We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1876
Edge Wealth Management
New York
$55K – – –
FAM
1877
Foresters Asset Management
Ontario, Canada
$51K – – –
LFG
1878
LifePlan Financial Group
Ohio
$51K +$55.3K +279 New
WA
1879
WealthTrust-Arizona
Arizona
$48K – – –
BBA
1880
Braun-Bostich & Associates
Pennsylvania
$48K +$7.93K +40 +18%
SFA
1881
Spectrum Financial Alliance
Kentucky
$48K +$52.3K +264 New
CIA
1882
Cascade Investment Advisors
Oregon
$44.3K – – –
AWM
1883
AllSquare Wealth Management
New York
$44K – – –
Loomis, Sayles & Company
1884
Loomis, Sayles & Company
Massachusetts
$44K – – –
SAM
1885
Shamrock Asset Management
Texas
$44K – – –
LGWM
1886
Litman Gregory Wealth Management
California
$44K +$47.4K +239 New
FRA
1887
Front Row Advisors
California
$40K -$1.43M -7,197 -97%
QT
1888
Quantbot Technologies
New York
$38K -$3.61M -18,216 -99%
JA
1889
JOYN Advisors
Georgia
$38K -$1.69M -8,542 -98%
GWA
1890
Guidant Wealth Advisors
Illinois
$36K +$1.98K +10 +5%
POIA
1891
Pin Oak Investment Advisors
Texas
$35K – – –
RAM
1892
Riggs Asset Management
Pennsylvania
$35K – – –
NIM
1893
NuWave Investment Management
New Jersey
$34K -$524K -2,642 -93%
APSP
1894
Asset Planning Services (Pennsylvania)
Pennsylvania
$33K -$108K -543 -75%
DSN
1895
D. Scott Neal
Kentucky
$33K – – –
ST
1896
Sageworth Trust
Pennsylvania
$33K – – –
PRS
1897
Pinkerton Retirement Specialists
Idaho
$30K – – –
LF
1898
Lee Financial
Texas
$30K +$32.5K +164 New
HWM
1899
Holloway Wealth Management
Florida
$29K – – –
SIAS
1900
Shine Investment Advisory Services
Colorado
$27K – – –