We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
851
Baystate Wealth Management
Massachusetts
$31K – – –
SWA
852
Sutton Wealth Advisors
Florida
$30K +$537 +2 +2%
RA
853
Resolute Advisors
California
$30K – – –
TFM
854
TFC Financial Management
Massachusetts
$30K – – –
DKCM
855
Davidson Kempner Capital Management
New York
$29K – – –
FAM
856
Fred Alger Management
New York
$26K – – –
MWM
857
Mascoma Wealth Management
New Hampshire
$26K +$24.7K +92 New
TFO
858
Tarbox Family Office
California
$25K -$1.07K -4 -4%
KIG
859
Kowal Investment Group
Wisconsin
$25K +$23.1K +86 New
TF
860
Tompkins Financial
New York
$24K +$22.6K +84 New
EW
861
Evoke Wealth
California
$22K -$2.42K -9 -10%
BWA
862
BDO Wealth Advisors
Florida
$22K – – –
DOA
863
D'Orazio & Associates
Virginia
$21K +$19.3K +72 New
NC
864
NewSquare Capital
Pennsylvania
$21K +$20.1K +75 New
IPW
865
IronBridge Private Wealth
Texas
$20K – – –
CFO
866
CVA Family Office
Colorado
$19K -$85.7K -319 -78%
MPWT
867
MassMutual Private Wealth & Trust
Connecticut
$19K -$1.07K -4 -6%
SIM
868
Sonora Investment Management
Arizona
$19K – – –
BIA
869
Bell Investment Advisors
California
$19K +$17.7K +66 New
CTB
870
Country Trust Bank
Illinois
$17K +$16.1K +60 New
PWMG
871
Prestige Wealth Management Group
New Jersey
$16K – – –
CWP
872
Concord Wealth Partners
Virginia
$15K -$14.8K -55 -51%
CYG
873
Clean Yield Group
Vermont
$15K – – –
CWC
874
Carolinas Wealth Consulting
North Carolina
$14K – – –
CFD
875
Creative Financial Designs
Indiana
$14K – – –