We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
726
CVA Family Office
Colorado
$30K – – –
VNA
727
Valley National Advisers
Pennsylvania
$30K +$73 +4 +0.3%
EI
728
Ellevest Inc
New York
$30K +$6.59K +361 +29%
BCA
729
Berman Capital Advisors
Georgia
$30K +$8.72K +478 +43%
NNP
730
Nachman Norwood & Parrott
South Carolina
$30K +$29.2K +1,601 New
TF
731
TimeScale Financial
Massachusetts
$29K – – –
ZB
732
Zions Bancorporation
Utah
$28K -$73 -4 -0.3%
DI
733
Disciplined Investments
Oklahoma
$28K – – –
PCC
734
Park Circle Company
Maryland
$28K – – –
MCM
735
Manchester Capital Management
Vermont
$28K +$657 +36 +3%
GRP
736
Global Retirement Partners
California
$27K -$23.4K -1,280 -47%
CAM
737
CenterStar Asset Management
Illinois
$27K – – –
EG
738
Enstar Group
Bermuda
$27K – – –
TH
739
TCTC Holdings
Texas
$27K – – –
FNBOSM
740
First National Bank of South Miami
Florida
$25K – – –
RIM
741
Rockbridge Investment Management
New York
$25K – – –
HCP
742
Hexagon Capital Partners
Arkansas
$25K +$25.1K +1,375 New
NSIM
743
North Star Investment Management
Illinois
$24K -$3.65K -200 -14%
CI
744
CX Institutional
Indiana
$24K +$17.6K +962 +316%
CT
745
Caldwell Trust
Florida
$22.9K -$14.4K -787 -39%
NIC
746
Northwest Investment Counselors
Oregon
$22K +$21.1K +1,154 New
HIIFS
747
Harel Insurance Investments & Financial Services
Israel
$21K -$252K -13,797 -93%
BWM
748
BerganKDV Wealth Management
Minnesota
$21K – – –
EW
749
Evoke Wealth
California
$20K -$1.84K -101 -9%
GI
750
Gradient Investments
Minnesota
$20K -$36 -2 -0.2%