We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
301
Kingsview Wealth Management
Oregon
$5K
LWCFA
302
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
DAM
303
Delta Asset Management
Tennessee
$4K
SFS
304
Sowell Financial Services
Arkansas
$4K
PFGIA
305
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$1.88K +100 +100%
KPW
306
Kore Private Wealth
New York
$4K +$3.77K +200 New
RWB
307
RMR Wealth Builders
New Jersey
$4K +$4.71K +250 New
BFC
308
Bedel Financial Consulting
Indiana
$3K
HDIM
309
Hanson & Doremus Investment Management
Vermont
$3K
LC
310
Lindbrook Capital
California
$3K
SF
311
Synovus Financial
Georgia
$2K
MF
312
Manchester Financial
California
$2K +$1.62K +86 New
TFA
313
Toth Financial Advisory
Virginia
$2K +$1.88K +100 New
WLPWM
314
Walled Lake Planning & Wealth Management
Illinois
$2K +$1.88K +100 New
IA
315
IFP Advisors
Florida
$1K -$8.57K -455 -89%
BHWM
316
Bay Harbor Wealth Management
Maryland
$1K
S
317
SignatureFD
Georgia
$1K
SIAP
318
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K
CP
319
Corbenic Partners
Pennsylvania
$1K +$659 +35 New
QCG
320
Quadrant Capital Group
Ohio
$1K +$1.09K +58 New
ZB
321
Zions Bancorporation
Utah
$1K +$1.49K +79 New
WQ
322
Wealth Quarterback
New Jersey
$179 +$188 +10 New
PGAM
323
Princeton Global Asset Management
New Jersey
$2
SCA
324
Southpoint Capital Advisors
New York
-$80.7M -4,000,000 Closed
HLC
325
Hunt Lane Capital
New York
-$27.2M -1,350,000 Closed