TRIP icon

TripAdvisor

Name Holding Trade Value Shares
Change
Change in
Stake
CPWM
251
Cypress Point Wealth Management
Texas
$14K +$11.4K +472 New
PA
252
Parallel Advisors
California
$10K +$867 +36 +12%
SFS
253
Sowell Financial Services
Arkansas
$10K +$2.72K +113 +51%
AAP
254
Arax Advisory Partners
Colorado
$8K – – –
CFD
255
Creative Financial Designs
Indiana
$8K – – –
WTC
256
WhitTier Trust Company
Nevada
$8K – – –
CFA
257
Carroll Financial Associates
North Carolina
$7K – – –
HR
258
Howe & Rusling
New York
$6K – – –
CCC
259
Crescent Capital Consulting
Louisiana
$6K +$4.65K +193 New
APA
260
American Portfolios Advisors
New York
$5.18K – – –
QCG
261
Quadrant Capital Group
Ohio
$5K -$409 -17 -9%
AF
262
Allworth Financial
California
$5K – – –
GAM
263
Gemmer Asset Management
California
$4K – – –
NFG
264
Next Financial Group
Texas
$4K – – –
SSB
265
Sandy Spring Bank
Maryland
$4K – – –
SL
266
Savior LLC
Massachusetts
$4K – – –
RWM
267
Raffa Wealth Management
District of Columbia
$3.14K – – –
EWM
268
Endurance Wealth Management
Rhode Island
$3K – – –
CWA
269
Clearview Wealth Advisors
Oregon
$3K +$2.41K +100 New
IAIM
270
International Assets Investment Management
Florida
$3K +$2.41K +100 New
LFG
271
Larson Financial Group
Missouri
$3K +$2.41K +100 New
ABC
272
Associated Banc-Corp
Wisconsin
$2K – – –
EA
273
Elm Advisors
California
$2K +$1.44K +60 New
JWM
274
Janiczek Wealth Management
Colorado
$2K +$1.71K +71 New
GWS
275
Glassman Wealth Services
Virginia
$1K -$169 -7 -28%