We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
526
Root Financial Partners
California
$32.3K +$11.3K +157 +57%
TCM
527
Triumph Capital Management
Colorado
$31.9K +$30.8K +428 New
CWM
528
Copia Wealth Management
Oregon
$30.9K +$936 +13 +3%
SC
529
Swan Capital
Florida
$29.8K
SC
530
SouthState Corp
Florida
$28.1K -$8.56K -119 -24%
GSIAS
531
Garden State Investment Advisory Services
New Jersey
$26.3K +$25.5K +354 New
GWM
532
Greenline Wealth Management
Florida
$25.8K +$25K +347 New
BWA
533
Basecamp Wealth Advisors
Washington
$22.9K +$22.1K +307 New
LFG
534
Larson Financial Group
Missouri
$20.4K -$16.2K -225 -45%
MCA
535
McGuire Capital Advisors
Oklahoma
$20K +$19.4K +269 New
RAM
536
Reflection Asset Management
South Carolina
$19.4K +$18.7K +260 New
HIW
537
Holos Integrated Wealth
Pennsylvania
$19.2K
Fidelity International
538
Fidelity International
Bermuda
$18.9K -$1.9M -26,379 -99%
HPC
539
HM Payson & Co
Maine
$18.8K +$6.48K +90 +55%
PWMG
540
Private Wealth Management Group
New Jersey
$18.8K -$72 -1 -0.4%
FFO
541
Fortitude Family Office
Arizona
$18.6K +$936 +13 +5%
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
$17.8K +$3.81K +53 +28%
C
543
Covestor
United Kingdom
$17K
ZBNA
544
Zions Bancorporation, National Association
Utah
$15K +$14.5K +202 New
TC
545
Tacita Capital
Ontario, Canada
$14.9K
RBI
546
Raiffeisen Bank International
Austria
$14.8K +$14K +195 New
AP
547
Aspect Partners
Virginia
$12.8K +$5.54K +77 +81%
MCM
548
Manchester Capital Management
Vermont
$12.7K -$137K -1,904 -92%
S
549
Sachetta
Massachusetts
$12.6K
JFG
550
JDM Financial Group
Texas
$12.4K