We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
HFP
451
Holistic Financial Partners
Indiana
-$111K -1,051 Closed
ZB
452
Zions Bancorporation
Utah
-$86K -822 Closed
IWM
453
IHT Wealth Management
Illinois
-$80K -778 Closed
APP
454
Avantax Planning Partners
Iowa
-$57K -533 Closed
CCA
455
Clearwater Capital Advisors
Illinois
-$44K -414 Closed
NC
456
NewSquare Capital
Pennsylvania
-$42K -398 Closed
Rockefeller Capital Management
457
Rockefeller Capital Management
New York
-$39K -373 Closed
VIA
458
Vantage Investment Advisors
Pennsylvania
-$14K -130 Closed
FCAG
459
First Capital Advisors Group
New Jersey
-$11K -106 Closed
CIP
460
Convergence Investment Partners
Florida
-$11K -100 Closed
PWAG
461
Polaris Wealth Advisory Group
California
-$8K -80 Closed
CIM
462
Contravisory Investment Management
Massachusetts
-$8K -79 Closed
FCB
463
First Command Bank
Texas
-$7.57K -72 Closed
FCFS
464
First Command Financial Services
Texas
-$8K -72 Closed
SWP
465
Strategic Wealth Partners
Ohio
-$6K -53 Closed
KF
466
Krilogy Financial
Missouri
-$2K -22 Closed
DWA
467
Divergent Wealth Advisors
Utah
-$1K -14 Closed
Capital World Investors
468
Capital World Investors
California
-$226 -2 -40%
SIS
469
Sound Income Strategies
Florida
+$226 +2 New
KJWM
470
Kiley Juergens Wealth Management
Washington
+$22.4K +198 New