We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
551
West Branch Capital
Massachusetts
$6K – – –
MBFW
552
Morton Brown Family Wealth
Pennsylvania
$6K +$777 +16 +13%
TFA
553
Toth Financial Advisory
Virginia
$6K +$7.04K +145 New
KFS
554
Kelly Financial Services
Massachusetts
$5.87K – – –
WT
555
Washington Trust
Rhode Island
$5K – – –
TCWA
556
Ten Capital Wealth Advisors
Washington
$5K +$5.83K +120 New
ATC
557
Adirondack Trust Company
New York
$5K +$6.32K +130 New
ACM
558
Absolute Capital Management
Pennsylvania
$4.44K +$4.96K +102 New
MPWT
559
MassMutual Private Wealth & Trust
Connecticut
$4K -$34.1K -702 -88%
AWM
560
Ameliora Wealth Management
Switzerland
$4K +$4.86K +100 New
CWC
561
Carolinas Wealth Consulting
North Carolina
$3K – – –
QC
562
Quent Capital
New York
$3K – – –
CHC
563
City Holding Co
West Virginia
$2K -$4.13K -85 -60%
TIM
564
Tortoise Investment Management
New York
$2K – – –
WPWM
565
Western Pacific Wealth Management
Illinois
$2K – – –
MA
566
MCF Advisors
Kentucky
$2K +$2.72K +56 New
CT
567
Cambridge Trust
Massachusetts
$2K +$2.82K +58 New
PMFA
568
Plante Moran Financial Advisors
Michigan
$1K -$6.51K -134 -83%
EARNEST Partners
569
EARNEST Partners
Georgia
$1K – – –
NC
570
NewSquare Capital
Pennsylvania
$1K – – –
SIS
571
Sound Income Strategies
Florida
$1K – – –
SAM
572
Strategic Asset Management
Minnesota
$1K – – –
EWA
573
EverSource Wealth Advisors
Alabama
$1K +$340 +7 +39%
UFF
574
USA Financial Formulas
Michigan
$1K +$1.41K +29 New
MGIM
575
M&G Investment Management
United Kingdom
– -$7.05M -144,064 Closed