We are live on ! Find out more
DOCU

DocuSign

Name Holding Trade Value Shares
Change
Change in
Stake
LC
901
Lindbrook Capital
California
$85K +$22.1K +99 +49%
CI
902
CAZ Investments
Texas
$84K
SN
903
Sittner & Nelson
Oregon
$84K
FF
904
FourThought Financial
Florida
$84K +$55K +246 +447%
CYG
905
Clean Yield Group
Vermont
$84K +$67.1K +300 New
GRP
906
Global Retirement Partners
California
$74K -$6.71K -30 -10%
PWP
907
Personal Wealth Partners
Minnesota
$74K +$59.3K +265 New
JCM
908
Jacobi Capital Management
Pennsylvania
$68K
ATC
909
Adirondack Trust Company
New York
$66K
AWM
910
Avondale Wealth Management
Texas
$65K
MPWT
911
MassMutual Private Wealth & Trust
Connecticut
$65K +$40.9K +183 +373%
BWA
912
BDO Wealth Advisors
Florida
$62K +$4.47K +20 +10%
FRA
913
Front Row Advisors
California
$60K
TWA
914
TCI Wealth Advisors
Arizona
$59K +$10.1K +45 +27%
AJ
915
Ashburton (Jersey)
Jersey
$58K +$46.5K +208 New
CI
916
CX Institutional
Indiana
$56K
GCM
917
Gables Capital Management
Florida
$56K +$44.7K +200 New
MCM
918
MV Capital Management
Maryland
$56K +$44.7K +200 New
HFS
919
HBC Financial Services
Washington
$56K +$1.2M +5,350 +53,500%
CAL
920
Capital Analysts LLC
Pennsylvania
$55K -$5.59K -25 -11%
WP
921
WealthShield Partners
North Carolina
$54K -$44.7K -200 -51%
TCM
922
Tradewinds Capital Management
Washington
$54K -$5.59K -25 -12%
IFAM
923
Institutional & Family Asset Management
Colorado
$54K +$14.1K +63 +48%
TIM
924
Tortoise Investment Management
New York
$50K
TFA
925
Toth Financial Advisory
Virginia
$49K -$3.35K -15 -8%