We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CMS
1351
Capital Market Strategies
Florida
$341K
WPW
1352
Watershed Private Wealth
Illinois
$341K
AF
1353
Aviso Financial
Ontario, Canada
$339K -$13.3K -72 -4%
PGIM
1354
Pacific Global Investment Management
California
$339K
SGCA
1355
Steel Grove Capital Advisors
Tennessee
$338K
QC
1356
Quent Capital
New York
$338K -$5.9K -32 -2%
BTWM
1357
Baker Tilly Wealth Management
Wisconsin
$337K -$440K -2,389 -58%
SWA
1358
Sax Wealth Advisors
New Jersey
$337K -$43.7K -237 -12%
WE
1359
Wealth Effects
Massachusetts
$336K -$18.4K -100 -5%
LI
1360
Lafayette Investments
Maryland
$335K +$14K +76 +5%
SIA
1361
Sit Investment Associates
Minnesota
$335K -$82K -445 -21%
MPM
1362
MBB Public Markets
Illinois
$334K -$5.57M -30,224 -95%
KA
1363
Klingman & Associates
New York
$333K +$314K +1,704 New
Dodge & Cox
1364
Dodge & Cox
California
$332K
WIM
1365
Wittenberg Investment Management
Massachusetts
$331K
DM
1366
Deerfield Management
New York
$329K -$1.55M -8,395 -83%
FIA
1367
Foundations Investment Advisors
Arizona
$328K -$4.79K -26 -2%
BCM
1368
BTC Capital Management
Iowa
$327K -$162K -877 -34%
IPW
1369
Inlet Private Wealth
Florida
$326K
VA
1370
Valmark Advisers
Ohio
$324K +$7.74K +42 +3%
BJL
1371
Brighton Jones LLC
Washington
$323K -$758K -4,112 -71%
EWM
1372
Empirical Wealth Management
Washington
$322K +$11.1K +60 +4%
PFGIA
1373
Patriot Financial Group Insurance Agency
Massachusetts
$321K -$8.66K -47 -3%
FWM
1374
FFT Wealth Management
Pennsylvania
$321K +$10.9K +59 +4%
SAM
1375
Secure Asset Management
Michigan
$321K +$303K +1,643 New