We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
626
Rockefeller Financial Services
New York
$41K
GWM
627
Gupta Wealth Management
California
$41K +$8.02K +90 +23%
JFA
628
JNBA Financial Advisors
Minnesota
$39K
WEC
629
Winslow Evans & Crocker
Massachusetts
$38.9K
TSW
630
Thompson Siegel & Walmsley
Virginia
$38K
BG
631
Bollard Group
Massachusetts
$37K +$178 +2 +0.5%
LWM
632
LBA Wealth Management
Florida
$35K -$35.6K -400 -50%
WTC
633
WhitTier Trust Company
Nevada
$35K
S
634
SignatureFD
Georgia
$35K +$445 +5 +1%
CFG
635
Citizens Financial Group
Rhode Island
$34K
FHA
636
First Horizon Advisors
Tennessee
$31K +$713 +8 +2%
KPCM
637
Kings Point Capital Management
New York
$28K
CK
638
Carnick & Kubik
Colorado
$28K +$29K +325 New
CFA
639
Carroll Financial Associates
North Carolina
$27K
JWA
640
JFS Wealth Advisors
Pennsylvania
$27K +$28.2K +316 New
AA
641
Apriem Advisors
California
$26K
GAM
642
Gemmer Asset Management
California
$24K +$2.85K +32 +13%
TDC
643
Thompson Davis & Co
Virginia
$23K -$7.84K -88 -25%
NFG
644
Next Financial Group
Texas
$23K
OC
645
Oakworth Capital
Alabama
$23K
MWM
646
MinichMacGregor Wealth Management
New York
$23K +$15.6K +175 +172%
FAM
647
Fred Alger Management
New York
$22K -$3.65K -41 -14%
DAM
648
Delta Asset Management
Tennessee
$22K
KTC
649
Kistler-Tiffany Companies
Pennsylvania
$22K +$6.68K +75 +43%
ED
650
Exane Derivatives
France
$20.3K +$20.9K +235 New