We are live on ! Find out more
EE icon

Excelerate Energy

Name Holding Trade Value Shares
Change
Change in
Stake
C
201
Covestor
United Kingdom
$1K +$34 +1 +4%
FNWA
202
Financial Network Wealth Advisors
Utah
$874
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$845
EP
204
Essential Partners
California
$798
CA
205
Clearstead Advisors
Ohio
$722 +$654 +19 New
AssetMark Inc
206
AssetMark Inc
California
$684
CFM
207
Cornerstone Financial Management
Massachusetts
$608 +$551 +16 New
CFO
208
CVA Family Office
Colorado
$570 -$69 -2 -12%
MB
209
MidFirst Bank
Oklahoma
$532
BFS
210
Bare Financial Services
Pennsylvania
$456
SHIM
211
Stone House Investment Management
Pennsylvania
$456
IPS
212
Investors Portfolio Services
Washington
$418 +$379 +11 New
IA
213
IFP Advisors
Florida
$228 -$172 -5 -45%
KFAS
214
Keating Financial Advisory Services
Kansas
$190 -$207 -6 -55%
PTC
215
Private Trust Company
Ohio
$190
CCMI
216
Creative Capital Management Investments
California
$190 +$172 +5 New
FFO
217
Fortitude Family Office
Arizona
$152 -$344 -10 -71%
APFP
218
Action Point Financial Planning
Michigan
$76 +$69 +2 New
RWM
219
Rialto Wealth Management
New York
$38
DF
220
DecisionPoint Financial
Arizona
$38 +$34 +1 New
LI
221
LRI Investments
Florida
$38 +$34 +1 New
HIA
222
Harbor Investment Advisory
Maryland
$2
CMF
223
Counterpoint Mutual Funds
California
-$4.19M -125,387 Closed
HCP
224
Hiddenite Capital Partners
New York
-$4.18M -125,000 Closed
First Trust Advisors
225
First Trust Advisors
Illinois
-$2.7M -80,646 Closed