We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
451
TFC Financial Management
Massachusetts
$920 – – –
HNB
452
Huntington National Bank
Ohio
$836 -$44.7K -490 -98%
RWS
453
Retirement Wealth Solutions
Wisconsin
$836 +$913 +10 New
DPW
454
DiNuzzo Private Wealth
Pennsylvania
$785 +$91 +1 +13%
TPCW
455
TD Private Client Wealth
New York
$752 -$227K -2,484 -100%
SC
456
SouthState Corp
Florida
$752 -$365 -4 -31%
Kayne Anderson Rudnick Investment Management
457
Kayne Anderson Rudnick Investment Management
California
$752 – – –
TFA
458
Transamerica Financial Advisors
Florida
$752 +$822 +9 New
JWA
459
JFS Wealth Advisors
Pennsylvania
$669 -$2.1K -23 -74%
CH
460
Cromwell Holdings
Wyoming
$502 – – –
BFS
461
Bare Financial Services
Pennsylvania
$501 – – –
VWA
462
Valued Wealth Advisors
Utah
$335 +$91 +1 +33%
FFO
463
Fortitude Family Office
Arizona
$334 -$183 -2 -33%
HFS
464
Hughes Financial Services
Virginia
$296 – – –
GC
465
Gould Capital
Washington
$251 – – –
LCM
466
Logan Capital Management
Pennsylvania
$251 – – –
BHWM
467
Beaird Harris Wealth Management
Texas
$168 -$365 -4 -67%
BHWM
468
Bay Harbor Wealth Management
Maryland
$167 – – –
HIA
469
HFM Investment Advisors
New Jersey
$167 – – –
GA
470
Guerra Advisors
Florida
$167 +$183 +2 New
MCM
471
MV Capital Management
Maryland
$84 -$274 -3 -75%
RWM
472
Rialto Wealth Management
New York
$84 -$91 -1 -50%
1IA
473
1620 Investment Advisors
Massachusetts
$84 – – –
TIM
474
Tortoise Investment Management
New York
$84 – – –
Boston Partners
475
Boston Partners
Massachusetts
– -$171M -1,688,383 Closed