We are live on ! Find out more
DOCU

DocuSign

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
901
Sutton Wealth Advisors
Florida
$1.28K
RIM
902
Rockbridge Investment Management
New York
$1.09K -$2.29K -20 -67%
TFO
903
Tarbox Family Office
California
$1K -$1.03K -9 -47%
AWMS
904
Advocacy Wealth Management Services
Georgia
$1K
AFS
905
Annapolis Financial Services
Maryland
$1K
BHWM
906
Beaird Harris Wealth Management
Texas
$1K
BCH
907
Berkshire Capital Holdings
California
$1K
CAM
908
ClariVest Asset Management
California
$1K
FBT
909
First Bank & Trust
South Dakota
$1K
GCS
910
Gordian Capital (Singapore)
Singapore
$1K
HR
911
Howe & Rusling
New York
$1K
JMF
912
Johnson Midwest Financial
Iowa
$1K
KFI
913
Key Financial Inc
Pennsylvania
$1K
MWC
914
MBM Wealth Consultants
Missouri
$1K
SIC
915
SJS Investment Consulting
Ohio
$1K
TF
916
TimeScale Financial
Massachusetts
$1K
FFWM
917
Future Financial Wealth Management
Ohio
$1K +$574 +5 New
MAM
918
Marquette Asset Management
Minnesota
$1K +$574 +5 New
IUHSA
919
Itau Unibanco Holding S.A.
Brazil
$1K +$689 +6 New
EC
920
Elequin Capital
New York
$1K +$803 +7 New
BCMLT
921
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K +$1.15K +10 New
MFT
922
Moisand Fitzgerald Tamayo
Florida
$1K +$1.26K +11 New
KFS
923
Kelly Financial Services
Massachusetts
$428
WIM
924
Westside Investment Management
California
$7 +$574 +5 +8%
Arrowstreet Capital
925
Arrowstreet Capital
Massachusetts
-$128M -842,960 Closed