We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
JEST
226
JTC Employer Solutions Trustee
Jersey
$2K – – –
CPG
227
Cornerstone Planning Group
New Jersey
$1.95K -$263 -42 -12%
VWM
228
Venturi Wealth Management
Texas
$1.78K – – –
Whittier Trust
229
Whittier Trust
California
$1.77K – – –
GJIA
230
Glass Jacobson Investment Advisors
Maryland
$1.71K – – –
W
231
WealthCollab
Washington
$1.67K -$965 -154 -35%
Spire Wealth Management
232
Spire Wealth Management
Virginia
$1.52K +$1.62K +258 New
VCM
233
Versant Capital Management
Arizona
$1.35K +$1.44K +229 New
WA
234
Whipplewood Advisors
Colorado
$1.3K +$1.39K +221 New
Avior Wealth Management
235
Avior Wealth Management
Nebraska
$1.25K – – –
Montag & Associates
236
Montag & Associates
Georgia
$1.12K – – –
AIM
237
Anchor Investment Management
South Carolina
$1.08K – – –
Arax Advisory Partners
238
Arax Advisory Partners
Colorado
$684 – – –
ZB
239
Zions Bancorporation
Utah
$618 – – –
CSPIA
240
Cary Street Partners Investment Advisory
Virginia
$595 -$218K -34,699 -100%
PA
241
PSI Advisors
Florida
$589 – – –
Larson Financial Group
242
Larson Financial Group
Missouri
$495 – – –
AF
243
Advisornet Financial
Minnesota
$424 – – –
AssetMark Inc
244
AssetMark Inc
California
$365 – – –
CAM
245
Creekmur Asset Management
Illinois
$365 – – –
PCFFS
246
Pacific Center for Financial Services
California
$213 – – –
CFO
247
CVA Family Office
Colorado
$188 – – –
Toronto Dominion Bank
248
Toronto Dominion Bank
Ontario, Canada
$159 +$169 +27 New
NECFA
249
New England Capital Financial Advisors
Connecticut
$65 – – –
MFG
250
Mendota Financial Group
Wisconsin
$30 -$88 -14 -74%