We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
601
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$30.8K -194 -83%
PWMG
602
Prestige Wealth Management Group
New Jersey
$6K -$2.7K -17 -33%
AWM
603
AllSquare Wealth Management
New York
$6K
GRP
604
Global Retirement Partners
California
$6K
Kayne Anderson Rudnick Investment Management
605
Kayne Anderson Rudnick Investment Management
California
$6K
GWS
606
Glassman Wealth Services
Virginia
$6K +$635 +4 +12%
VCM
607
Versant Capital Management
Arizona
$5K -$8.42K -53 -61%
BA
608
Bellwether Advisors
Nebraska
$5K
SFP
609
Sterling Financial Planning
New Jersey
$5K
SCA
610
Stonebridge Capital Advisors
Minnesota
$5K
TFO
611
Tarbox Family Office
California
$5K
EW
612
Evoke Wealth
California
$5K +$3.65K +23 +209%
WPA
613
West Paces Advisors
Georgia
$4.85K +$5.08K +32 New
TAIM
614
TD Ameritrade Investment Management
Nebraska
$4K -$6.83K -43 -60%
CFA
615
Carroll Financial Associates
North Carolina
$4K -$3.02K -19 -39%
Jones Financial Companies
616
Jones Financial Companies
Missouri
$4K -$476 -3 -11%
EWA
617
Evolution Wealth Advisors
Florida
$3K
FHA
618
First Horizon Advisors
Tennessee
$3K
LFG
619
Larson Financial Group
Missouri
$3K
MCM
620
Manchester Capital Management
Vermont
$3K
SFSIG
621
San Francisco Sentry Investment Group
California
$3K
SB
622
Strategic Blueprint
Georgia
$3K +$2.7K +17 New
HC
623
Hoese & Co
Minnesota
$3K +$3.33K +21 New
RWM
624
Raffa Wealth Management
District of Columbia
$2.88K
SL
625
Savior LLC
Massachusetts
$2K -$5.08K -32 -73%