We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AA
201
Advisory Alpha
Michigan
$2.89K +$2.79K +128 New
ACS
202
Archford Capital Strategies
Illinois
$2K – – –
DAM
203
Delta Asset Management
Tennessee
$2K – – –
IFAM
204
Institutional & Family Asset Management
Colorado
$2K – – –
LFG
205
LifePlan Financial Group
Ohio
$2K – – –
MFW
206
Mosaic Family Wealth
Missouri
$2K +$1.59K +73 New
KPW
207
Kore Private Wealth
New York
$2K +$1.61K +74 New
QT
208
Quantbot Technologies
New York
$2K +$2.27K +104 New
GWM
209
Geneos Wealth Management
Colorado
$2K +$2.4K +110 New
FHA
210
Flagship Harbor Advisors
Massachusetts
$1K – – –
SIM
211
Sonora Investment Management
Arizona
$1K – – –
IRC
212
Investors Research Corp
Georgia
$1K +$1.22K +56 New
BCWM
213
Bartlett & Co Wealth Management
Ohio
$193 +$196 +9 New
Cambridge Investment Research Advisors
214
Cambridge Investment Research Advisors
Iowa
– -$3.32M -161,683 Closed
OMC
215
Old Mission Capital
Illinois
– -$1.39M -67,776 Closed
ECM
216
Element Capital Management
New York
– -$943K -45,966 Closed
RhumbLine Advisers
217
RhumbLine Advisers
Massachusetts
– -$210K -10,215 Closed
Principal Financial Group
218
Principal Financial Group
Iowa
– -$205K -10,000 Closed
MWNA
219
Marshall Wace North America
New York
– -$135K -6,554 Closed
MOS
220
MGO One Seven
Ohio
– -$26K -1,298 Closed
WANY
221
Wealthspire Advisors (New York)
New York
– -$22K -1,063 Closed
CA
222
Claro Advisors
Massachusetts
– -$18K -847 Closed
LNB
223
Ledyard National Bank
– -$11K -536 Closed
CC
224
Claybrook Capital
Massachusetts
– -$11K -520 Closed
WDL
225
Well Done LLC
Michigan
– -$11K -520 Closed