We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
APA
401
American Portfolios Advisors
New York
$23.9K – – –
TPCW
402
TD Private Client Wealth
New York
$23.4K -$11.7K -420 -36%
TCWA
403
Ten Capital Wealth Advisors
Washington
$21K – – –
TWM
404
Tradition Wealth Management
Minnesota
$20K – – –
DBG
405
De Burlo Group
Massachusetts
$18.9K +$16.8K +600 New
BWA
406
BDO Wealth Advisors
Florida
$18K – – –
BBPWM
407
Blue Bell Private Wealth Management
Pennsylvania
$18K – – –
BBHC
408
Brown Brothers Harriman & Co
New York
$17K – – –
EWA
409
EverSource Wealth Advisors
Alabama
$14K -$196 -7 -2%
FCA
410
FinTrust Capital Advisors
South Carolina
$14K – – –
AWM
411
Accel Wealth Management
Iowa
$13K – – –
BWP
412
Baldwin Wealth Partners
Massachusetts
$13K – – –
RA
413
Rise Advisors
New York
$13K +$112 +4 +1%
BCWM
414
Bartlett & Co Wealth Management
Ohio
$12.4K +$11K +392 New
BC
415
Bartlett & Co
Ohio
$12K +$11K +392 New
AWA
416
Aaron Wealth Advisors
Illinois
$12K +$10.6K +380 New
T
417
TCWP
Ohio
$11K +$10.6K +380 New
HWA
418
Heritage Wealth Advisors
Virginia
$10K – – –
WTA
419
Washington Trust Advisors
Massachusetts
$10K – – –
MCC
420
Money Concepts Capital
Florida
$10K +$8.72K +312 New
Loomis, Sayles & Company
421
Loomis, Sayles & Company
Massachusetts
$10K +$9.28K +332 New
GLLW
422
Graves Light Lenhart Wealth
Virginia
$8K – – –
NOI
423
Newton One Investments
Delaware
$8K – – –
OC
424
Oakworth Capital
Alabama
$8K – – –
PCG
425
Private Capital Group
Connecticut
$8K – – –