We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
676
MV Capital Management
Maryland
$7K +$817 +12 +13%
BIA
677
Bell Investment Advisors
California
$7K +$1.23K +18 +22%
CFRPA
678
Castle Financial & Retirement Planning Associates
New Jersey
$7K +$8.58K +126 New
IPW
679
IronBridge Private Wealth
Texas
$6K
VNA
680
Valley National Advisers
Pennsylvania
$6K
BHWM
681
Beaird Harris Wealth Management
Texas
$6K +$6.13K +90 New
CYG
682
Clean Yield Group
Vermont
$6K +$6.13K +90 New
CFD
683
Creative Financial Designs
Indiana
$5K
LWCFA
684
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
SWA
685
Sutton Wealth Advisors
Florida
$4.2K
FNBOSM
686
First National Bank of South Miami
Florida
$4K
ZB
687
Zions Bancorporation
Utah
$4K +$1.23K +18 +40%
TC
688
TAP Consulting
Missouri
$4K +$4.09K +60 New
RWM
689
Raffa Wealth Management
District of Columbia
$3.15K
DI
690
Disciplined Investments
Oklahoma
$3K
Lazard Asset Management
691
Lazard Asset Management
New York
$3K
SC
692
Schubert & Co
Texas
$3K +$2.45K +36 New
BWM
693
Baystate Wealth Management
Massachusetts
$3K +$3.06K +45 New
BWA
694
BDO Wealth Advisors
Florida
$3K +$3.06K +45 New
CWS
695
Confluence Wealth Services
Pennsylvania
$3K +$3.27K +48 New
SFG
696
Steward Financial Group
Texas
$3K +$3.47K +51 New
CWM
697
Curi Wealth Management
North Carolina
$3K +$3.88K +57 New
GWM
698
Geneos Wealth Management
Colorado
$2K
LCM
699
Logan Capital Management
Pennsylvania
$2K
TFGT
700
TS Financial Group (TSFG)
Illinois
$2K