We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
701
Joel Isaacson & Co
New York
– -$208K -2,739 Closed
Chevy Chase Trust
702
Chevy Chase Trust
Maryland
– -$206K -2,715 Closed
4WM
703
49 Wealth Management
Texas
– -$205K -2,703 Closed
DCM
704
DGS Capital Management
New Jersey
– -$204K -2,694 Closed
IFWM
705
Institute for Wealth Management
Colorado
– -$201K -2,645 Closed
ASN
706
Advisory Services Network
Georgia
– -$169K -2,223 Closed
Parallax Volatility Advisers
707
Parallax Volatility Advisers
California
– -$144K -2,192 Closed
GAMC
708
Garner Asset Management Corp
Texas
– -$105K -1,475 Closed
GC
709
Garde Capital
Washington
– -$105K -1,384 Closed
ODG
710
O'Dell Group
Ohio
– -$98.2K -1,294 Closed
GWMIA
711
Global Wealth Management Investment Advisory
Florida
– -$76.6K -1,010 Closed
MIFH
712
Migdal Insurance & Financial Holdings
Israel
– -$57K -740 Closed
FWM
713
Focused Wealth Management
New York
– -$54.9K -724 Closed
FF
714
Friedenthal Financial
New Jersey
– -$46.1K -608 Closed
TWM
715
Tradition Wealth Management
Minnesota
– -$42K -553 Closed
BEI
716
Benjamin Edwards Inc
Missouri
– -$18K -242 Closed
BCM
717
Bourgeon Capital Management
Connecticut
– -$15.2K -200 Closed
RIM
718
Rockbridge Investment Management
New York
– -$14.8K -195 Closed
GWS
719
Glassman Wealth Services
Virginia
– -$11.9K -157 Closed
CFD
720
Creative Financial Designs
Indiana
– -$11.4K -150 Closed
LPP
721
Life Planning Partners
Florida
– -$11.3K -149 Closed
SAM
722
Shell Asset Management
Netherlands
– -$9K -115 Closed
Loomis, Sayles & Company
723
Loomis, Sayles & Company
Massachusetts
– -$7K -86 Closed
PAI
724
Pittenger & Anderson Inc
Nebraska
– -$6.07K -80 Closed
BWM
725
BKM Wealth Management
Wisconsin
– -$5.69K -75 Closed