We are live on ! Find out more
COIN icon

Coinbase

Name Holding Trade Value Shares
Change
Change in
Stake
Close Asset Management
801
Close Asset Management
United Kingdom
$5K – – –
AIC
802
Archer Investment Corporation
Indiana
$4.99K – – –
RWM
803
Raffa Wealth Management
District of Columbia
$4.81K – – –
EWM
804
Evermay Wealth Management
Virginia
$4.81K +$5.41K +27 New
TFM
805
TFC Financial Management
Massachusetts
$4.63K +$601 +3 +13%
MWA
806
MFA Wealth Advisors
Pennsylvania
$4.63K -$26K -130 -83%
BGAI
807
Bruce G. Allen Investments
Colorado
$4.63K – – –
EAM
808
Eukles Asset Management
Ohio
$4.45K – – –
RA
809
Ransom Advisory
Rhode Island
$4.45K – – –
TCOV
810
Trust Company of Vermont
Vermont
$4.45K +$5.01K +25 New
SC
811
Sawyer & Company
Massachusetts
$4K – – –
CFO
812
CVA Family Office
Colorado
$3.74K – – –
PMFA
813
Plante Moran Financial Advisors
Michigan
$3.74K – – –
CFGS
814
Concourse Financial Group Securities
Alabama
$3.74K -$3K -15 -42%
Bartlett & Co Wealth Management
815
Bartlett & Co Wealth Management
Ohio
$3.56K – – –
BAM
816
Bellevue Asset Management
Washington
$3.56K – – –
HNB
817
Hilltop National Bank
Wyoming
$3.56K – – –
TIM
818
Tortoise Investment Management
New York
$3.56K – – –
PWMG
819
Prestige Wealth Management Group
New Jersey
$3.39K – – –
CIAS
820
CBIZ Investment Advisory Services
Ohio
$3.38K – – –
CA
821
Centerpoint Advisors
Massachusetts
$3K – – –
RBC
822
Roble Belko & Company
Pennsylvania
$3K – – –
CPG
823
Cornerstone Planning Group
New Jersey
$2.86K -$5.41K -27 -68%
FFO
824
Fortitude Family Office
Arizona
$2.85K +$200 +1 +7%
CWP
825
Concord Wealth Partners
Virginia
$2.81K -$2.2K -11 -41%