We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1101
Achmea Investment Management
Netherlands
$26K – – –
CSWM
1102
Cassady Schiller Wealth Management
Ohio
$25.8K +$26K +177 New
DCBT
1103
Dakota Community Bank & Trust
North Dakota
$25K -$47.7K -325 -65%
GFPC
1104
Global Financial Private Client
Florida
$24.5K – – –
SWM
1105
Sugarloaf Wealth Management
Georgia
$23.1K – – –
FWM
1106
Focused Wealth Management
New York
$23K – – –
C
1107
Covestor
United Kingdom
$23K -$294 -2 -1%
CWP
1108
Concord Wealth Partners
Virginia
$22.5K +$22.8K +155 New
CPG
1109
Cornerstone Planning Group
New Jersey
$22.1K +$21.9K +149 New
AWM
1110
Accurate Wealth Management
Florida
$22.1K +$21.3K +145 New
CNBTD
1111
Citizens National Bank Trust Department
Mississippi
$22K – – –
IFS
1112
Intelligent Financial Strategies
Minnesota
$21.9K – – –
MLA
1113
MB, Levis & Associates
Pennsylvania
$21.8K +$22K +150 New
FRA
1114
Front Row Advisors
California
$21K -$1.76K -12 -8%
GWS
1115
Glassman Wealth Services
Virginia
$21K -$28.1K -191 -57%
EARNEST Partners
1116
EARNEST Partners
Georgia
$20.4K – – –
JWM
1117
Janiczek Wealth Management
Colorado
$20K -$43.5K -296 -69%
FPFS
1118
First Personal Financial Services
North Carolina
$19.2K – – –
AJ
1119
Ashburton (Jersey)
Jersey
$19K -$363K -2,472 -95%
PMFA
1120
Plante Moran Financial Advisors
Michigan
$18.3K – – –
BC
1121
Barrett & Company
Rhode Island
$18.2K – – –
TIM
1122
Tortoise Investment Management
New York
$17.3K – – –
BAAM
1123
Baker Avenue Asset Management
California
$17K +$17.2K +117 New
POIA
1124
Pin Oak Investment Advisors
Texas
$17K – – –
BWM
1125
Baystate Wealth Management
Massachusetts
$17K +$147 +1 +0.9%