We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
901
CVA Family Office
Colorado
$60K +$33K +110 +122%
APF
902
Alaska Permanent Fund
Alaska
$57K +$62.1K +207 New
CWM
903
Curi Wealth Management
North Carolina
$55K +$54.9K +183 New
AIC
904
Archer Investment Corporation
Indiana
$52.6K – – –
CWM
905
Cranbrook Wealth Management
Michigan
$52K -$4.5K -15 -8%
VNA
906
Valley National Advisers
Pennsylvania
$51K – – –
EBA
907
Eagle Bay Advisors
New York
$50K -$5.1K -17 -9%
AF
908
Advisornet Financial
Minnesota
$48K +$2.7K +9 +6%
SCA
909
Snowden Capital Advisors
New York
$44K -$1.28M -4,258 -97%
BA
910
Bellwether Advisors
Nebraska
$44K +$43.2K +144 +3,600%
SWM
911
Sugarloaf Wealth Management
Georgia
$41K – – –
NFSG
912
Newbridge Financial Services Group
Florida
$41K +$27K +90 +191%
EARNEST Partners
913
EARNEST Partners
Georgia
$40K – – –
ADL
914
Asset Dedication LLC
California
$39K – – –
EPM
915
Equitec Proprietary Markets
Illinois
$36K +$35.7K +119 New
TFM
916
TFC Financial Management
Massachusetts
$32K – – –
BWM
917
Baystate Wealth Management
Massachusetts
$32K +$300 +1 +0.9%
CWP
918
Concord Wealth Partners
Virginia
$32K +$16.5K +55 +104%
Jones Financial Companies
919
Jones Financial Companies
Missouri
$31K -$4.2K -14 -12%
SWA
920
Sutton Wealth Advisors
Florida
$30.1K -$1.5K -5 -5%
Davidson Kempner Capital Management
921
Davidson Kempner Capital Management
New York
$30K – – –
CSB
922
City State Bank
Iowa
$30K +$30K +100 New
HDIM
923
Hanson & Doremus Investment Management
Vermont
$30K +$30K +100 New
TFO
924
Tarbox Family Office
California
$26K – – –
Fred Alger Management
925
Fred Alger Management
New York
$23K -$4.8K -16 -17%