We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
251
BerganKDV Wealth Management
Minnesota
$13K +$12.9K +1,000 New
SCA
252
Stuart Chaussee & Associates
California
$13K +$12.9K +1,000 New
CI
253
CX Institutional
Indiana
$12K +$11.5K +895 New
OIA
254
OneDigital Investment Advisors
Kansas
$11K -$2.26K -175 -18%
FWM
255
Focused Wealth Management
New York
$11K +$606 +47 +6%
FANJ
256
Financial Architects (New Jersey)
New Jersey
$10K +$2.58K +200 +33%
Canada Life
257
Canada Life
Manitoba, Canada
$10K +$9.39K +728 New
LWCFA
258
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K – – –
OFW
259
Omnia Family Wealth
Florida
$9K – – –
SBL
260
Sargent Bickham Lagudis
Colorado
$9K – – –
BWP
261
Baldwin Wealth Partners
Massachusetts
$8K -$322 -25 -4%
WT
262
Whittier Trust
California
$8K – – –
TRCT
263
Tower Research Capital (TRC)
New York
$8K +$7.74K +600 New
BCA
264
Bay Colony Advisors
Massachusetts
$8K +$8.06K +625 New
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$7.51K – – –
AP
266
Arlington Partners
Alabama
$7K – – –
CFG
267
CKW Financial Group
Hawaii
$7K – – –
CCMW
268
Cypress Capital Management (Wyoming)
Wyoming
$7K – – –
GI
269
Gradient Investments
Minnesota
$7K – – –
KCPG
270
Kavar Capital Partners Group
Kansas
$7K – – –
MFW
271
Mosaic Family Wealth
Missouri
$7K +$6.45K +500 New
WA
272
WealthTrust-Arizona
Arizona
$7K +$6.45K +500 New
EWM
273
Edge Wealth Management
New York
$6K +$2.9K +225 +113%
Legal & General Group
274
Legal & General Group
United Kingdom
$4K -$62.8K -4,871 -94%
AF
275
Advisornet Financial
Minnesota
$4K -$9.03K -700 -70%