We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
1001
Parkside Financial Bank & Trust
Missouri
$31K +$11K +72 +51%
RWA
1002
Ropes Wealth Advisors
Massachusetts
$30K -$3.51K -23 -10%
AF
1003
Allworth Financial
California
$30K – – –
RCG
1004
Ruggie Capital Group
Florida
$30K +$31K +203 New
PWM
1005
PRW Wealth Management
Massachusetts
$30K +$31.2K +204 New
CA
1006
Centerpoint Advisors
Massachusetts
$29K – – –
MFW
1007
Mosaic Family Wealth
Missouri
$27K – – –
LWM
1008
Liberty Wealth Management
California
$27K +$28.9K +189 New
LWA
1009
Lenox Wealth Advisors
New York
$26K -$12.1K -79 -31%
VFA
1010
Valeo Financial Advisors
Indiana
$26K -$2.75K -18 -9%
AS
1011
Altshuler Shaham
Israel
$26K +$2.29K +15 +9%
CA
1012
Claro Advisors
Massachusetts
$26K +$25.7K +168 New
OAJ
1013
Ogorek Anthony Joseph
New York
$25K +$7.64K +50 +41%
TCM
1014
Tributary Capital Management
Nebraska
$25K +$26K +170 New
FTI
1015
Fiduciary Trust International
Massachusetts
$25K +$26.1K +171 New
Pacer Advisors
1016
Pacer Advisors
Pennsylvania
$24K -$2.09M -13,691 -99%
TNBTD
1017
Trustmark National Bank Trust Department
Mississippi
$24K – – –
LC
1018
Lavaca Capital
Texas
$24K +$24.9K +163 New
VCM
1019
Vigilant Capital Management
Maine
$23K – – –
WPA
1020
West Paces Advisors
Georgia
$23K – – –
AIM
1021
Advantage Investment Management
Iowa
$22K -$2.6K -17 -10%
PWMG
1022
Prestige Wealth Management Group
New Jersey
$22K +$22.8K +149 New
FIB
1023
First Interstate Bank
Montana
$20K – – –
TFO
1024
Tarbox Family Office
California
$20K – – –
FC
1025
Ferris Capital
Massachusetts
$19K -$5.04K -33 -20%