We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
551
CKW Financial Group
Hawaii
$25K – – –
CCM
552
Covington Capital Management
California
$25K – – –
CAAS
553
Capital Asset Advisory Services
Michigan
$25K +$20.4K +490 New
LGA
554
Lebenthal Global Advisors
New York
$25K +$20.8K +500 New
RAM
555
Riggs Asset Management
Pennsylvania
$25K +$20.8K +500 New
BWA
556
BDO Wealth Advisors
Florida
$24K – – –
PWM
557
Perigon Wealth Management
California
$24K +$19.9K +479 New
CC
558
Centiva Capital
New York
$23K +$19.2K +462 New
ZB
559
Zions Bancorporation
Utah
$21K +$10.2K +246 +149%
PFO
560
Pathstone Family Office
New Jersey
$21K +$13.8K +333 +401%
HFA
561
Hoover Financial Advisors
Pennsylvania
$20K +$16.6K +400 New
MCM
562
Manchester Capital Management
Vermont
$19K – – –
EFSCE
563
Enterprise Financial Services Corp (EFSC)
Missouri
$19K +$1.04K +25 +7%
AF
564
Allworth Financial
California
$18K -$34.9K -839 -70%
First Manhattan
565
First Manhattan
New York
$18K -$8.31K -200 -35%
FCM
566
Firestone Capital Management
Florida
$15K – – –
RWM
567
Raffa Wealth Management
District of Columbia
$14.2K +$2.7K +65 +30%
TFGT
568
TS Financial Group (TSFG)
Illinois
$13K – – –
Loomis, Sayles & Company
569
Loomis, Sayles & Company
Massachusetts
$13K +$10.4K +251 New
BSSFA
570
Baron Silver Stevens Financial Advisors
Florida
$13K +$11.1K +267 New
SIS
571
Sound Income Strategies
Florida
$12K – – –
MWA
572
Moser Wealth Advisors
Washington
$11K – – –
SIAG
573
Safeguard Investment Advisory Group
California
$11K +$9.18K +221 New
WIM
574
Westside Investment Management
California
$10K -$20.8K -500 -43%
AIL
575
AGF Investments LLC
Ontario, Canada
$10K -$23.7K -570 -74%