We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WFI
951
West Family Investments
California
-$221K -849 Closed
EFS
952
Essex Financial Services
Connecticut
-$220K -845 Closed
PWM
953
Perigon Wealth Management
California
-$220K -844 Closed
SC
954
Sepio Capital
Utah
-$208K -801 Closed
SRC
955
Shufro Rose & Co
New York
-$210K -794 Closed
TCA
956
Transcend Capital Advisors
New Jersey
-$207K -794 Closed
ICP
957
Interchange Capital Partners
Pennsylvania
-$204K -784 Closed
CI
958
Conning Inc
Connecticut
-$203K -782 Closed
BM
959
Belfer Management
New York
-$202K -776 Closed
Envestnet Portfolio Solutions
960
Envestnet Portfolio Solutions
Illinois
-$201K -773 Closed
KSWWM
961
Keyes Stange & Wooten Wealth Management
Florida
-$201K -771 Closed
RDWM
962
Red Door Wealth Management
Tennessee
-$201K -771 Closed
WPC
963
Wedmont Private Capital
Pennsylvania
-$222K -752 Closed
MA
964
Mutual Advisors
Nebraska
-$217K -744 Closed
VFA
965
Valeo Financial Advisors
Indiana
-$170K -653 Closed
PS
966
Principal Securities
Iowa
-$160K -614 Closed
FFWM
967
Future Financial Wealth Management
Ohio
-$156K -600 Closed
CIAM
968
Caitong International Asset Management
Hong Kong
-$113K -436 Closed
AAM
969
Advisors Asset Management
Colorado
-$82.5K -317 Closed
QL
970
Quarry LP
New York
-$68.4K -263 Closed
GEA
971
Glen Eagle Advisors
New Jersey
-$52K -200 Closed
MG
972
Mather Group
Illinois
-$34.3K -132 Closed
RA
973
Rise Advisors
New York
-$25.5K -98 Closed
TIM
974
Tortoise Investment Management
New York
-$21.9K -84 Closed
PS
975
Pinney & Scofield
Massachusetts
-$13K -50 Closed