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
EFP
126
Envision Financial Planning
Tennessee
$4.91M +$672K +21,610 +16%
EWA
127
EverSource Wealth Advisors
Alabama
$4.47M +$1.32M +42,376 +45%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$4.41M +$398K +12,799 +10%
WW
129
Waterfront Wealth
Kansas
$4.31M -$191K -6,148 -4%
SFM
130
Signet Financial Management
New Jersey
$4.29M +$1.57M +50,561 +60%
IWC
131
Integrated Wealth Concepts
Massachusetts
$4M +$12.2K +393 +0.3%
Morgan Stanley
132
Morgan Stanley
New York
$3.96M -$3.35M -107,802 -47%
HSG
133
Helen Stephens Group
Texas
$3.69M +$7.15K +230 +0.2%
WMG
134
WESCAP Management Group
California
$3.51M +$1.17M +37,526 +52%
LSA
135
L & S Advisors
California
$3.46M +$19K +612 +0.6%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$3.28M +$404K +13,007 +15%
SCM
137
Sollinda Capital Management
Florida
$3.28M +$1.59M +51,013 +99%
TI
138
tru Independence
Oregon
$3.26M +$421K +13,553 +15%
KS
139
Karpas Strategies
Connecticut
$3.15M +$870K +28,001 +40%
TIM
140
Tortoise Investment Management
New York
$3.01M +$152K +4,882 +5%
CCM
141
Carlson Capital Management
Minnesota
$2.95M -$117K -3,766 -4%
IAG
142
Investmark Advisory Group
Connecticut
$2.89M +$92.2K +2,967 +3%
BPWM
143
Black Point Wealth Management
Florida
$2.73M +$2.65M +85,345 New
CIAS
144
Capital Investment Advisory Services
North Carolina
$2.67M +$1.02M +32,680 +64%
KWM
145
Kingsview Wealth Management
Oregon
$2.54M -$1.06M -34,171 -30%
V
146
ViaWealth
Kansas
$2.5M -$134K -4,310 -5%
MSFS
147
Main Street Financial Solutions
Pennsylvania
$2.42M +$84.7K +2,726 +4%
AFG
148
Altiora Financial Group
Ohio
$2.36M +$1.21M +38,958 +112%
PAG
149
Private Advisor Group
New Jersey
$2.33M +$333K +10,709 +17%
TWCA
150
Two West Capital Advisors
Kansas
$2.31M +$2.25M +72,312 New