We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
SHP Wealth Management
Massachusetts
$893 +$109 +1 +13%
CCMI
302
Creative Capital Management Investments
California
$893 +$983 +9 New
MAM
303
Marquette Asset Management
Minnesota
$893 +$983 +9 New
RWM
304
Rialto Wealth Management
New York
$794 +$218 +2 +33%
BGAI
305
Bruce G. Allen Investments
Colorado
$694 – – –
IAIM
306
International Assets Investment Management
Florida
$693 +$437 +4 +133%
DPW
307
DiNuzzo Private Wealth
Pennsylvania
$596 +$109 +1 +20%
TM
308
Torren Management
California
$500 – – –
HIA
309
HFM Investment Advisors
New Jersey
$497 +$437 +4 +400%
WETS
310
Wealth Enhancement Trust Services
South Dakota
$496 +$546 +5 New
SIC
311
SJS Investment Consulting
Ohio
$397 – – –
BHWM
312
Bay Harbor Wealth Management
Maryland
$298 -$109 -1 -25%
LI
313
LRI Investments
Florida
$298 +$328 +3 New
DF
314
Dunhill Financial
United Kingdom
$265 – – –
QC
315
Quent Capital
New York
$198 – – –
CPG
316
Cornerstone Planning Group
New Jersey
$103 – – –
CCWM
317
Cassaday & Co Wealth Management
Virginia
$100 – – –
DF
318
DecisionPoint Financial
Arizona
$100 +$109 +1 New
TWC
319
TD Waterhouse Canada
Ontario, Canada
$99 – – –
RWM
320
Raffa Wealth Management
District of Columbia
$99 +$109 +1 New
CFB
321
Cullen/Frost Bankers
Texas
$4 – – –
Allspring Global Investments
322
Allspring Global Investments
North Carolina
– -$16.5M -177,653 Closed
Walleye Capital
323
Walleye Capital
New York
– -$8.44M -92,667 Closed
Verition Fund Management
324
Verition Fund Management
Connecticut
– -$4.53M -49,742 Closed
LG
325
Leuthold Group
Minnesota
– -$3.72M -40,842 Closed