We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
251
Focused Wealth Management
New York
$13K – – –
PFGIA
252
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$1.62K +100 +14%
OFW
253
Omnia Family Wealth
Florida
$11K -$1.62K -100 -13%
LWCFA
254
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K – – –
SBL
255
Sargent Bickham Lagudis
Colorado
$11K +$6.59K +406 +156%
FANJ
256
Financial Architects (New Jersey)
New Jersey
$10K -$2.37K -146 -20%
WT
257
Whittier Trust
California
$10K – – –
BWP
258
Baldwin Wealth Partners
Massachusetts
$10K +$7.64K +471 +269%
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$9.11K – – –
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$9K -$9.74K -600 -53%
RIA
261
RPG Investment Advisory
California
$9K +$3.13K +193 +54%
KCPG
262
Kavar Capital Partners Group
Kansas
$9K +$9.14K +563 New
HNB
263
Huntington National Bank
Ohio
$8K -$31.6K -1,950 -78%
VFA
264
Valeo Financial Advisors
Indiana
$8K -$10.2K -631 -56%
AP
265
Arlington Partners
Alabama
$8K – – –
CCMW
266
Cypress Capital Management (Wyoming)
Wyoming
$8K – – –
GI
267
Gradient Investments
Minnesota
$8K – – –
DWM
268
Destination Wealth Management
California
$8K +$2.01K +124 New
CFG
269
CKW Financial Group
Hawaii
$7K – – –
SFSIG
270
San Francisco Sentry Investment Group
California
$6K -$49.5K -3,050 -88%
WTB
271
Washington Trust Bank
Washington
$6K +$4.87K +300 +600%
BCM
272
Brasada Capital Management
Texas
$5K – – –
FMII
273
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
MCM
274
Manchester Capital Management
Vermont
$5K – – –
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
$5K +$1.36K +84 +34%