We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FTI
1501
Fiduciary Trust International
Massachusetts
$56K +$56.7K +758 New
CWA
1502
Clarus Wealth Advisors
Arizona
$55K +$75 +1 +0.1%
M
1503
Mirova
France
$55K +$55.7K +745 New
LFG
1504
LifePlan Financial Group
Ohio
$54K – – –
HI
1505
Hudock Inc
Pennsylvania
$54K +$75 +1 +0.1%
FPFS
1506
First Personal Financial Services
North Carolina
$52K +$4.94K +66 +10%
Capstone Investment Advisors
1507
Capstone Investment Advisors
New York
$52K +$53K +708 New
RFWA
1508
RPg Family Wealth Advisory
Massachusetts
$51.3K +$51.8K +692 New
BGIM
1509
Brandywine Global Investment Management
Pennsylvania
$50K – – –
FCMT
1510
Founders Capital Management (Texas)
Texas
$49K +$3.82K +51 +8%
KPW
1511
Kore Private Wealth
New York
$47K +$47.2K +631 New
SMG
1512
Spectrum Management Group
Indiana
$44K – – –
PG
1513
Proffitt & Goodson
Tennessee
$44K +$44.9K +600 New
CAL
1514
Capital Advisors Ltd
Ohio
$42K – – –
EARNEST Partners
1515
EARNEST Partners
Georgia
$42K – – –
BRC
1516
Bell Rock Capital
Delaware
$41K -$224 -3 -0.5%
OFW
1517
Omnia Family Wealth
Florida
$40K – – –
CA
1518
Centerpoint Advisors
Massachusetts
$39K – – –
AWM
1519
AllSquare Wealth Management
New York
$39K +$15K +200 +62%
APW
1520
Acima Private Wealth
Virginia
$39K +$39.3K +525 New
OIA
1521
OneDigital Investment Advisors
Kansas
$38K -$7.63K -102 -17%
HDIM
1522
Hanson & Doremus Investment Management
Vermont
$37K – – –
PCFFS
1523
Pacific Center for Financial Services
California
$34K – – –
CFA
1524
Clarfeld Financial Advisors
New York
$34K +$34.6K +462 New
MSA
1525
Marino Stram & Associates
Massachusetts
$33K -$82K -1,096 -71%