We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
701
BerganKDV Wealth Management
Minnesota
$16K – – –
MWM
702
Mascoma Wealth Management
New Hampshire
$15K -$14.1K -221 -50%
FCA
703
FinTrust Capital Advisors
South Carolina
$15K -$7.33K -115 -35%
PWP
704
Personal Wealth Partners
Minnesota
$15K +$14K +219 New
BBHC
705
Brown Brothers Harriman & Co
New York
$14K -$829 -13 -6%
EWM
706
Edge Wealth Management
New York
$14K – – –
TFO
707
Tarbox Family Office
California
$14K – – –
SWA
708
Sutton Wealth Advisors
Florida
$13.5K +$893 +14 +8%
EWM
709
Executive Wealth Management
Michigan
$13K – – –
MAM
710
Meeder Asset Management
Ohio
$13K +$12.2K +192 New
RE
711
RBC Europe
United Kingdom
$12.7K – – –
SFG
712
SevenBridge Financial Group
Pennsylvania
$12K – – –
TFA
713
Toth Financial Advisory
Virginia
$12K +$128 +2 +1%
GTAM
714
Global Trust Asset Management
Florida
$12K +$758K +11,890 New
WPA
715
West Paces Advisors
Georgia
$11.2K – – –
ME
716
McIlrath & Eck
Washington
$11K – – –
WB
717
Webster Bank
Connecticut
$11K – – –
FMII
718
Farmers & Merchants Investments Inc
Nebraska
$11K +$1.47K +23 +17%
BAM
719
Barrett Asset Management
New York
$10K – – –
DOA
720
D'Orazio & Associates
Virginia
$10K – – –
WTC
721
WhitTier Trust Company
Nevada
$10K – – –
RCAG
722
Rehmann Capital Advisory Group
Michigan
$8.54K +$2.81K +44 +54%
BAMG
723
Brand Asset Management Group
Missouri
$8K – – –
LWM
724
Lenox Wealth Management
Ohio
$8K – – –
TCM
725
Tradewinds Capital Management
Washington
$8K +$7.33K +115 New