We are live on ! Find out more
PINS icon

Pinterest

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
301
Sowell Financial Services
Arkansas
$4K -$432 -20 -8%
BWA
302
BDO Wealth Advisors
Florida
$4K – – –
BBHC
303
Brown Brothers Harriman & Co
New York
$4K – – –
KTC
304
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
PA
305
Parallel Advisors
California
$4K – – –
WTC
306
WhitTier Trust Company
Nevada
$4K – – –
CCM
307
Cribstone Capital Management
Maine
$4K +$3.24K +150 +200%
IWP
308
IAG Wealth Partners
Wisconsin
$4K +$4.06K +188 New
AWM
309
Atticus Wealth Management
Florida
$4K +$4.32K +200 New
FCM
310
Firestone Capital Management
Florida
$3K +$3.24K +150 New
JCM
311
Jacobi Capital Management
Pennsylvania
$2K – – –
GRP
312
Global Retirement Partners
California
$2K +$237 +11 +15%
PFBT
313
Parkside Financial Bank & Trust
Missouri
$2K +$2.01K +93 New
LFG
314
Larson Financial Group
Missouri
$2K +$2.7K +125 New
TFGT
315
TS Financial Group (TSFG)
Illinois
$2K +$2.7K +125 New
LWA
316
Lowe Wealth Advisors
Maryland
$2K +$2.81K +130 New
NFG
317
Next Financial Group
Texas
$1K -$19.4K -900 -95%
BFC
318
Bedel Financial Consulting
Indiana
$1K – – –
HFM
319
Hartford Financial Management
Connecticut
$1K – – –
PWMG
320
Prestige Wealth Management Group
New Jersey
$1K – – –
SQA
321
Simon Quick Advisors
New Jersey
$1K +$1.43K +66 New
Chevy Chase Trust
322
Chevy Chase Trust
Maryland
$1K +$1.49K +69 New
RMAM
323
Raab & Moskowitz Asset Management
New Jersey
$1K +$2.16K +100 New
1832 Asset Management
324
1832 Asset Management
Ontario, Canada
– -$30.7M -1,183,900 Closed
Massachusetts Financial Services
325
Massachusetts Financial Services
Massachusetts
– -$15.6M -590,582 Closed