We are live on ! Find out more
EQIX icon

Equinix

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
626
Carroll Financial Associates
North Carolina
$14K +$3.51K +9 +28%
FC
627
Ferris Capital
Massachusetts
$13K -$7.41K -19 -33%
TWA
628
TCI Wealth Advisors
Arizona
$13K -$3.12K -8 -18%
PG
629
Patten Group
Tennessee
$13K +$14.4K +37 New
BOPW
630
Brandywine Oak Private Wealth
Pennsylvania
$13K +$14.8K +38 New
TCM
631
Tradewinds Capital Management
Washington
$12K
IIM
632
Ipswich Investment Management
Massachusetts
$11K +$11.7K +30 New
TCOV
633
Trust Company of Vermont
Vermont
$10K -$10.1K -26 -48%
EFSCE
634
Enterprise Financial Services Corp (EFSC)
Missouri
$10K -$9.74K -25 -46%
VFA
635
Valeo Financial Advisors
Indiana
$10K +$3.12K +8 +38%
Schroder Investment Management Group
636
Schroder Investment Management Group
United Kingdom
$9.79K -$204K -523 -2%
PWMG
637
Prestige Wealth Management Group
New Jersey
$8K +$8.96K +23 New
SIA
638
SeaBridge Investment Advisors
New Jersey
$7K
CIA
639
CSat Investment Advisory
Michigan
$7K +$1.95K +5 +36%
KTC
640
Kistler-Tiffany Companies
Pennsylvania
$6K
RWA
641
River Wealth Advisors
Pennsylvania
$6K
FANJ
642
Financial Architects (New Jersey)
New Jersey
$6K +$390 +1 +7%
BL
643
Balentine LLC
Georgia
$6K +$6.24K +16 New
TFO
644
Tarbox Family Office
California
$5K -$1.17K -3 -19%
DBT
645
Dubuque Bank & Trust
Iowa
$5K
PMFA
646
Plante Moran Financial Advisors
Michigan
$5K +$1.95K +5 +56%
PWM
647
PRW Wealth Management
Massachusetts
$5K +$4.68K +12 New
WCM
648
WealthBridge Capital Management
Ohio
$5K +$5.07K +13 New
CFG
649
Citizens Financial Group
Rhode Island
$4K -$15.6K -40 -78%
TFA
650
Toth Financial Advisory
Virginia
$4K