We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CA
701
Clearstead Advisors
Ohio
$3K +$3.49K +60 New
AWM
702
Abound Wealth Management
Tennessee
$2.35K +$2.44K +42 New
AWM
703
Accel Wealth Management
Iowa
$2K – – –
CWC
704
Carolinas Wealth Consulting
North Carolina
$2K – – –
FMP
705
Financial Management Professionals
Texas
$2K – – –
HPC
706
HM Payson & Co
Maine
$2K – – –
KFP
707
KB Financial Partners
New Jersey
$2K – – –
BWM
708
BerganKDV Wealth Management
Minnesota
$2K +$58 +1 +3%
ANBT
709
American National Bank & Trust
Texas
$2K +$2.04K +35 New
SIC
710
SJS Investment Consulting
Ohio
$2K +$2.09K +36 New
SBL
711
Sargent Bickham Lagudis
Colorado
$2K +$2.21K +38 New
TAM
712
Tucker Asset Management
Colorado
$1.94K – – –
BWM
713
Baystate Wealth Management
Massachusetts
$1K – – –
FMTCOCP
714
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K – – –
HIA
715
Harbor Investment Advisory
Maryland
$1K – – –
JWM
716
Janiczek Wealth Management
Colorado
$1K – – –
KFI
717
Key Financial Inc
Pennsylvania
$1K – – –
LF
718
Lee Financial
Texas
$1K – – –
CB
719
Community Bank
New York
$1K +$814 +14 New
HWMA
720
Heritage Wealth Management (Arizona)
Arizona
$1K +$988 +17 New
FSWA
721
Financial Synergies Wealth Advisors
Texas
$837 – – –
TCM
722
TimesSquare Capital Management
New York
– -$51.6M -939,600 Closed
Marshall Wace
723
Marshall Wace
United Kingdom
– -$25.6M -467,168 Closed
RG
724
Rathbones Group
United Kingdom
– -$3.79M -69,000 Closed
Baillie Gifford & Co
725
Baillie Gifford & Co
United Kingdom
– -$3.51M -64,002 Closed