We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CMANY
451
Capital Management Associates (New York)
New York
$32K +$30.6K +500 New
TIM
452
Tortoise Investment Management
New York
$31K
AF
453
Allworth Financial
California
$30K +$28.6K +466 New
EI
454
Ellevest Inc
New York
$28K +$9.62K +157 +58%
Koshinski Asset Management
455
Koshinski Asset Management
Illinois
$27.2K
Loomis, Sayles & Company
456
Loomis, Sayles & Company
Massachusetts
$26K -$11.8K -192 -33%
FWM
457
Focused Wealth Management
New York
$26K
NSIM
458
North Star Investment Management
Illinois
$25K -$3.68K -60 -13%
EWA
459
EverSource Wealth Advisors
Alabama
$25K +$5.52K +90 +30%
IAS
460
IMA Advisory Services
Colorado
$24K
GIA
461
GHP Investment Advisors
Colorado
$24K +$23K +375 New
TFO
462
Tarbox Family Office
California
$23K -$14.3K -234 -40%
UB
463
UMB Bank
Missouri
$18K
WTC
464
WhitTier Trust Company
Nevada
$17K
TWA
465
TCI Wealth Advisors
Arizona
$16K
HWA
466
Heritage Wealth Advisors
Virginia
$15K
FPS
467
Fieldpoint Private Securities
Connecticut
$15K +$6.38K +104 +83%
TSWM
468
Tyler-Stone Wealth Management
Ohio
$14K
GWS
469
Glassman Wealth Services
Virginia
$14K +$1.17K +19 +9%
PFBT
470
Parkside Financial Bank & Trust
Missouri
$14K +$1.17K +19 +10%
KPCM
471
Kings Point Capital Management
New York
$13K
LFG
472
Larson Financial Group
Missouri
$13K
SAM
473
Strategic Asset Management
Minnesota
$13K
BCMLT
474
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K +$12.4K +202 New
T
475
TCWP
Ohio
$12K +$11.6K +189 New