We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
951
AllSquare Wealth Management
New York
$8K – – –
CCM
952
Copeland Capital Management
Pennsylvania
$8K – – –
LWCFA
953
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K – – –
TL
954
TrueWealth LLC
Georgia
$8K – – –
TFGT
955
TS Financial Group (TSFG)
Illinois
$8K – – –
GI
956
GS Investments
Minnesota
$7.59K – – –
FEG
957
Financial Enhancement Group
Indiana
$7K – – –
WPA
958
West Paces Advisors
Georgia
$6.83K – – –
KWA
959
KCS Wealth Advisory
California
$5.62K +$5.85K +37 New
OSAM
960
O'Shaughnessy Asset Management
Connecticut
$5K +$316 +2 +7%
FMTCOCP
961
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K – – –
MA
962
MCF Advisors
Kentucky
$3K – – –
AA
963
AlphaMark Advisors
Kentucky
$2K – – –
EWA
964
Evolution Wealth Advisors
Florida
$2K – – –
LFG
965
LifePlan Financial Group
Ohio
$2K – – –
SIS
966
Sound Income Strategies
Florida
$2K – – –
TCM
967
TD Capital Management
Tennessee
$2K – – –
WCG
968
Weaver Consulting Group
California
$2K – – –
WEC
969
Winslow Evans & Crocker
Massachusetts
$2K – – –
GWS
970
Glassman Wealth Services
Virginia
$2K +$474 +3 +38%
SWA
971
Sutton Wealth Advisors
Florida
$1.97K – – –
RWM
972
Raffa Wealth Management
District of Columbia
$1.37K +$1.42K +9 New
AA
973
Advisory Alpha
Michigan
$1.35K +$1.42K +9 New
Kayne Anderson Rudnick Investment Management
974
Kayne Anderson Rudnick Investment Management
California
$1K -$5.5M -34,808 -100%
CIR
975
Clear Investment Research
Georgia
$1K – – –