We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FA
876
Financial Advantage
Maryland
$23K
PWMG
877
Prestige Wealth Management Group
New Jersey
$23K +$16.7K +463 +252%
RIM
878
Rockbridge Investment Management
New York
$23K +$23.5K +650 New
ClearBridge Investments
879
ClearBridge Investments
New York
$22K -$41.9K -1,161 -65%
BC
880
Bartlett & Co
Ohio
$22K -$4.77K -132 -18%
WB
881
Webster Bank
Connecticut
$22K
BWM
882
Baystate Wealth Management
Massachusetts
$22K +$145 +4 +0.7%
TFO
883
Tarbox Family Office
California
$22K +$12.8K +354 +139%
LF
884
Lee Financial
Texas
$22K +$21.7K +600 New
BCWM
885
Bartlett & Co Wealth Management
Ohio
$21.6K -$4.77K -132 -18%
SGAM
886
Smith Group Asset Management
Texas
$21K -$181 -5 -0.9%
RDWM
887
Red Door Wealth Management
Tennessee
$21K
AWA
888
Arkadios Wealth Advisors
Georgia
$20.3K -$8.63K -239 -30%
LWA
889
Lenox Wealth Advisors
New York
$20K -$4.01K -111 -17%
WAS
890
Winch Advisory Services
Wisconsin
$19K +$145 +4 +0.8%
CG
891
Cutler Group
California
$18K -$220K -6,080 -92%
AWM
892
Atticus Wealth Management
Florida
$18K -$4.84K -134 -21%
SC
893
Solstein Capital
California
$18K
LC
894
Lindbrook Capital
California
$17K -$19.2K -531 -53%
APWA
895
Atlas Private Wealth Advisors
New Jersey
$17K +$16.8K +466 New
CFD
896
Creative Financial Designs
Indiana
$17K +$16.9K +468 New
CI
897
CX Institutional
Indiana
$16K -$49.2K -1,363 -76%
TCCM
898
Timber Creek Capital Management
Massachusetts
$16K
PFBT
899
Parkside Financial Bank & Trust
Missouri
$14K -$11.2K -311 -44%
BWA
900
BDO Wealth Advisors
Florida
$14K -$8.6K -238 -38%