We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WF
1876
Welch & Forbes
Massachusetts
– -$281K -1,922 Closed
FA
1877
FDx Advisors
Illinois
– -$276K -1,917 Closed
BAM
1878
Blueshift Asset Management
New Jersey
– -$276K -1,884 Closed
IFWM
1879
Institute for Wealth Management
Colorado
– -$275K -1,880 Closed
SIC
1880
Samalin Investment Counsel
New York
– -$272K -1,856 Closed
NW
1881
Naviter Wealth
Arkansas
– -$269K -1,840 Closed
WI
1882
WrapManager Inc
California
– -$268K -1,833 Closed
LAS
1883
LWM Advisory Services
Florida
– -$264K -1,809 Closed
BTWM
1884
Baker Tilly Wealth Management
Wisconsin
– -$262K -1,794 Closed
WPC
1885
Wedmont Private Capital
Pennsylvania
– -$253K -1,770 Closed
SMA
1886
Sage Mountain Advisors
Georgia
– -$258K -1,764 Closed
CCIA
1887
Cherry Creek Investment Advisors
Colorado
– -$258K -1,763 Closed
CC
1888
Courier Capital
New York
– -$257K -1,757 Closed
AIM
1889
Alhambra Investment Management
Florida
– -$252K -1,725 Closed
OFG
1890
OmniStar Financial Group
North Carolina
– -$252K -1,724 Closed
DTL
1891
Dynamic Technology Lab
Singapore
– -$250K -1,711 Closed
BONST
1892
Bank of Nova Scotia Trust
Ontario, Canada
– -$250K -1,707 Closed
SWM
1893
Stockman Wealth Management
Montana
– -$247K -1,685 Closed
BA
1894
Bridgewater Advisors
New York
– -$200K -1,676 Closed
JCM
1895
Jacobsen Capital Management
Utah
– -$242K -1,656 Closed
OPA
1896
Old Port Advisors
Maine
– -$241K -1,645 Closed
4WM
1897
49 Wealth Management
Texas
– -$240K -1,638 Closed
DOA
1898
D'Orazio & Associates
Virginia
– -$240K -1,637 Closed
Empower Advisory Group
1899
Empower Advisory Group
Colorado
– -$236K -1,611 Closed
CPA
1900
Capital Performance Advisors
California
– -$235K -1,607 Closed