We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
651
Rockefeller Capital Management
New York
$13K +$12K +136 +1,360%
HFA
652
HC Financial Advisors
California
$13K +$13.2K +150 New
FRA
653
Front Row Advisors
California
$12K +$6.61K +75 +139%
PFBT
654
Parkside Financial Bank & Trust
Missouri
$11K +$881 +10 +9%
PA
655
Procyon Advisors
Connecticut
$11K +$1.94K +22 +21%
LC
656
Lindbrook Capital
California
$11K +$3.17K +36 +39%
LB
657
Legacy Bridge
Iowa
$10K +$9.69K +110 New
BWL
658
Bogart Wealth LLC
Virginia
$9K
TFO
659
Tarbox Family Office
California
$9K +$1.94K +22 +27%
WPA
660
West Paces Advisors
Georgia
$8.85K -$2.03K -23 -19%
SLF
661
Sun Life Financial
Ontario, Canada
$8K
EI
662
Ellevest Inc
New York
$8K +$3.17K +36 +63%
CFFP
663
Center for Financial Planning
Michigan
$8K +$7.93K +90 New
HIM
664
Hillsdale Investment Management
Ontario, Canada
$8K +$7.93K +90 New
TL
665
TrueWealth LLC
Georgia
$7K -$176 -2 -2%
LSA
666
Lion Street Advisors
Texas
$7K +$7.23K +82 New
GCM
667
Gables Capital Management
Florida
$7K +$7.4K +84 New
LWCFA
668
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K -$24.2K -275 -80%
BWM
669
Baystate Wealth Management
Massachusetts
$6K -$8.72K -99 -61%
SIAS
670
Shine Investment Advisory Services
Colorado
$6K -$1.59K -18 -20%
SWM
671
Sugarloaf Wealth Management
Georgia
$5K -$11.2K -127 -71%
FPFS
672
First Personal Financial Services
North Carolina
$5K -$793 -9 -15%
BFC
673
Bedel Financial Consulting
Indiana
$5K
RFA
674
Reilly Financial Advisors
California
$5K
AF
675
Advisornet Financial
Minnesota
$5K +$4.58K +52 New