We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
901
Lenox Wealth Management
Ohio
$21K +$3.24K +185 +19%
EW
902
Evoke Wealth
California
$21K +$6.87K +392 +53%
TFO
903
Tarbox Family Office
California
$21K +$11.2K +641 +132%
BWM
904
Baystate Wealth Management
Massachusetts
$20K -$21.1K -1,203 -53%
VNA
905
Valley National Advisers
Pennsylvania
$20K -$6.57K -375 -26%
MPWT
906
MassMutual Private Wealth & Trust
Connecticut
$19K -$1.24M -70,621 -99%
BWM
907
BerganKDV Wealth Management
Minnesota
$19K -$7.94K -453 -31%
FCM
908
Firestone Capital Management
Florida
$19K -$6.13K -350 -25%
BWP
909
Baldwin Wealth Partners
Massachusetts
$19K
PB
910
Pinnacle Bancorp
Nebraska
$19K
AWM
911
Apollon Wealth Management
South Carolina
$19K +$17.9K +1,024 New
CFFP
912
Center for Financial Planning
Michigan
$18K -$53 -3 -0.3%
PCA
913
Providence Capital Advisors
North Carolina
$18K
EI
914
Ellevest Inc
New York
$18K +$10K +572 +139%
RCA
915
Reitz Capital Advisors
Michigan
$18K +$17.5K +1,000 New
CWC
916
Carolinas Wealth Consulting
North Carolina
$17K +$16K +912 New
OIA
917
Optimum Investment Advisors
Illinois
$16K -$6.87K -392 -31%
FCB
918
First Command Bank
Texas
$16K -$350 -20 -2%
FCFS
919
First Command Financial Services
Texas
$16K -$350 -20 -2%
TCM
920
Tradewinds Capital Management
Washington
$16K
CI
921
CX Institutional
Indiana
$16K +$6.25K +357 +71%
SLF
922
Sun Life Financial
Ontario, Canada
$15K -$79.2K -4,522 -85%
SAM
923
S.A. Mason
Michigan
$15K
SIS
924
Sound Income Strategies
Florida
$15K +$105 +6 +0.7%
FFC
925
First Financial Corp
Indiana
$15K +$350 +20 +3%