We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1051
Winch Advisory Services
Wisconsin
$16K +$12.1K +150 +395%
TPWA
1052
TRUE Private Wealth Advisors
Oregon
$16K +$16.2K +200 New
TF
1053
TimeScale Financial
Massachusetts
$15K +$14.6K +180 New
IAS
1054
IMA Advisory Services
Colorado
$14K
BWM
1055
Baystate Wealth Management
Massachusetts
$13K +$81 +1 +0.7%
TFA
1056
Transamerica Financial Advisors
Florida
$13K +$11.8K +146 New
MF
1057
Manchester Financial
California
$13K +$12.9K +160 New
NCM
1058
New Capital Management
Texas
$12K
BWP
1059
Baldwin Wealth Partners
Massachusetts
$11K
FEG
1060
Financial Enhancement Group
Indiana
$10K
TFO
1061
Tarbox Family Office
California
$10K +$1.78K +22 +22%
TSW
1062
Thompson Siegel & Walmsley
Virginia
$9K
VCM
1063
Versant Capital Management
Arizona
$8K -$8.58K -106 -50%
ATC
1064
Adirondack Trust Company
New York
$8K
LWM
1065
Liberty Wealth Management
California
$8K
PFSC
1066
Peoples Financial Services Corp
Pennsylvania
$8K
TL
1067
TrueWealth LLC
Georgia
$8K
EWA
1068
Evolution Wealth Advisors
Florida
$8K +$7.45K +92 New
FRA
1069
Front Row Advisors
California
$7K
TWA
1070
TCI Wealth Advisors
Arizona
$7K +$2.43K +30 +50%
TA
1071
TCG Advisors
Texas
$7K +$3.97K +49 +148%
GC
1072
Globeflex Capital
California
$7K +$6.47K +80 New
SNT
1073
Security National Trust
West Virginia
$6K -$26.7K -330 -83%
EWM
1074
Executive Wealth Management
Michigan
$6K
LFG
1075
Larson Financial Group
Missouri
$6K