We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
651
Covington Capital Management
California
$3K +$2.78K +25 New
PP
652
Pacifica Partners
Canada
$3K +$2.78K +25 New
WPA
653
West Paces Advisors
Georgia
$2.35K – – –
BCWM
654
Bartlett & Co Wealth Management
Ohio
$2.35K +$2K +18 New
VRM
655
Vectors Research Management
New York
$2K -$1.11K -10 -34%
BFC
656
Bedel Financial Consulting
Indiana
$2K – – –
FMP
657
Financial Management Professionals
Texas
$2K – – –
ONST
658
Old North State Trust
North Carolina
$2K +$1.67K +15 New
AWM
659
AllSquare Wealth Management
New York
$2K +$1.78K +16 New
SFO
660
Standard Family Office
South Dakota
$2K +$1.78K +16 New
BC
661
Bartlett & Co
Ohio
$2K +$2K +18 New
KFS
662
Kelly Financial Services
Massachusetts
$1.3K +$1.11K +10 New
PFGIA
663
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$1.22K -11 -69%
NFSG
664
Newbridge Financial Services Group
Florida
$1K -$111 -1 -10%
HGWM
665
Harvest Group Wealth Management
Massachusetts
$1K – – –
TWA
666
TCI Wealth Advisors
Arizona
$1K – – –
TFM
667
TFC Financial Management
Massachusetts
$1K – – –
CWP
668
Concord Wealth Partners
Virginia
$1K +$555 +5 New
MCM
669
McMillion Capital Management
North Carolina
$1K +$555 +5 New
CWM
670
Curi Wealth Management
North Carolina
$1K +$889 +8 New
MLFP
671
MPS Loria Financial Planners
Illinois
$1K +$1.11K +10 New
GFPC
672
Global Financial Private Client
Florida
$912 +$778 +7 New
TI
673
tru Independence
Oregon
$1 +$889 +8 New
PI
674
Putnam Investments
Massachusetts
– -$155M -1,690,436 Closed
TCM
675
TimesSquare Capital Management
New York
– -$36.4M -397,400 Closed