We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IF
676
Ironwood Financial
Arizona
$4K – – –
WWMSC
677
Wagner Wealth Management (South Carolina)
South Carolina
$4K – – –
PWMG
678
Prestige Wealth Management Group
New Jersey
$4K +$1.21K +5 +45%
PFBT
679
Parkside Financial Bank & Trust
Missouri
$4K +$1.45K +6 +55%
FEG
680
Financial Enhancement Group
Indiana
$3K -$1.45K -6 -33%
TFO
681
Tarbox Family Office
California
$3K – – –
TPCW
682
TD Private Client Wealth
New York
$2.94K – – –
JWM
683
Janiczek Wealth Management
Colorado
$2K -$2.9K -12 -60%
BCH
684
Berkshire Capital Holdings
California
$2K – – –
CAM
685
ClariVest Asset Management
California
$2K – – –
HFS
686
Horizon Financial Services
North Carolina
$2K – – –
TFM
687
TFC Financial Management
Massachusetts
$2K – – –
LF
688
Lee Financial
Texas
$2K +$1.69K +7 New
TLFA
689
True Link Financial Advisors
California
$2K +$1.93K +8 New
PWA
690
Phoenix Wealth Advisors
North Carolina
$2K +$2.41K +10 New
AF
691
Allworth Financial
California
$1K – – –
BC
692
Burleson & Co
California
$1K – – –
CA
693
Crewe Advisors
Utah
$1K – – –
IFAM
694
Institutional & Family Asset Management
Colorado
$1K – – –
BCWM
695
Bartlett & Co Wealth Management
Ohio
$489 – – –
AIA
696
Arcadia Investment Advisors
Idaho
$489 +$483 +2 New
GFPC
697
Global Financial Private Client
Florida
$241 – – –
Artisan Partners
698
Artisan Partners
Wisconsin
– -$103M -466,533 Closed
Coatue Management
699
Coatue Management
New York
– -$45.2M -205,053 Closed
EAM
700
Eventide Asset Management
Massachusetts
– -$23.8M -108,000 Closed