We are live on ! Find out more
DUHP icon

U.S. High Relative Profitability Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
CPW
376
Cogent Private Wealth
Florida
$466K +$464K +12,253 New
RWM
377
Rockwood Wealth Management
Pennsylvania
$466K +$64.4K +1,701 +16%
SIM
378
Stratos Investment Management
Ohio
$463K +$871 +23 +0.2%
Comerica Bank
379
Comerica Bank
Texas
$457K +$78K +2,060 +21%
EWA
380
Elevate Wealth Advisory
Georgia
$456K -$5.45K -144 -1%
HR
381
Hardy Reed
Mississippi
$446K +$445K +11,737 New
AC
382
AlphaCore Capital
California
$445K – – –
NWM
383
Navigoe Wealth Management
California
$444K +$10.2K +269 +2%
LI
384
LRI Investments
Florida
$442K -$1.36K -36 -0.3%
WKWM
385
Walter & Keenan Wealth Management
Indiana
$440K +$985 +26 +0.2%
BPWM
386
Badgley Phelps Wealth Managers
Washington
$438K – – –
AWM
387
Angeles Wealth Management
California
$437K – – –
BCA
388
Bay Colony Advisors
Massachusetts
$436K -$54K -1,425 -11%
NSG
389
Nalls Sherbakoff Group
Tennessee
$429K – – –
5NPW
390
55 North Private Wealth
Florida
$424K +$422K +11,143 New
NFW
391
Noble Family Wealth
Florida
$415K -$151K -3,987 -27%
RIM
392
Rockbridge Investment Management
New York
$413K – – –
PWM
393
Perigon Wealth Management
California
$413K – – –
DEM
394
Disciplined Equity Management
Florida
$412K – – –
SF
395
Summit Financial
New Jersey
$411K -$17.8K -471 -4%
QCIG
396
Quad-Cities Investment Group
Iowa
$408K -$18.4K -485 -4%
HA
397
Hanover Advisors
South Carolina
$397K – – –
PL
398
Plancorp LLC
Missouri
$390K – – –
CSW
399
Cogent Strategic Wealth
Illinois
$382K +$377K +9,942 New
AWM
400
Avondale Wealth Management
Texas
$377K -$38 -1 -0%