We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
101
Plante Moran Financial Advisors
Michigan
$4K
WT
102
Whittier Trust
California
$4K
IWA
103
IBEX Wealth Advisors
New Jersey
$4K +$4.4K +249 New
Creative Planning
104
Creative Planning
Kansas
$3K -$32.2K -1,824 -91%
SAM
105
Solaris Asset Management
New York
$3K -$16.3K -923 -87%
ACS
106
Archford Capital Strategies
Illinois
$3K
KT
107
Kanaly Trust
Texas
$3K
IWM
108
IHT Wealth Management
Illinois
$3K +$3.32K +188 New
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K
PFBT
110
Parkside Financial Bank & Trust
Missouri
$2K
AAP
111
Arax Advisory Partners
Colorado
$2K +$1.63K +92 New
SPIA
112
Steward Partners Investment Advisory
New York
$1K +$1.79K +101 New
RWM
113
Raffa Wealth Management
District of Columbia
$575
Arrowstreet Capital
114
Arrowstreet Capital
Massachusetts
-$8.24M -430,104 Closed
PWAG
115
Polaris Wealth Advisory Group
California
-$797K -41,573 Closed
DWA
116
Dorsey Wright & Associates
California
-$534K -27,857 Closed
LCM
117
Landscape Capital Management
New Jersey
-$459K -23,979 Closed
JFA
118
JNBA Financial Advisors
Minnesota
-$98K -5,099 Closed
S
119
SignatureFD
Georgia
-$98K -5,099 Closed
WIC
120
Woodmont Investment Counsel
Tennessee
-$4K -204 Closed
WAM
121
Wealthspire Advisors (Maryland)
Maryland
-$1K -77 Closed