We are live on ! Find out more
DOCU

DocuSign
DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
651
Rehmann Capital Advisory Group
Michigan
$278K -$65K -313 -20%
CCM
652
Coldstream Capital Management
Washington
$276K -$742K -3,573 -74%
PFA
653
Pinnacle Family Advisors
Missouri
$276K -$70.2K -338 -21%
PGWM
654
Parisi Gray Wealth Management
New Jersey
$276K +$267K +1,284 New
NFG
655
Nations Financial Group
Iowa
$275K +$265K +1,277 New
FNBOO
656
First National Bank of Omaha
Nebraska
$274K -$58.5K -282 -18%
CGH
657
Crossmark Global Holdings
Texas
$271K -$4.15K -20 -2%
FPCP
658
Fort Point Capital Partners
California
$269K -$391K -1,886 -60%
LCP
659
Legacy Capital Partners
Wisconsin
$269K -$72.6K -350 -22%
EWM
660
Empirical Wealth Management
Washington
$268K -$111K -534 -30%
BCM
661
Beck Capital Management
Texas
$264K -$225K -1,084 -47%
MAWCM
662
Mine & Arao Wealth Creation & Management
California
$258K – – –
CAM
663
Congress Asset Management
Massachusetts
$256K -$10.4K -50 -4%
WA
664
Wealth Architects
California
$254K -$51.5K -248 -17%
BCA
665
Bay Colony Advisors
Massachusetts
$254K +$245K +1,180 New
BCWM
666
Blue Chip Wealth Management
Florida
$254K +$245K +1,180 New
AFP
667
Ausdal Financial Partners
Iowa
$253K +$244K +1,175 New
AAM
668
Aureus Asset Management
Massachusetts
$251K -$186K -897 -44%
CG
669
Caprock Group
Idaho
$250K -$248K -1,193 -51%
PP
670
PDS Planning
Ohio
$250K -$6.23K -30 -3%
EI
671
Ellevest Inc
New York
$250K +$91.7K +442 +61%
BSW
672
Buckingham Strategic Wealth
Missouri
$250K +$241K +1,163 New
MLFP
673
MPS Loria Financial Planners
Illinois
$248K -$41.5K -200 -15%
SCM
674
Southport Capital Management
Tennessee
$248K +$239K +1,152 New
RA
675
RFG Advisory
Alabama
$245K -$13.1K -63 -5%
25 26
27
28 29