We are live on ! Find out more
MGA icon

Magna International

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
401
Bedel Financial Consulting
Indiana
$7K +$6.93K +124 New
RWP
402
RWA Wealth Partners
Massachusetts
$7K +$6.98K +125 New
WWM
403
Willingdon Wealth Management
North Carolina
$6K -$14K -250 -71%
VIA
404
Vantage Investment Advisors
Pennsylvania
$6K – – –
WT
405
Whittier Trust
California
$6K – – –
FBC
406
Fairfield, Bush & Co
Connecticut
$6K +$5.59K +100 New
CFG
407
Citizens Financial Group
Rhode Island
$6K +$5.92K +106 New
WDL
408
Well Done LLC
Michigan
$6K +$6.2K +111 New
EA
409
Edge Advisors
Georgia
$5K -$391 -7 -7%
SFSIG
410
San Francisco Sentry Investment Group
California
$5K – – –
CIP
411
Convergence Investment Partners
Florida
$5K +$5.03K +90 New
CPA
412
Clear Perspective Advisors
Illinois
$4K – – –
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.63K +65 New
JA
414
JOYN Advisors
Georgia
$4K +$4.41K +79 New
EWM
415
Endurance Wealth Management
Rhode Island
$3K – – –
TIM
416
Tortoise Investment Management
New York
$3K – – –
LFA
417
Legacy Financial Advisors
Kentucky
$3K +$335 +6 +12%
CFD
418
Creative Financial Designs
Indiana
$2K – – –
TCA
419
Tortoise Capital Advisors
Kansas
$2K – – –
WC
420
Whitnell & Co
Illinois
$2K – – –
GAM
421
Gemmer Asset Management
California
$2K +$2.07K +37 New
Lazard Asset Management
422
Lazard Asset Management
New York
$2K +$2.29K +41 New
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$1.92K +$1.9K +34 New
MA
424
MCF Advisors
Kentucky
$1K – – –
OC
425
Oakworth Capital
Alabama
$1K – – –