We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
601
PRW Wealth Management
Massachusetts
-$34K -645 Closed
PFBT
602
Parkside Financial Bank & Trust
Missouri
-$25K -466 Closed
WAM
603
Wealthspire Advisors (Maryland)
Maryland
-$21K -404 Closed
LFA
604
Legacy Financial Advisors
Kentucky
-$18K -341 Closed
MFW
605
Mosaic Family Wealth
Missouri
-$18K -332 Closed
WTB
606
Washington Trust Bank
Washington
-$16K -296 Closed
DWM
607
Destination Wealth Management
California
-$11K -215 Closed
AC
608
Avestar Capital
New York
-$9K -203 Closed
CMO
609
Covenant Multifamily Offices
Texas
-$11K -200 Closed
OWA
610
One Wealth Advisors
California
-$7K -127 Closed
NWM
611
Northwest Wealth Management
Iowa
-$6K -122 Closed
OC
612
Oakworth Capital
Alabama
-$6.26K -120 -92%
FANJ
613
Financial Architects (New Jersey)
New Jersey
-$6K -110 Closed
SFG
614
Sage Financial Group
Pennsylvania
-$5K -102 Closed
AIC
615
Ameritas Investment Company
Nebraska
-$4K -80 Closed
FCA
616
FinTrust Capital Advisors
South Carolina
-$3K -59 Closed
APC
617
Aspire Private Capital
North Carolina
-$3K -57 Closed
RFM
618
Royal Fund Management
Florida
-$2K -54 Closed
BWA
619
BDO Wealth Advisors
Florida
-$2K -46 Closed
RTC
620
Riverview Trust Company
Washington
-$2K -42 Closed
AF
621
Allworth Financial
California
-$2K -40 Closed
GWMIA
622
Global Wealth Management Investment Advisory
Florida
-$2K -40 Closed
WCMN
623
Westchester Capital Management (Nebraska)
Nebraska
-$2K -40 Closed
MSA
624
Marino Stram & Associates
Massachusetts
-$2K -32 Closed
OSAM
625
O'Shaughnessy Asset Management
Connecticut
+$52 +1 New