We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1401
Aureus Asset Management
Massachusetts
– -$229K -975 Closed
PWPS
1402
Pinnacle Wealth Planning Services
Ohio
– -$226K -963 Closed
BFS
1403
Bickling Financial Services
Massachusetts
– -$225K -960 Closed
SDWMA
1404
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$223K -951 Closed
SRC
1405
Shufro Rose & Co
New York
– -$221K -944 Closed
FBC
1406
Fairfield, Bush & Co
Connecticut
– -$220K -936 Closed
WP
1407
WealthSource Partners
California
– -$219K -932 Closed
WAP
1408
Wealthcare Advisory Partners
Pennsylvania
– -$217K -927 Closed
KS
1409
Karpas Strategies
Connecticut
– -$217K -925 Closed
DIA
1410
Dana Investment Advisors
Wisconsin
– -$216K -921 Closed
CAWM
1411
Capital Advisors Wealth Management
Washington
– -$213K -908 Closed
VFA
1412
Valeo Financial Advisors
Indiana
– -$212K -905 Closed
BFA
1413
Beacon Financial Advisory
Ohio
– -$212K -904 Closed
WA
1414
Wealth Alliance
New York
– -$212K -901 Closed
IF
1415
Integrity Financial
Wyoming
– -$211K -900 Closed
FFG
1416
Fortem Financial Group
California
– -$211K -899 Closed
PP
1417
Patron Partners
Texas
– -$209K -893 Closed
CAM
1418
Congress Asset Management
Massachusetts
– -$207K -883 Closed
BAAM
1419
Baker Avenue Asset Management
California
– -$207K -882 Closed
TA
1420
Tectonic Advisors
Texas
– -$205K -874 Closed
GIA
1421
Guyasuta Investment Advisors
Pennsylvania
– -$202K -863 Closed
WFI
1422
West Family Investments
California
– -$202K -859 Closed
FHA
1423
Flagship Harbor Advisors
Massachusetts
– -$201K -856 Closed
DA
1424
Detalus Advisors
Missouri
– -$201K -855 Closed
MUMSS
1425
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$188K -800 Closed