We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DPW
601
DiNuzzo Private Wealth
Pennsylvania
$482 -$144 -2 -22%
Montag & Associates
602
Montag & Associates
Georgia
$482 – – –
CAC
603
Core Alternative Capital
Georgia
$481 -$2.51K -35 -83%
PPWM
604
PFG Private Wealth Management
Florida
$481 – – –
Washington Trust
605
Washington Trust
Rhode Island
$481 – – –
BHWM
606
Beaird Harris Wealth Management
Texas
$344 – – –
CWC
607
Carolinas Wealth Consulting
North Carolina
$344 – – –
WWM
608
Wolff Wiese Magana
California
$344 – – –
FG
609
Fairman Group
Pennsylvania
$275 – – –
HWA
610
HHM Wealth Advisors
Tennessee
$275 – – –
TWD
611
True Wealth Design
Ohio
$207 +$72 +1 +50%
TIM
612
Tortoise Investment Management
New York
$137 – – –
Bartlett & Co Wealth Management
613
Bartlett & Co Wealth Management
Ohio
$137 +$144 +2 New
EWP
614
Elevation Wealth Partners
California
$75 – – –
Gradient Investments
615
Gradient Investments
Minnesota
$69 – – –
GI
616
GS Investments
Minnesota
$69 – – –
RG
617
Retirement Group
California
$69 – – –
SWA
618
SOA Wealth Advisors
New York
$69 – – –
WestEnd Advisors
619
WestEnd Advisors
North Carolina
$69 – – –
AF
620
Advisornet Financial
Minnesota
$10 -$1.44K -20 Closed
DWM
621
Dogwood Wealth Management
Kansas
$1 – – –
Natixis
622
Natixis
France
– -$25.1M -309,494 Closed
Polar Asset Management Partners
623
Polar Asset Management Partners
Ontario, Canada
– -$19.1M -235,300 Closed
Aquatic Capital Management
624
Aquatic Capital Management
Illinois
– -$14.1M -173,400 Closed
2
625
2Xideas
Switzerland
– -$13.6M -167,402 Closed