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
LEFP
26
Leading Edge Financial Planning
Tennessee
$9.08M +$8.97M +378,373 New
WFA
27
Websterrogers Financial Advisors
South Carolina
$7.85M +$7.75M +326,747 New
CAM
28
CPA Asset Management
Florida
$7.58M +$7.48M +315,578 New
FFS
29
Founders Financial Securities
Maryland
$7.42M +$6.49M +273,672 +771%
HI
30
Horizon Investments
North Carolina
$7.42M +$1.63M +68,679 +29%
ACP
31
Aveo Capital Partners
Colorado
$7.15M +$191K +8,053 +3%
SWA
32
Sax Wealth Advisors
New Jersey
$7.13M +$558K +23,538 +9%
RW
33
REDW Wealth
New Mexico
$7.01M +$929K +39,188 +16%
CPIG
34
Chicago Partners Investment Group
Illinois
$6.74M +$2.58M +108,781 +70%
TFA
35
Triad Financial Advisors
North Carolina
$6.15M +$2.53M +106,898 +72%
RA
36
RFG Advisory
Alabama
$6.13M +$5.7M +240,554 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$5.59M +$3.5M +147,785 +174%
BPA
38
Beacon Pointe Advisors
California
$5.58M +$2.24M +94,476 +68%
Jane Street
39
Jane Street
New York
$5.53M -$472K -19,896 -8%
CPA
40
Cardiff Park Advisors
California
$5.1M -$2.71M -114,154 -35%
AC
41
Applied Capital
Arkansas
$5.02M +$674K +28,425 +16%
TWA
42
TCI Wealth Advisors
Arizona
$4.94M +$3.13M +131,990 +179%
WIM
43
Waycross Investment Management
Washington
$4.88M +$4.82M +203,289 New
SAM
44
Satovsky Asset Management
New York
$4.57M +$2.31M +97,410 +105%
RFP
45
RCS Financial Planning
Maryland
$4.53M +$4.48M +188,849 New
AWM
46
AE Wealth Management
Kansas
$4.21M +$945K +39,873 +29%
JP Morgan Chase
47
JP Morgan Chase
New York
$3.96M +$3.91M +164,856 New
WCA
48
Waypoint Capital Advisors
Minnesota
$3.95M +$346K +14,613 +10%
LFGO
49
Legacy Financial Group (Oklahoma)
Oklahoma
$3.93M +$3.88M +163,790 New
PW
50
Peninsula Wealth
California
$3.87M +$1.85M +77,834 +93%