We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
401
Lake Street Advisors Group
New Hampshire
– -$225K -4,872 Closed
SW
402
SVB Wealth
Massachusetts
– -$223K -4,836 Closed
CAM
403
Cresset Asset Management
Illinois
– -$222K -4,815 Closed
DWT
404
Dorsey & Whitney Trust
South Dakota
– -$222K -4,795 Closed
FNWM
405
Financial Network Wealth Management
Utah
– -$221K -4,779 Closed
S
406
SimplyRich
California
– -$220K -4,763 Closed
QI
407
Qtron Investments
Massachusetts
– -$213K -4,608 Closed
PWAC
408
Private Wealth Advisors (California)
California
– -$210K -4,532 Closed
CG
409
Colony Group
Massachusetts
– -$201K -4,350 Closed
BFS
410
Bradley Foster & Sargent
Connecticut
– -$201K -4,344 Closed
VFA
411
Valeo Financial Advisors
Indiana
– -$59K -1,277 Closed
IAIM
412
International Assets Investment Management
Florida
– -$47K -1,069 Closed
RWM
413
RBA Wealth Management
California
– -$26.5K -573 Closed
QT
414
Quantbot Technologies
New York
– -$24K -531 Closed
WAP
415
Wealthcare Advisory Partners
Pennsylvania
– -$20K -427 Closed
AIC
416
Ameritas Investment Company
Nebraska
– -$16.2K -350 Closed
ACM
417
Allred Capital Management
Texas
– -$9.75K -211 Closed
EP
418
Eudaimonia Partners
Tennessee
– -$9K -192 Closed
BAM
419
Bellevue Asset Management
Washington
– -$3K -74 Closed
MWP
420
Meridian Wealth Partners
Pennsylvania
– -$2K -48 Closed