We are live on ! Find out more
CME icon

CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
IA
1026
IFP Advisors
Florida
$640K -$830 -3 -0.1%
Holocene Advisors
1027
Holocene Advisors
New York
$636K +$797K +2,882 New
VFA
1028
Valeo Financial Advisors
Indiana
$635K -$74.1K -268 -9%
MFS
1029
Mirabella Financial Services
United Kingdom
$634K +$794K +2,869 New
RWP
1030
RWA Wealth Partners
Massachusetts
$633K +$18K +65 +2%
CAG
1031
Cypress Advisory Group
Arizona
$631K +$791K +2,858 New
SG
1032
Sienna Gestion
France
$627K +$785K +2,839 New
EFG
1033
Everhart Financial Group
Ohio
$626K -$265K -959 -25%
SC
1034
Sepio Capital
Utah
$624K -$11.6K -42 -1%
WFG
1035
Wills Financial Group
Virginia
$624K +$277 +1 +0%
PAS
1036
PKS Advisory Services
New York
$623K +$780K +2,820 New
BOPW
1037
Brandywine Oak Private Wealth
Pennsylvania
$622K
CT
1038
Coastline Trust
Rhode Island
$618K
VWM
1039
Vertrix Wealth Management
Michigan
$615K -$141K -510 -15%
BHC
1040
Bull Harbor Capital
Maryland
$615K -$106K -383 -12%
MMPW
1041
Mitchell McLeod Pugh & Williams
Alabama
$615K +$830 +3 +0.1%
BA
1042
Bridgewater Advisors
New York
$612K -$30.4K -110 -4%
AF
1043
Alerus Financial
North Dakota
$610K +$712K +2,573 +1,354%
FMI
1044
F/M Investments
District of Columbia
$608K -$3.87K -14 -0.5%
LFA
1045
Legacy Financial Advisors
Kentucky
$605K -$13.3K -48 -2%
FHA
1046
Flagship Harbor Advisors
Massachusetts
$604K +$72.8K +263 +11%
BCM
1047
Becker Capital Management
Oregon
$604K +$12.2K +44 +2%
RL
1048
Rogco LP
Oklahoma
$602K +$56.2K +203 +8%
BC
1049
Burney Company
Virginia
$597K -$255K -923 -25%
RCM
1050
RB Capital Management
Nevada
$597K +$30.4K +110 +4%