We are live on ! Find out more
BOKF icon

BOK Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Arax Advisory Partners
226
Arax Advisory Partners
Colorado
$2.13K -$90.3K -805 -98%
TWD
227
True Wealth Design
Ohio
$2.01K -$112 -1 -6%
SouthState Corp
228
SouthState Corp
Florida
$2.01K – – –
Hantz Financial Services
229
Hantz Financial Services
Michigan
$2K – – –
DPW
230
DiNuzzo Private Wealth
Pennsylvania
$1.9K – – –
Bogart Wealth LLC
231
Bogart Wealth LLC
Virginia
$1.78K +$561 +5 +50%
RWM
232
Rialto Wealth Management
New York
$1.66K +$224 +2 +17%
Clearstead Advisors
233
Clearstead Advisors
Ohio
$1.66K +$336 +3 +27%
Larson Financial Group
234
Larson Financial Group
Missouri
$1.54K +$336 +3 +30%
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$1.42K – – –
MassMutual Private Wealth & Trust
236
MassMutual Private Wealth & Trust
Connecticut
$1.42K – – –
PWA
237
Principia Wealth Advisory
Texas
$1.3K – – –
CAL
238
Capital Advisors Ltd
Ohio
$1K – – –
CFM
239
Cornerstone Financial Management
Massachusetts
$948 +$897 +8 New
SIC
240
SJS Investment Consulting
Ohio
$830 -$2.35K -21 -75%
BHWM
241
Bay Harbor Wealth Management
Maryland
$829 +$224 +2 +40%
Horizon Investments
242
Horizon Investments
North Carolina
$829 +$785 +7 New
AF
243
Advisornet Financial
Minnesota
$711 – – –
HIA
244
HFM Investment Advisors
New Jersey
$593 – – –
PWA
245
Physician Wealth Advisors
Utah
$593 – – –
SS
246
Sunbelt Securities
Texas
$592 -$561 -5 -50%
AssetMark Inc
247
AssetMark Inc
California
$592 – – –
UMB Bank
248
UMB Bank
Missouri
$592 – – –
BGAI
249
Bruce G. Allen Investments
Colorado
$355 – – –
DF
250
DecisionPoint Financial
Arizona
$237 – – –