We are live on ! Find out more
EQH icon

Equitable Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
TM
401
Torren Management
California
$8.93K +$42 +1 +0.5%
CA
402
Clearstead Advisors
Ohio
$8.91K -$1.27M -30,445 -99%
KSB
403
Kennebec Savings Bank
Maine
$8.78K +$8.36K +200 New
BFS
404
Bare Financial Services
Pennsylvania
$8.56K +$5.43K +130 +200%
PWPS
405
Pinnacle Wealth Planning Services
Ohio
$8.21K +$167 +4 +2%
CFO
406
CVA Family Office
Colorado
$8.12K – – –
W
407
WealthCollab
Washington
$7.81K – – –
PMFA
408
Plante Moran Financial Advisors
Michigan
$7.71K -$1K -24 -12%
ZBNA
409
Zions Bancorporation, National Association
Utah
$7.46K -$65.8K -1,575 -90%
APFP
410
Action Point Financial Planning
Michigan
$7.11K +$6.86K +164 New
C
411
Covestor
United Kingdom
$7K -$293 -7 -4%
MCM
412
Manchester Capital Management
Vermont
$6.89K -$543 -13 -8%
WTA
413
Washington Trust Advisors
Massachusetts
$6.89K +$1.63K +39 +33%
EP
414
Essential Partners
California
$6.76K -$38.9K -930 -86%
CCWM
415
Cassaday & Co Wealth Management
Virginia
$6.76K +$460 +11 +8%
HNW
416
High Note Wealth
Minnesota
$6.71K +$293 +7 +5%
CA
417
Continuum Advisory
Idaho
$5.75K +$5.48K +131 New
TPCW
418
TD Private Client Wealth
New York
$5.66K +$4.51K +108 +514%
TCOV
419
Trust Company of Vermont
Vermont
$5.57K +$5.31K +127 New
AFC
420
Ares Financial Consulting
California
$5.49K – – –
BGAI
421
Bruce G. Allen Investments
Colorado
$5.44K -$627 -15 -11%
MAM
422
Meeder Asset Management
Ohio
$5.35K +$5.1K +122 New
JFG
423
JDM Financial Group
Texas
$5.22K – – –
RWM
424
Rialto Wealth Management
New York
$4.92K +$3.8K +91 +433%
FFA
425
Frazier Financial Advisors
Ohio
$4.78K – – –