We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CC
2601
Corsicana & Co
Texas
$7K – – –
FPFS
2602
First Personal Financial Services
North Carolina
$7K – – –
NWM
2603
Navigation Wealth Management
Colorado
$7K – – –
NF
2604
Norwood Financial
Pennsylvania
$7K – – –
LC
2605
Legacy CG
Texas
$7K +$8.19K +30 New
NOI
2606
Newton One Investments
Delaware
$7K +$8.19K +30 New
RCM
2607
Ravenstone Capital Management
$6.73K – – –
BFPW
2608
BOK Financial Private Wealth
Colorado
$6K -$2.69M -9,864 -100%
PK
2609
Pflug Koory
Nebraska
$6K – – –
SJIM
2610
St. Johns Investment Management
Florida
$6K – – –
DTIM
2611
Danda Trouve Investment Management
Kansas
$5K – – –
WA
2612
WestEnd Advisors
North Carolina
$4.04K +$4.91K +18 New
NC
2613
NewSquare Capital
Pennsylvania
$4K -$2.82M -10,344 -100%
EIP
2614
Ellis Investment Partners
Pennsylvania
$4K – – –
IIL
2615
Insight Inv LLC
California
$4K +$4.91K +18 New
AWA
2616
Artemis Wealth Advisors
New York
$3.69K -$98.3M -360,000 -60%
LTI
2617
Laffer Tengler Investments
Tennessee
$3.37K – – –
EAM
2618
Eukles Asset Management
Ohio
$3K – – –
HFS
2619
Heritage Financial Services
Massachusetts
$3K +$4.09K +15 New
HDIM
2620
Hanson & Doremus Investment Management
Vermont
$2K – – –
BHWM
2621
Bay Harbor Wealth Management
Maryland
$1K – – –
DWA
2622
Delos Wealth Advisors
Texas
$1K – – –
MAM
2623
Marquette Asset Management
Minnesota
$1K – – –
TCA
2624
Tortoise Capital Advisors
Kansas
$1K – – –
MWC
2625
MBM Wealth Consultants
Missouri
$1K +$1.64K +6 New