We are live on ! Find out more
BABA icon

Alibaba

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1301
Chesapeake Wealth Management
Virginia
$549K -$565K -2,301 -49%
MSFS
1302
Main Street Financial Solutions
Pennsylvania
$548K -$49.9K -203 -8%
AA
1303
Ancora Advisors
Ohio
$545K +$4.91K +20 +0.8%
DWP
1304
Destiny Wealth Partners
Florida
$539K
MWM
1305
Mission Wealth Management
California
$536K -$137K -559 -19%
OIM
1306
Oder Investment Management
California
$536K -$94.3K -384 -14%
DIA
1307
Dana Investment Advisors
Wisconsin
$536K +$88.9K +362 +18%
WP
1308
WMS Partners
Maryland
$535K -$77.1K -314 -12%
TGAM
1309
TBH Global Asset Management
Tennessee
$534K +$246 +1 +0%
SC
1310
Savant Capital
Illinois
$534K +$32.2K +131 +6%
BWA
1311
BDO Wealth Advisors
Florida
$528K +$134K +545 +31%
PP
1312
Professional Planning
California
$527K -$450K -1,831 -44%
FIM
1313
FWL Investment Management
Texas
$527K -$24.6K -100 -4%
CW
1314
CreativeOne Wealth
Kansas
$525K -$121K -493 -18%
OFS
1315
OneAscent Financial Services
Alabama
$524K +$162K +658 +40%
BFA
1316
Beaumont Financial Advisors
Massachusetts
$520K +$268K +1,091 +91%
HJMC
1317
Hellman Jordan Management Company
Massachusetts
$518K +$561K +2,286 New
CAG
1318
Curtis Advisory Group
California
$517K +$290K +1,180 +107%
KFA
1319
Kelleher Financial Advisors
New York
$516K
CCA
1320
Clearwater Capital Advisors
Illinois
$516K +$113K +460 +25%
CAI
1321
Capital Advisors Inc
Oklahoma
$514K -$14.1M -57,448 -96%
CP
1322
Covenant Partners
Tennessee
$514K +$20.9K +85 +4%
AC
1323
Apogem Capital
New York
$513K +$556K +2,263 New
Assenagon Asset Management
1324
Assenagon Asset Management
Luxembourg
$512K -$12.1M -49,144 -96%
CWP
1325
Curated Wealth Partners
California
$512K -$32.4K -132 -6%