We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
401
MassMutual Private Wealth & Trust
Connecticut
$5K +$480 +1 +11%
TFO
402
Tarbox Family Office
California
$4K – – –
JWA
403
JFS Wealth Advisors
Pennsylvania
$4K +$1.92K +4 +100%
LTI
404
Laffer Tengler Investments
Tennessee
$3.54K +$3.36K +7 New
ACM
405
AUA Capital Management
Pennsylvania
$3K – – –
FMP
406
Financial Management Professionals
Texas
$3K – – –
SC
407
Schubert & Co
Texas
$3K – – –
TJHA
408
Thomas J. Herzfeld Advisors
Florida
$3K – – –
CTC
409
Central Trust Company
Missouri
$3K +$2.88K +6 New
CI
410
Cordant Inc
Oregon
$3K +$2.88K +6 New
QC
411
Quent Capital
New York
$2K -$1.92K -4 -57%
AA
412
AlphaMark Advisors
Kentucky
$2K – – –
KFP
413
KB Financial Partners
New Jersey
$2K – – –
LIM
414
Longfellow Investment Management
Massachusetts
$2K – – –
SWM
415
Selective Wealth Management
Virginia
$2K – – –
DI
416
Disciplined Investments
Oklahoma
$2K +$1.44K +3 New
MCM
417
Manchester Capital Management
Vermont
$2K +$1.44K +3 New
ACK
418
Andrew C. Karlinski
$1K – – –
BWM
419
Baystate Wealth Management
Massachusetts
$1K – – –
CFB
420
Cullen/Frost Bankers
Texas
$1K – – –
GWS
421
Glassman Wealth Services
Virginia
$1K – – –
GI
422
Gradient Investments
Minnesota
$1K – – –
PP
423
Pacifica Partners
Canada
$1K – – –
SIC
424
SJS Investment Consulting
Ohio
$1K +$480 +1 New
SWA
425
Sutton Wealth Advisors
Florida
$507 -$480 -1 -50%