We are live on ! Find out more
CME icon

CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1001
Capital Analysts LLC
Pennsylvania
$6K – – –
FWM
1002
Focused Wealth Management
New York
$6K – – –
LWA
1003
Lenox Wealth Advisors
New York
$6K – – –
TFS
1004
TrustCore Financial Services
Tennessee
$6K – – –
RWM
1005
Raffa Wealth Management
District of Columbia
$5.19K – – –
SCA
1006
Stuart Chaussee & Associates
California
$5K -$6.17K -31 -53%
TSW
1007
Thompson Siegel & Walmsley
Virginia
$5K – – –
WB
1008
Webster Bank
Connecticut
$5K – – –
AA
1009
Ancora Advisors
Ohio
$5K +$1.19K +6 +24%
DWM
1010
Darwin Wealth Management
Florida
$5K +$6.37K +32 New
ATC
1011
Adirondack Trust Company
New York
$4K – – –
HIA
1012
Harbor Investment Advisory
Maryland
$4K – – –
GSWM
1013
Golden State Wealth Management
California
$4K +$4.98K +25 New
ME
1014
McIlrath & Eck
Washington
$4K +$5.17K +26 New
EWM
1015
EPG Wealth Management
Georgia
$3K -$10.2K -51 -73%
FCA
1016
FinTrust Capital Advisors
South Carolina
$3K – – –
LWANC
1017
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
LWA
1018
Lowe Wealth Advisors
Maryland
$2K -$995 -5 -29%
BFC
1019
Bedel Financial Consulting
Indiana
$2K – – –
FBT
1020
First Bank & Trust
South Dakota
$2K – – –
NSB
1021
Norway Savings Bank
Maine
$2K – – –
AP
1022
Arlington Partners
Alabama
$2K +$2.59K +13 New
EWM
1023
Elmwood Wealth Management
California
$1.13K +$1.39K +7 New
RFA
1024
Reilly Financial Advisors
California
$1K -$36.8K -185 -97%
APC
1025
Aspire Private Capital
North Carolina
$1K -$2.19K -11 -79%