We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
451
Northwestern Mutual Wealth Management
Wisconsin
$5K +$971 +6 +24%
MF
452
Manchester Financial
California
$5K +$4.86K +30 New
TWA
453
TCI Wealth Advisors
Arizona
$4K -$1.29K -8 -28%
BL
454
Balentine LLC
Georgia
$4K – – –
GWM
455
Geneos Wealth Management
Colorado
$3K -$7.77K -48 -70%
FHA
456
Flagship Harbor Advisors
Massachusetts
$3K – – –
PMFA
457
Plante Moran Financial Advisors
Michigan
$3K – – –
SFSIG
458
San Francisco Sentry Investment Group
California
$3K – – –
GFPC
459
Global Financial Private Client
Florida
$2.58K +$2.43K +15 New
RIA
460
Realta Investment Advisors
Delaware
$2K -$14.6K -90 -87%
VFA
461
Valeo Financial Advisors
Indiana
$2K – – –
OSAM
462
O'Shaughnessy Asset Management
Connecticut
$2K +$1.46K +9 New
PFBT
463
Parkside Financial Bank & Trust
Missouri
$2K +$1.46K +9 New
TPCW
464
TD Private Client Wealth
New York
$1.72K +$1.62K +10 New
RWM
465
Raffa Wealth Management
District of Columbia
$1.55K – – –
CFA
466
Carroll Financial Associates
North Carolina
$1K – – –
CI
467
CX Institutional
Indiana
$1K – – –
GWS
468
Glassman Wealth Services
Virginia
$1K – – –
PWP
469
Personal Wealth Partners
Minnesota
$1K – – –
CA
470
CXI Advisors
Indiana
$1K +$647 +4 New
BAM
471
Bellevue Asset Management
Washington
$1K +$809 +5 New
WCM
472
Wealthcare Capital Management
Virginia
$1K +$1.13K +7 New
AA
473
Argent Advisors
Louisiana
$1K +$1.46K +9 New
GEA
474
Glen Eagle Advisors
New Jersey
$344 – – –
Capital International Investors
475
Capital International Investors
California
– -$38.6M -235,522 Closed