We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
801
Liberty Wealth Management
California
$41K -$907 -14 -2%
RFM
802
Royal Fund Management
Florida
$41K -$777 -12 -2%
YWP
803
YorkBridge Wealth Partners
New York
$40K +$9.91K +153 +37%
VFA
804
Valeo Financial Advisors
Indiana
$39K -$6.02K -93 -14%
CAW
805
Cornerstone Advisors (Washington)
Washington
$39K +$7.71K +119 +27%
KFS
806
Kelly Financial Services
Massachusetts
$38K +$35.2K +544 New
FHA
807
Flagship Harbor Advisors
Massachusetts
$37K +$6.61K +102 +23%
APA
808
American Portfolios Advisors
New York
$36.7K +$5.5K +85 +19%
PWM
809
PRW Wealth Management
Massachusetts
$36K
MFBTD
810
MB Financial Bank - Trust Department
Illinois
$35K -$319K -4,925 -91%
AWM
811
AllSquare Wealth Management
New York
$35K
KTC
812
Kistler-Tiffany Companies
Pennsylvania
$35K
OIA
813
Optimum Investment Advisors
Illinois
$35K
RFA
814
Reilly Financial Advisors
California
$35K
SQA
815
Simon Quick Advisors
New Jersey
$35K +$32.4K +500 New
SCM
816
Silvant Capital Management
Georgia
$34K +$13.3K +205 +72%
MNBTD
817
Moody National Bank Trust Division
Texas
$33K +$13K +201 +74%
CIM
818
Centersquare Investment Management
Pennsylvania
$32K -$9.71K -150 -24%
CAC
819
Certified Advisory Corp
Florida
$32K +$2.53K +39 +9%
BHWM
820
Bay Harbor Wealth Management
Maryland
$31K
CWA
821
Clarus Wealth Advisors
Arizona
$31K +$389 +6 +1%
CCM
822
Covington Capital Management
California
$28K -$12K -185 -32%
ADL
823
Asset Dedication LLC
California
$28K
CB
824
Community Bank
New York
$28K
BMM
825
Buffington Mohr McNeal
Idaho
$28K +$25.5K +394 New