We are live on ! Find out more
CPAY icon

Corpay

Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
501
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K +$14.4K +56 New
TFO
502
Tarbox Family Office
California
$14K -$1.03K -4 -7%
CAGAS
503
Capital Advisory Group Advisory Services
Minnesota
$14K – – –
SLF
504
Sun Life Financial
Ontario, Canada
$14K – – –
PWMG
505
Prestige Wealth Management Group
New Jersey
$13K -$5.39K -21 -31%
Bogart Wealth LLC
506
Bogart Wealth LLC
Virginia
$13K – – –
HR
507
Howe & Rusling
New York
$13K – – –
PB
508
Pinnacle Bancorp
Nebraska
$13K – – –
Bartlett & Co Wealth Management
509
Bartlett & Co Wealth Management
Ohio
$12K +$1.8K +7 +19%
Farmers & Merchants Investments Inc
510
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
Bartlett & Co
511
Bartlett & Co
Ohio
$12K +$1.8K +7 +19%
EARNEST Partners
512
EARNEST Partners
Georgia
$11K – – –
Cullen/Frost Bankers
513
Cullen/Frost Bankers
Texas
$11K +$257 +1 +3%
SIAG
514
Safeguard Investment Advisory Group
California
$11K +$11K +43 New
PEAK6 Investments
515
PEAK6 Investments
Illinois
$10K -$129K -501 -93%
AssetMark Inc
516
AssetMark Inc
California
$10K – – –
GWS
517
Glassman Wealth Services
Virginia
$10K – – –
RWA
518
Ropes Wealth Advisors
Massachusetts
$10K +$257 +1 +3%
CWC
519
Carolinas Wealth Consulting
North Carolina
$9K +$2.05K +8 +33%
BWM
520
BerganKDV Wealth Management
Minnesota
$9K +$7.19K +28 +560%
MF
521
Manchester Financial
California
$8K – – –
LWANC
522
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
SWA
523
Sutton Wealth Advisors
Florida
$6.28K +$770 +3 +15%
NFG
524
Next Financial Group
Texas
$6K -$2.82K -11 -33%
OC
525
Oakworth Capital
Alabama
$6K – – –