We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
951
Institute for Wealth Management
Colorado
– -$397K -7,290 Closed
BCM
952
Boltwood Capital Management
California
– -$371K -6,805 Closed
EP
953
Eudaimonia Partners
Tennessee
– -$369K -6,780 Closed
NAM
954
NTV Asset Management
West Virginia
– -$361K -6,637 Closed
FANJ
955
Financial Architects (New Jersey)
New Jersey
– -$352K -6,460 Closed
PMG
956
ProVise Management Group
Florida
– -$350K -6,425 Closed
MM
957
MQS Management
New York
– -$338K -6,207 Closed
CW
958
CreativeOne Wealth
Kansas
– -$330K -6,066 Closed
GC
959
Gratus Capital
Georgia
– -$305K -5,601 Closed
NP
960
NorthRock Partners
Minnesota
– -$275K -5,046 Closed
GFS
961
GYL Financial Synergies
Connecticut
– -$274K -5,038 Closed
BRWM
962
B. Riley Wealth Management
Tennessee
– -$271K -4,981 Closed
EA
963
Eudaimonia Advisors
Tennessee
– -$262K -4,814 Closed
CWS
964
Confluence Wealth Services
Pennsylvania
– -$259K -4,759 Closed
MGIA
965
Moneta Group Investment Advisors
Missouri
– -$256K -4,702 Closed
TCBWMS
966
Texas Capital Bank Wealth Management Services
Texas
– -$256K -4,695 Closed
VWA
967
Visionary Wealth Advisors
Illinois
– -$249K -4,565 Closed
ER
968
Enlightenment Research
Florida
– -$244K -4,480 Closed
SW
969
SteelPeak Wealth
California
– -$241K -4,434 Closed
AMC
970
Asset Management Corp
Illinois
– -$241K -4,423 Closed
SW
971
Solidarity Wealth
Utah
– -$245K -4,270 Closed
CWM
972
Centric Wealth Management
Illinois
– -$228K -4,184 Closed
N
973
Natixis
France
– -$228K -4,181 Closed
EWA
974
EP Wealth Advisors
California
– -$227K -4,163 Closed
MFG
975
MidWestOne Financial Group
Iowa
– -$227K -4,160 Closed