We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1401
CX Institutional
Indiana
$277K -$161K -1,067 -36%
TC
1402
Truvestments Capital
Florida
$277K +$270K +1,783 +1,666%
FA
1403
FDx Advisors
Illinois
$276K +$44.3K +293 +18%
BAM
1404
Blueshift Asset Management
New Jersey
$276K -$165K -1,092 -37%
IFWM
1405
Institute for Wealth Management
Colorado
$275K +$18K +119 +7%
SAM
1406
Strategy Asset Managers
California
$274K +$31.7K +210 +13%
RSWM
1407
Robertson Stephens Wealth Management
California
$274K +$283K +1,873 New
VF
1408
Vest Financial
Virginia
$274K +$283K +1,873 New
BCM
1409
Bourgeon Capital Management
Connecticut
$273K -$302 -2 -0.1%
ODFS
1410
O'Donnell Financial Services
California
$273K +$907 +6 +0.3%
SIC
1411
Samalin Investment Counsel
New York
$272K -$17.4K -115 -6%
PAW
1412
Plan A Wealth
Nebraska
$271K +$31.4K +208 +13%
WB
1413
WesBanco Bank
West Virginia
$271K -$3.33K -22 -1%
NW
1414
Naviter Wealth
Arkansas
$269K +$2.12K +14 +0.8%
WI
1415
WrapManager Inc
California
$268K -$193K -1,274 -41%
BLC
1416
Brown, Lisle/Cummings
Rhode Island
$267K -$91.1K -603 -25%
ST
1417
Spinnaker Trust
Maine
$267K
SIAP
1418
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$267K
Q1WB
1419
Quest 10 Wealth Builders
Virginia
$266K
FWM
1420
Forza Wealth Management
Florida
$266K -$184K -1,219 -40%
LAS
1421
LWM Advisory Services
Florida
$264K -$47.3K -313 -15%
NONA
1422
Ninety One North America
New York
$263K -$90.4K -598 -25%
SIG
1423
Stonegate Investment Group
Alabama
$263K -$107K -706 -28%
BTWM
1424
Baker Tilly Wealth Management
Wisconsin
$262K -$1.06K -7 -0.4%
WCP
1425
Wealthcare Capital Partners
Pennsylvania
$262K +$907 +6 +0.3%