We are live on ! Find out more
DV icon

DoubleVerify

Name Holding Trade Value Shares
Change
Change in
Stake
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$1.08K
RFP
302
Root Financial Partners
California
$1.04K +$1.29K +87 New
BFS
303
Bare Financial Services
Pennsylvania
$1.02K +$638 +43 +102%
T. Rowe Price Investment Management
304
T. Rowe Price Investment Management
Maryland
$1K +$964 +65 New
AssetMark Inc
305
AssetMark Inc
California
$683 -$3.46K -233 -80%
BIA
306
Bell Investment Advisors
California
$588 -$193 -13 -21%
AA
307
Ancora Advisors
Ohio
$587
PWA
308
Physician Wealth Advisors
Utah
$468 +$578 +39 New
BTI
309
Blue Trust Inc
Georgia
$455 -$1.2K -81 -68%
JWA
310
JFS Wealth Advisors
Pennsylvania
$420 +$474 +32 +1,067%
TFM
311
TFC Financial Management
Massachusetts
$408
ASN
312
Advisory Services Network
Georgia
$395 +$489 +33 New
CPG
313
Cornerstone Planning Group
New Jersey
$388 +$2.33K +157 New
MCM
314
MV Capital Management
Maryland
$360
BGAI
315
Bruce G. Allen Investments
Colorado
$323 -$222 -15 -36%
KG
316
Kilter Group
New York
$228 -$1.02K -69 -78%
TFA
317
Transamerica Financial Advisors
Florida
$132 +$163 +11 New
PS
318
Principal Securities
Iowa
$120
DPW
319
DiNuzzo Private Wealth
Pennsylvania
$98 +$89 +6 New
AWM
320
Abound Wealth Management
Tennessee
$96
RWM
321
Rialto Wealth Management
New York
$96 +$104 +7 +700%
CIBC Private Wealth Group
322
CIBC Private Wealth Group
Georgia
$24
HIA
323
HFM Investment Advisors
New Jersey
$24 +$15 +1 +100%
BHWM
324
Bay Harbor Wealth Management
Maryland
$23 +$15 +1 +100%
SCM
325
SG Capital Management
Illinois
-$33.3M -2,247,262 Closed