We are live on ! Find out more
DOCU

DocuSign
DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
W
676
WealthCollab
Washington
$22.1K +$3.68K +42 +18%
CIM
677
Contravisory Investment Management
Massachusetts
$21.4K – – –
CWM
678
CarsonAllaria Wealth Management
Illinois
$21.4K +$1.84K +21 +9%
PP
679
Pacifica Partners
Canada
$20.5K – – –
PA
680
PSI Advisors
Florida
$19.5K – – –
ATC
681
Adirondack Trust Company
New York
$19.1K – – –
MAS
682
MPWM Advisory Solutions
Georgia
$18.3K – – –
SIS
683
Strategic Investment Solutions
Illinois
$18.3K – – –
CFO
684
CVA Family Office
Colorado
$18.2K -$175 -2 -0.9%
GEA
685
Glen Eagle Advisors
New Jersey
$17.8K -$1.31K -15 -6%
MWA
686
Medallion Wealth Advisors
Connecticut
$16.9K – – –
TPCW
687
TD Private Client Wealth
New York
$16.9K +$263 +3 +1%
GBT
688
Grove Bank & Trust
Florida
$16.4K – – –
HPC
689
HM Payson & Co
Maine
$16.3K – – –
SA
690
SRH Advisors
Kansas
$16.3K – – –
SC
691
Stephens Consulting
Michigan
$16.3K – – –
SPM
692
Symmetry Peak Management
Pennsylvania
$16.3K +$17.5K +200 New
ACA
693
Atlas Capital Advisors
Wyoming
$15.9K +$17.1K +195 New
GWSG
694
GPS Wealth Strategies Group
Colorado
$15.9K +$2.28K +26 +15%
MG
695
Mather Group
Illinois
$15.1K – – –
MSG
696
Main Street Group
Virginia
$15.1K – – –
MA
697
Montag & Associates
Georgia
$15K -$1.4K -16 -8%
GA
698
GoalVest Advisory
New York
$14.7K – – –
PFBT
699
Parkside Financial Bank & Trust
Missouri
$14.3K +$6.13K +70 +66%
LI
700
LRI Investments
Florida
$13.9K – – –
26 27
28
29 30