We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EA
1201
Echo45 Advisors
California
$247K -$17.9K -107 -6%
BHWM
1202
Bar Harbor Wealth Management
New Hampshire
$247K -$1.67K -10 -0.6%
DPI
1203
Diversified Portfolios Inc
Michigan
$247K +$14K +84 +5%
PF
1204
Phoenix Financial
Israel
$247K +$19.1K +114 +8%
EFG
1205
Everhart Financial Group
Ohio
$247K +$39.3K +235 +16%
HHGA
1206
Halbert Hargrove Global Advisors
California
$246K -$2.34K -14 -0.8%
TIA
1207
Tiemann Investment Advisors
California
$246K
UCB
1208
United Community Bank
South Carolina
$245K
IPW
1209
Inlet Private Wealth
Florida
$245K
PFM
1210
Premier Fund Managers
United Kingdom
$244K -$4.86M -29,090 -95%
9WM
1211
9258 Wealth Management
Ohio
$244K
WPC
1212
Wedmont Private Capital
Pennsylvania
$243K -$69K -413 -20%
V
1213
VeraBank
Texas
$243K
BFG
1214
Berger Financial Group
Minnesota
$242K -$12.4K -74 -4%
FFA
1215
Founders Financial Alliance
North Carolina
$240K +$271K +1,621 New
SIC
1216
Sterling Investment Counsel
New York
$239K
TCA
1217
Transcend Capital Advisors
New Jersey
$238K -$11.5K -69 -4%
CI
1218
CX Institutional
Indiana
$238K +$21.4K +128 +9%
TAM
1219
Taurus Asset Management
New York
$237K
KP
1220
Keel Point
Alabama
$237K +$64.5K +386 +32%
SWM
1221
Stockman Wealth Management
Montana
$235K -$3.68K -22 -1%
PWMG
1222
Prestige Wealth Management Group
New Jersey
$233K +$24.6K +147 +10%
ACP
1223
Ashfield Capital Partners
California
$232K
HAIM
1224
Hunter Associates Investment Management
Pennsylvania
$232K +$262K +1,565 New
CA
1225
Clearstead Advisors
Ohio
$231K -$50.6K -303 -16%