We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
451
Parkside Financial Bank & Trust
Missouri
$3K -$377 -14 -11%
ADL
452
Asset Dedication LLC
California
$3K – – –
CCMW
453
Cypress Capital Management (Wyoming)
Wyoming
$3K – – –
EWM
454
Endurance Wealth Management
Rhode Island
$3K – – –
TL
455
TrueWealth LLC
Georgia
$3K – – –
BWM
456
Baystate Wealth Management
Massachusetts
$3K +$27 +1 +0.9%
GWS
457
Glassman Wealth Services
Virginia
$3K +$1.38K +51 +91%
CI
458
CX Institutional
Indiana
$3K +$2.37K +88 New
DBT
459
Dubuque Bank & Trust
Iowa
$3K +$2.78K +103 New
FCA
460
FinTrust Capital Advisors
South Carolina
$2K – – –
TCA
461
Tortoise Capital Advisors
Kansas
$2K – – –
WAS
462
Winch Advisory Services
Wisconsin
$2K – – –
MAM
463
Meeder Asset Management
Ohio
$2K +$2.35K +87 New
HWA
464
Heritage Wealth Advisors
Virginia
$1.46K +$27 +1 +2%
RWM
465
Raffa Wealth Management
District of Columbia
$1K – – –
AF
466
Allworth Financial
California
$1K -$108 -4 -7%
APC
467
Aspire Private Capital
North Carolina
$1K – – –
BWM
468
BerganKDV Wealth Management
Minnesota
$1K – – –
ESB
469
Essex Savings Bank
Connecticut
$1K – – –
PWM
470
PRW Wealth Management
Massachusetts
$1K – – –
ST
471
Sageworth Trust
Pennsylvania
$1K +$377 +14 +64%
GSWM
472
Golden State Wealth Management
California
$1K +$620 +23 New
DWM
473
Destination Wealth Management
California
$1K +$863 +32 New
Lord, Abbett & Co
474
Lord, Abbett & Co
New Jersey
– -$65M -2,565,650 Closed
CC
475
Carlson Capital
Texas
– -$21M -829,758 Closed