We are live on ! Find out more
FDS icon

Factset
FDS

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
751
Hemington Wealth Management
Virginia
$21K +$2.85K +6 +16%
KI
752
Kapitalo Investimentos
Brazil
$20.7K +$20.4K +43 New
WPWM
753
Western Pacific Wealth Management
Illinois
$20.2K – – –
CT
754
Colonial Trust
South Carolina
$18.3K – – –
CA
755
Centerpoint Advisors
Massachusetts
$18K – – –
WWP
756
WR Wealth Planners
Missouri
$17.8K – – –
UB
757
UMB Bank
Missouri
$17.8K +$8.55K +18 +95%
GWM
758
Geneos Wealth Management
Colorado
$16.3K +$475 +1 +3%
ME
759
McIlrath & Eck
Washington
$15.8K – – –
OPTFSNA
760
Old Point Trust & Financial Services N A
Virginia
$15.8K – – –
TPCW
761
TD Private Client Wealth
New York
$15.8K +$475 +1 +3%
BOJHT
762
Bank of Jackson Hole Trust
Wyoming
$15.8K +$15.7K +33 New
AEPWM
763
Atlantic Edge Private Wealth Management
Florida
$15.4K – – –
WTFG
764
Wood Tarver Financial Group
Idaho
$15K +$15.2K +32 New
KFI
765
Key Financial Inc
Pennsylvania
$14.4K – – –
CMBA
766
C.M. Bidwell & Associates
Hawaii
$13.9K – – –
LC
767
Lindbrook Capital
California
$13.9K +$4.28K +9 +45%
PSB
768
Piscataqua Savings Bank
New Hampshire
$13.9K – – –
GIA
769
GHP Investment Advisors
Colorado
$13.4K – – –
WBC
770
West Branch Capital
Massachusetts
$13.4K – – –
SC
771
Stephens Consulting
Michigan
$13K – – –
STB
772
S&T Bank
Pennsylvania
$13K +$12.8K +27 New
JFGIW
773
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.8K – – –
AIM
774
Anchor Investment Management
South Carolina
$12.5K – – –
GKIM
775
GW&K Investment Management
Massachusetts
$12K – – –
29 30
31
32 33