We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
M
501
MOTCO
Texas
$5K – – –
SIS
502
Sound Income Strategies
Florida
$5K – – –
PFBT
503
Parkside Financial Bank & Trust
Missouri
$5K +$2.05K +24 +92%
TFGT
504
TS Financial Group (TSFG)
Illinois
$4K +$86 +1 +3%
OPS
505
Orion Portfolio Solutions
Nebraska
$3K -$2.14K -25 -45%
LC
506
Lindbrook Capital
California
$3K -$1.37K -16 -34%
BCA
507
Berman Capital Advisors
Georgia
$3K -$1.28K -15 -28%
SJIM
508
St. Johns Investment Management
Florida
$3K – – –
PFGIA
509
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$2.05K +24 +600%
WAMC
510
Western Asset Management Company
California
$3K +$2.39K +28 New
TWA
511
TCI Wealth Advisors
Arizona
$2K -$342 -4 -17%
EWA
512
Evolution Wealth Advisors
Florida
$2K +$2.14K +25 New
RIM
513
Rockbridge Investment Management
New York
$2K +$2.14K +25 New
RWM
514
Raffa Wealth Management
District of Columbia
$1.46K – – –
SWA
515
Sutton Wealth Advisors
Florida
$1.27K +$770 +9 +225%
EW
516
Evoke Wealth
California
$1K – – –
ZB
517
Zions Bancorporation
Utah
$1K – – –
BWM
518
BerganKDV Wealth Management
Minnesota
$1K +$770 +9 New
AAIM
519
Asset Advisors Investment Management
Georgia
$1K +$1.03K +12 New
PW
520
Price Wealth
Texas
$1K +$1.2K +14 New
ED
521
Exane Derivatives
France
$780 – – –
GEA
522
Glen Eagle Advisors
New Jersey
$488 +$86 +1 +25%
WIM
523
Westside Investment Management
California
$195 – – –
Renaissance Technologies
524
Renaissance Technologies
New York
– -$51.8M -691,039 Closed
GC
525
Greenvale Capital
United Kingdom
– -$15M -200,000 Closed