – –
MPWT
392
MassMutual Private Wealth & Trust
Connecticut
$9K – – –
PMFA
393
Plante Moran Financial Advisors
Michigan
$9K – – –
CFN
394
Cordasco Financial Network
Florida
$9K +$39 +1 +0.5%
FP
395
Financial Perspectives
Minnesota
$8.5K +$1.97K +50 +35%
LWM
396
Lenox Wealth Management
Ohio
$8K – – –
EFSCE
397
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$3.46K +88 +93%
CAL
398
Capital Analysts LLC
Pennsylvania
$7K – – –
SIS
399
Sound Income Strategies
Florida
$7K +$5.9K +150 New
LGWM
400
Litman Gregory Wealth Management
California
$5K – – –
14 15
16
17 18