We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
1176
Mosaic Family Wealth
Missouri
$13K
THWM
1177
Taylor Hoffman Wealth Management
Virginia
$13K
CFD
1178
Creative Financial Designs
Indiana
$13K +$11.9K +80 New
OC
1179
Oakworth Capital
Alabama
$12K
PO
1180
Private Ocean
California
$12K
TAIM
1181
TD Ameritrade Investment Management
Nebraska
$12K +$3.12K +21 +40%
BI
1182
Bramshill Investments
Florida
$12K +$10.8K +73 New
MPWT
1183
MassMutual Private Wealth & Trust
Connecticut
$11.1K +$2.23K +15 +27%
IAS
1184
IMA Advisory Services
Colorado
$11K -$4.6K -31 -30%
MCM
1185
MV Capital Management
Maryland
$10K
PK
1186
Pflug Koory
Nebraska
$10K
FMP
1187
Financial Management Professionals
Texas
$10K +$9.79K +66 New
OBWP
1188
O'Brien Wealth Partners
Massachusetts
$10K +$9.79K +66 New
LGWM
1189
Litman Gregory Wealth Management
California
$9K
AC
1190
Avestar Capital
New York
$9K +$1.04K +7 +12%
WA
1191
WealthTrust-Arizona
Arizona
$8K
CJA
1192
C-J Advisory
California
$7K -$1.63K -11 -21%
AS
1193
Altshuler Shaham
Israel
$7K +$6.97K +47 New
BCI
1194
Brinker Capital Investments
Pennsylvania
$7K +$6.97K +47 New
AIM
1195
Anchor Investment Management
South Carolina
$6.68K
AWM
1196
AllSquare Wealth Management
New York
$6K
PSC
1197
Prentiss Smith & Co
Vermont
$6K
KL
1198
KWMG LLC
Kansas
$5K
LFG
1199
LifePlan Financial Group
Ohio
$4K
RBC
1200
Roble Belko & Company
Pennsylvania
$4K