We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WT
401
Whittier Trust
California
$15K
CFSG
402
Community Financial Services Group
Vermont
$13K
FQ
403
First Quadrant
California
$13K
BFEC
404
Benjamin F. Edwards & Company
Missouri
$12K
WEC
405
Winslow Evans & Crocker
Massachusetts
$9.91K
UFA
406
US Financial Advisors
Massachusetts
$8K -$4.92K -120 -38%
OC
407
Oakworth Capital
Alabama
$8K
TFO
408
Tarbox Family Office
California
$8K +$8.21K +200 New
TSW
409
Thompson Siegel & Walmsley
Virginia
$7K +$7.18K +175 New
LWCFA
410
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K
ZB
411
Zions Bancorporation
Utah
$6K +$5.38K +131 New
CFA
412
CT Financial Advisors
Pennsylvania
$5.98K
S
413
SignatureFD
Georgia
$5K -$2.09K -51 -32%
LIA
414
LS Investment Advisors
Michigan
$5K
EFSCE
415
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$1.4K -34 -33%
AF
416
Allworth Financial
California
$3K
TFA
417
Transamerica Financial Advisors
Florida
$3K
SI
418
Sentry Investments
Ontario, Canada
$2.45K +$308K +7,500 +20%
TCM
419
Tradewinds Capital Management
Washington
$2K
Carson Wealth (CWM LLC)
420
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.64K +40 New
CAW
421
Cornerstone Advisors (Washington)
Washington
$2K +$2.05K +50 New
FAM
422
Formidable Asset Management
Ohio
$1K +$1.44K +35 New
RWM
423
Raffa Wealth Management
District of Columbia
$573
AL
424
AJO LP
Pennsylvania
-$18.9M -443,640 Closed
LCM
425
LVM Capital Management
Michigan
-$9.18M -215,875 Closed