We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1051
Heritage Financial Services
Massachusetts
– -$68K -147 Closed
CA
1052
CoreCap Advisors
Michigan
– -$59K -127 Closed
PFS
1053
Prospera Financial Services
Texas
– -$58K -124 Closed
APP
1054
Alpha Paradigm Partners
Illinois
– -$56K -120 Closed
AP
1055
Arlington Partners
Alabama
– -$50K -106 Closed
IIL
1056
Insight Inv LLC
California
– -$47K -100 Closed
WOSD
1057
WFA of San Diego
California
– -$30K -65 Closed
Jones Financial Companies
1058
Jones Financial Companies
Missouri
– -$29K -61 Closed
SN
1059
Sittner & Nelson
Oregon
– -$25K -54 Closed
CWM
1060
Curi Wealth Management
North Carolina
– -$18K -38 Closed
CWP
1061
Concord Wealth Partners
Virginia
– -$17K -36 Closed
CCM
1062
Chilton Capital Management
Texas
– -$16K -35 Closed
SSC
1063
Syverson Strege & Co
Iowa
– -$16K -35 Closed
IUHSA
1064
Itau Unibanco Holding S.A.
Brazil
– -$15K -33 Closed
RIM
1065
Rockbridge Investment Management
New York
– -$13.1K -28 Closed
GKIM
1066
GW&K Investment Management
Massachusetts
– -$9K -20 Closed
SBL
1067
Sargent Bickham Lagudis
Colorado
– -$9K -20 Closed
SFG
1068
Steward Financial Group
Texas
– -$8K -18 Closed
SIS
1069
Sound Income Strategies
Florida
– -$7K -16 Closed
TWP
1070
TFO Wealth Partners
Ohio
– -$7K -14 Closed
DWA
1071
Delos Wealth Advisors
Texas
– +$486 +1 New
OIA
1072
Optimum Investment Advisors
Illinois
– +$486 +1 New