We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
701
Baystate Wealth Management
Massachusetts
$4K
BWL
702
Bogart Wealth LLC
Virginia
$4K
PWMG
703
Prestige Wealth Management Group
New Jersey
$4K
TWP
704
TFO Wealth Partners
Ohio
$4K +$4.51K +50 New
SC
705
Stephens Consulting
Michigan
$3.31K +$3.24K +36 New
CAL
706
Capital Analysts LLC
Pennsylvania
$3K
HR
707
Howe & Rusling
New York
$3K
SIS
708
Sound Income Strategies
Florida
$3K +$2.52K +28 New
AP
709
Arlington Partners
Alabama
$3K +$2.79K +31 New
PFGIA
710
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$2.16K -24 -50%
EW
711
Evoke Wealth
California
$2K
HPC
712
HM Payson & Co
Maine
$2K
KFI
713
Key Financial Inc
Pennsylvania
$2K
TF
714
TimeScale Financial
Massachusetts
$2K +$90 +1 +6%
SC
715
Schubert & Co
Texas
$2K +$1.62K +18 New
FBT
716
First Bank & Trust
South Dakota
$2K +$1.8K +20 New
JWA
717
JFS Wealth Advisors
Pennsylvania
$2K +$1.8K +20 New
CWP
718
Concord Wealth Partners
Virginia
$2K +$2.43K +27 New
MGIM
719
M&G Investment Management
United Kingdom
$1.04K +$1.02M +11,345 New
ACA
720
Atlas Capital Advisors
Wyoming
$1.01K
BFEC
721
Benjamin F. Edwards & Company
Missouri
$1K
CWC
722
Carolinas Wealth Consulting
North Carolina
$1K
MCM
723
Manchester Capital Management
Vermont
$1K
TSW
724
Thompson Siegel & Walmsley
Virginia
$1K
VNA
725
Valley National Advisers
Pennsylvania
$1K