We are live on ! Find out more
AFG icon

American Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
426
CVA Family Office
Colorado
$5K +$1.36K +10 +40%
RWM
427
Raffa Wealth Management
District of Columbia
$3.2K -$682 -5 -19%
LPWM
428
Lake Point Wealth Management
Texas
$3K -$26.9K -197 -91%
SIS
429
Sound Income Strategies
Florida
$3K – – –
SC
430
Schubert & Co
Texas
$3K +$546 +4 +21%
DI
431
Disciplined Investments
Oklahoma
$3K +$2.59K +19 New
WT
432
Washington Trust
Rhode Island
$2K -$136 -1 -8%
LF
433
Lee Financial
Texas
$2K – – –
RA
434
Rise Advisors
New York
$2K – – –
SCA
435
Stonebridge Capital Advisors
Minnesota
$2K – – –
MPWT
436
MassMutual Private Wealth & Trust
Connecticut
$2K +$682 +5 +45%
AF
437
Allworth Financial
California
$2K +$1.64K +12 New
TFGT
438
TS Financial Group (TSFG)
Illinois
$2K +$1.77K +13 New
RIM
439
Rockbridge Investment Management
New York
$1.04K +$955 +7 New
SWA
440
Sutton Wealth Advisors
Florida
$1.02K – – –
FHA
441
First Horizon Advisors
Tennessee
$1K -$29.3K -215 -98%
DFCM
442
Dark Forest Capital Management
Puerto Rico
$1K -$7.77K -57 -93%
AWMS
443
Advocacy Wealth Management Services
Georgia
$1K – – –
BWA
444
BDO Wealth Advisors
Florida
$1K – – –
EAM
445
Eukles Asset Management
Ohio
$1K – – –
ZB
446
Zions Bancorporation
Utah
$1K – – –
SIC
447
SJS Investment Consulting
Ohio
$1K +$546 +4 New
NFSG
448
Newbridge Financial Services Group
Florida
$1K +$1.36K +10 New
Qube Research & Technologies (QRT)
449
Qube Research & Technologies (QRT)
United Kingdom
– -$5.67M -41,329 Closed
Voloridge Investment Management
450
Voloridge Investment Management
Florida
– -$5.15M -37,518 Closed