We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
451
TD Ameritrade Investment Management
Nebraska
$15K – – –
TF
452
Tompkins Financial
New York
$15K – – –
JCM
453
Jacobi Capital Management
Pennsylvania
$14K -$9.2K -130 -39%
PCG
454
Private Capital Group
Connecticut
$14K -$1.91K -27 -12%
LJHT
455
Laurie J. Hall Trustee
$13K -$3.96K -56 -23%
FMP
456
Financial Management Professionals
Texas
$13K – – –
HI
457
Hudock Inc
Pennsylvania
$13K – – –
MPWT
458
MassMutual Private Wealth & Trust
Connecticut
$13K +$4.04K +57 +44%
RWM
459
Raffa Wealth Management
District of Columbia
$13K +$1.49K +21 +13%
IF
460
Ironwood Financial
Arizona
$12K -$2.55K -36 -18%
Jones Financial Companies
461
Jones Financial Companies
Missouri
$12K -$566 -8 -5%
BFC
462
Bedel Financial Consulting
Indiana
$12K -$142 -2 -1%
FWM
463
Filbrandt Wealth Management
Wisconsin
$12K – – –
RFA
464
Reilly Financial Advisors
California
$12K +$3.19K +45 +37%
GWSG
465
GPS Wealth Strategies Group
Colorado
$12K +$12.6K +178 New
Lazard Asset Management
466
Lazard Asset Management
New York
$11K -$56.3K -795 -83%
PO
467
Private Ocean
California
$11K -$5.52K -78 -33%
WB
468
Webster Bank
Connecticut
$11K -$2.41K -34 -18%
COCM
469
Charter Oak Capital Management
New Hampshire
$11K – – –
CSPIA
470
Cary Street Partners Investment Advisory
Virginia
$11K +$10.9K +154 New
EP
471
Eudaimonia Partners
Tennessee
$11K +$11.5K +163 New
BCA
472
Berman Capital Advisors
Georgia
$10K – – –
IBOK
473
Independence Bank of Kentucky
Kentucky
$10K – – –
PWMG
474
Prestige Wealth Management Group
New Jersey
$10K – – –
TSW
475
Thompson Siegel & Walmsley
Virginia
$8K -$14.9K -211 -65%