We are live on ! Find out more
CME icon

CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1026
Advyzon Investment Management
Illinois
$648K +$112K +404 +16%
CWS
1027
Confluence Wealth Services
Pennsylvania
$644K +$385K +1,393 +91%
PCM
1028
Polymer Capital Management
New York
$641K +$803K +2,902 New
RI
1029
Ridgewood Investments
New Jersey
$640K -$13.8K -50 -2%
IA
1030
IFP Advisors
Florida
$640K -$830 -3 -0.1%
Holocene Advisors
1031
Holocene Advisors
New York
$636K +$797K +2,882 New
VFA
1032
Valeo Financial Advisors
Indiana
$635K -$74.1K -268 -9%
MFS
1033
Mirabella Financial Services
United Kingdom
$634K +$794K +2,869 New
RWP
1034
RWA Wealth Partners
Massachusetts
$633K +$18K +65 +2%
CAG
1035
Cypress Advisory Group
Arizona
$631K +$791K +2,858 New
SG
1036
Sienna Gestion
France
$627K +$785K +2,839 New
EFG
1037
Everhart Financial Group
Ohio
$626K -$265K -959 -25%
SC
1038
Sepio Capital
Utah
$624K -$11.6K -42 -1%
WFG
1039
Wills Financial Group
Virginia
$624K +$277 +1 +0%
PAS
1040
PKS Advisory Services
New York
$623K +$780K +2,820 New
BOPW
1041
Brandywine Oak Private Wealth
Pennsylvania
$622K – – –
CT
1042
Coastline Trust
Rhode Island
$618K – – –
VWM
1043
Vertrix Wealth Management
Michigan
$615K -$141K -510 -15%
BHC
1044
Bull Harbor Capital
Maryland
$615K -$106K -383 -12%
MMPW
1045
Mitchell McLeod Pugh & Williams
Alabama
$615K +$830 +3 +0.1%
BA
1046
Bridgewater Advisors
New York
$612K -$30.4K -110 -4%
AF
1047
Alerus Financial
North Dakota
$610K +$712K +2,573 +1,354%
FMI
1048
F/M Investments
District of Columbia
$608K -$3.87K -14 -0.5%
LFA
1049
Legacy Financial Advisors
Kentucky
$605K -$13.3K -48 -2%
FHA
1050
Flagship Harbor Advisors
Massachusetts
$604K +$72.8K +263 +11%