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Axos Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
326
Mitsubishi UFJ Asset Management
Japan
$15.7K – – –
S
327
SignatureFD
Georgia
$15.6K -$541 -6 -4%
BF
328
BOK Financial
Oklahoma
$12.1K – – –
FAM
329
Fulcrum Asset Management
United Kingdom
$11.8K +$11K +122 New
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$10.9K – – –
PTC
331
Private Trust Company
Ohio
$10.5K -$8.47K -94 -47%
FFO
332
Fortitude Family Office
Arizona
$10.3K +$4.33K +48 +83%
RIL
333
Rothschild Investment LLC
Illinois
$10.2K +$451 +5 +5%
JWA
334
JFS Wealth Advisors
Pennsylvania
$10K +$1.08K +12 +13%
HI
335
Harbour Investments
Wisconsin
$9.93K – – –
CCWM
336
Cassaday & Co Wealth Management
Virginia
$9.74K -$8.11K -90 -47%
CCC
337
Chelsea Counsel Company
California
$9.74K – – –
SWM
338
SHP Wealth Management
Massachusetts
$9.74K – – –
DF
339
Downshift Financial
Colorado
$9.25K +$8.56K +95 New
CFO
340
CVA Family Office
Colorado
$8.96K +$4.51K +50 +119%
AF
341
Allworth Financial
California
$8.77K +$270 +3 +3%
SIC
342
SJS Investment Consulting
Ohio
$8.57K +$6.58K +73 +487%
S
343
Sachetta
Massachusetts
$8.47K +$7.84K +87 New
OCWP
344
Owl Creek Wealth Partners
Colorado
$8.18K – – –
KFAS
345
Keating Financial Advisory Services
Kansas
$7.99K +$991 +11 +15%
VWA
346
Valued Wealth Advisors
Utah
$7.11K +$6.58K +73 New
AIM
347
Anchor Investment Management
South Carolina
$6.33K – – –
PUI
348
Purpose Unlimited Inc
$6.24K +$5.68K +63 New
HWA
349
HHM Wealth Advisors
Tennessee
$5.36K – – –
AssetMark Inc
350
AssetMark Inc
California
$4.29K – – –