We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
826
Clean Yield Group
Vermont
$1.49K – – –
IHWM
827
Iron Horse Wealth Management
Iowa
$1.28K -$285 -3 -20%
SFCL
828
Strengthening Families & Communities LLC
Massachusetts
$1.28K – – –
TIM
829
Tortoise Investment Management
New York
$1.17K +$1.04K +11 New
PA
830
Pineridge Advisors
Missouri
$1.11K – – –
BCH
831
Berkshire Capital Holdings
California
$1.07K – – –
TFM
832
TFC Financial Management
Massachusetts
$1.07K – – –
HIA
833
HFM Investment Advisors
New Jersey
$1.07K +$759 +8 +400%
HFM
834
Harvest Fund Management
China
$1K – – –
T
835
Transce3nd
Texas
$959 – – –
HFS
836
Horizon Financial Services
North Carolina
$852 – – –
DF
837
DecisionPoint Financial
Arizona
$747 +$664 +7 New
BHWM
838
Bay Harbor Wealth Management
Maryland
$745 +$474 +5 +250%
CIAS
839
CBIZ Investment Advisory Services
Ohio
$639 +$95 +1 +20%
TCM
840
Traub Capital Management
Massachusetts
$463 +$379 +4 New
RAM
841
Riggs Asset Management
Pennsylvania
$427 +$379 +4 New
IAS
842
IMA Advisory Services
Colorado
$426 +$379 +4 New
ACA
843
American Capital Advisory
Idaho
$320 -$285 -3 -50%
WA
844
WestEnd Advisors
North Carolina
$320 – – –
CIA
845
Cape Investment Advisory
Georgia
$320 +$285 +3 New
CIAM
846
Caitong International Asset Management
Hong Kong
$213 -$149K -1,572 -100%
TFA
847
Transamerica Financial Advisors
Florida
$107 -$285 -3 -75%
FGP
848
Freestone Grove Partners
California
– -$48.5M -552,238 Closed
JAM
849
Jupiter Asset Management
United Kingdom
– -$37.6M -428,048 Closed
Voloridge Investment Management
850
Voloridge Investment Management
Florida
– -$33.6M -382,876 Closed