We are live on ! Find out more
EFX icon

Equifax

Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
801
Creative Capital Management Investments
California
$1.11K +$1.19K +7 New
CWP
802
Clark Wealth Partners
Illinois
$953 -$1.7K -10 -63%
SC
803
SouthState Corp
Florida
$953 -$1.02K -6 -50%
FC
804
Financial Consulate
Maryland
$953 +$170 +1 +20%
WIM
805
Westside Investment Management
California
$952 -$4.77K -28 -82%
EC
806
Elequin Capital
New York
$952
NB
807
NBT Bank
New York
$952
BH
808
Burk Holdings
Oklahoma
$794
ECA
809
Elevated Capital Advisors
Utah
$794
CWP
810
Concord Wealth Partners
Virginia
$794 +$852 +5 New
TFM
811
TFC Financial Management
Massachusetts
$637 -$1.02K -6 -60%
CA
812
Crewe Advisors
Utah
$635 +$170 +1 +33%
CTC
813
Central Trust Company
Missouri
$477 -$2.56K -15 -83%
VWA
814
Valued Wealth Advisors
Utah
$477
BIM
815
Breakwater Investment Management
Washington
$477 +$511 +3 New
TCM
816
Triumph Capital Management
Colorado
$476 -$2.9K -17 -85%
UCB
817
United Community Bank
South Carolina
$476
M
818
MOTCO
Texas
$476 +$511 +3 New
ACA
819
American Capital Advisory
Idaho
$334
BCV
820
Banque Cantonale Vaudoise
Switzerland
$332 -$57.3K -336 -14%
DF
821
DecisionPoint Financial
Arizona
$325 +$341 +2 New
RWS
822
Retirement Wealth Solutions
Wisconsin
$318 -$170 -1 -33%
T
823
Tidemark
California
$317
PS
824
Planning Strategies
Pennsylvania
$317 +$341 +2 New
SWAG
825
Spectrum Wealth Advisory Group
California
$160 +$170 +1 New