We are live on
!
Find out more
Alger 35 ETF
ATFV
ATFV
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAM
1
Fred Alger Management
New York
| $8.67M | – | – | – |
|
|
CRWM
2
Castle Rock Wealth Management
Walnut Creek,
California
| $1.14M | -$238K | -9,404 | -15% |
|
|
DC
3
Davenport & Co
Richmond,
Virginia
| $441K | +$25.3K | +1,000 | +5% |
|
4
UBS Group
Zurich,
Switzerland
| $257K | +$190K | +7,529 | +180% |
|
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $12K | +$14.3K | +566 | New |
|
|
CIA
6
Cape Investment Advisory
Mcdonough,
Georgia
| $9.47K | -$5.44K | -215 | -33% |
|
|
S
7
SignatureFD
Atlanta,
Georgia
| $2.15K | +$2.48K | +98 | New |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $219 | – | – | – |
|
9
Morgan Stanley
New York
| $38 | – | – | – |
|
|
CFIM
10
Client First Investment Management
West Bend,
Wisconsin
| – | -$911K | -36,037 | Closed |
|
|
AWM
11
Avior Wealth Management
Omaha,
Nebraska
| – | -$40.7K | -1,610 | Closed |
|