We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VR
401
Vision Retirement
New Jersey
$36.2K
IAS
402
IMA Advisory Services
Colorado
$32.8K
AG
403
AmeriFlex Group
Nevada
$30.6K
ST
404
Smithfield Trust
Pennsylvania
$28K
Bessemer Group
405
Bessemer Group
New Jersey
$28K +$3.39K +31 +16%
JWM
406
JPL Wealth Management
Colorado
$25.2K
VSQM
407
V-Square Quantitative Management
Illinois
$24.7K +$22.4K +205 New
MIM
408
MTM Investment Management
South Carolina
$24.1K
PWAM
409
Private Wealth Asset Management
Iowa
$22.9K -$4.92K -45 -19%
AUB
410
Atlantic Union Bankshares
Virginia
$21.7K
VCM
411
Versant Capital Management
Arizona
$17.9K +$5.57K +51 +53%
SS
412
SBI Securities
Japan
$17.4K -$6.12K -56 -28%
C
413
Covestor
United Kingdom
$17K -$236K -2,162 -94%
EP
414
Essential Partners
California
$16.4K
SAM
415
Smartleaf Asset Management
Massachusetts
$13.8K
PTC
416
Private Trust Company
Ohio
$13.2K
EWA
417
EverSource Wealth Advisors
Alabama
$13K -$29.3K -268 -71%
GSWM
418
Golden State Wealth Management
California
$12.7K
BHWM
419
Beaird Harris Wealth Management
Texas
$12.5K +$11.1K +102 +5,100%
LFG
420
Larson Financial Group
Missouri
$12.4K +$765 +7 +7%
HWM
421
HighMark Wealth Management
Minnesota
$12.1K
KFI
422
Key Financial Inc
Pennsylvania
$12.1K
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$12.1K
DJSG
424
D.J. St. Germain
Massachusetts
$12.1K +$10.9K +100 New
AF
425
Advisornet Financial
Minnesota
$10.9K