We are live on ! Find out more
BR icon

Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
551
Geneos Wealth Management
Colorado
$36K +$99 +1 +0.3%
FC
552
Ferris Capital
Massachusetts
$36K +$33K +332 New
HWP
553
Hefty Wealth Partners
Indiana
$35K
AWM
554
AllSquare Wealth Management
New York
$34K -$4.17K -42 -12%
GAM
555
Gemmer Asset Management
California
$34K
CFA
556
Camarda Financial Advisors
Florida
$32K
IWM
557
IHT Wealth Management
Illinois
$31K
CIBC Private Wealth Group
558
CIBC Private Wealth Group
Georgia
$31K +$497 +5 +2%
TL
559
TrueWealth LLC
Georgia
$26K +$99 +1 +0.4%
WWMSC
560
Wagner Wealth Management (South Carolina)
South Carolina
$26K +$4.87K +49 +26%
OIA
561
Optimum Investment Advisors
Illinois
$26K +$23.1K +233 New
Twin Tree Management
562
Twin Tree Management
Texas
$25K -$953K -9,601 -98%
FPFS
563
First Personal Financial Services
North Carolina
$25K -$11.3K -114 -34%
CBOA
564
Commonwealth Bank of Australia
Australia
$24K
CIP
565
Convergence Investment Partners
Florida
$24K +$21.5K +217 New
VCM
566
Versant Capital Management
Arizona
$23K
BCWM
567
Bartlett & Co Wealth Management
Ohio
$22K +$19.9K +200 New
BC
568
Bartlett & Co
Ohio
$22K -$2.58K -26 -12%
HR
569
Howe & Rusling
New York
$22K
LNB
570
Ledyard National Bank
$22K
TCM
571
Tradewinds Capital Management
Washington
$22K
WF
572
WealthTrust Fairport
Ohio
$22K +$19.9K +200 New
OWA
573
One Wealth Advisors
California
$21K -$1.79K -18 -9%
FPB
574
First PREMIER Bank
South Dakota
$21K
GRP
575
Global Retirement Partners
California
$20K