We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1051
Plante Moran Financial Advisors
Michigan
$2.24K +$2.52K +5 New
CA
1052
Centerpoint Advisors
Massachusetts
$2K – – –
AW
1053
Avion Wealth
Texas
$2K +$2.01K +4 +133%
OAJ
1054
Ogorek Anthony Joseph
New York
$2K +$2.52K +5 New
CIA
1055
Cape Investment Advisory
Georgia
$1.79K – – –
AP
1056
Arlington Partners
Alabama
$1.79K -$16.1K -32 -89%
TFM
1057
TFC Financial Management
Massachusetts
$1.79K -$9.56K -19 -83%
AAP
1058
Arax Advisory Partners
Colorado
$1.34K – – –
FSWA
1059
Financial Synergies Wealth Advisors
Texas
$1.34K – – –
EWM
1060
Evermay Wealth Management
Virginia
$1.34K +$1.51K +3 New
PSB
1061
Piscataqua Savings Bank
New Hampshire
$1.34K – – –
2L
1062
25 LLC
Missouri
$1.27K +$1.51K +3 New
VNA
1063
Valley National Advisers
Pennsylvania
$1K – – –
TFGT
1064
TS Financial Group (TSFG)
Illinois
$1K +$1.01K +2 New
SIS
1065
Sound Income Strategies
Florida
$897 – – –
WWM
1066
Wolff Wiese Magana
California
$895 -$1.01K -2 -50%
TWD
1067
True Wealth Design
Ohio
$895 – – –
DWA
1068
Delos Wealth Advisors
Texas
$448 – – –
GJIA
1069
Glass Jacobson Investment Advisors
Maryland
$448 +$503 +1 New
ACM
1070
Antonetti Capital Management
Florida
$447 – – –
TWP
1071
TFO Wealth Partners
Ohio
$447 – – –
EIP
1072
Epoch Investment Partners
New York
– -$51.9M -106,915 Closed
JCM
1073
Junto Capital Management
New York
– -$43.1M -88,696 Closed
CI
1074
Cambiar Investors
Colorado
– -$28.5M -58,633 Closed
PCH
1075
Polar Capital Holdings
United Kingdom
– -$22.6M -46,486 Closed