We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FP
476
Financial Perspectives
Minnesota
$66.1K
VWM
477
Venturi Wealth Management
Texas
$65.3K +$63K +988 New
IUHSA
478
Itau Unibanco Holding S.A.
Brazil
$64.4K +$24.1K +378 +63%
MPWT
479
MassMutual Private Wealth & Trust
Connecticut
$61.9K -$4.59K -72 -7%
CFO
480
CVA Family Office
Colorado
$57.4K -$701 -11 -1%
GM
481
GeoWealth Management
Illinois
$57.1K +$55.1K +864 New
SPIA
482
Steward Partners Investment Advisory
New York
$55.9K -$12.7K -199 -19%
CFG
483
CKW Financial Group
Hawaii
$54K -$12.8K -200 -20%
SIC
484
Salem Investment Counselors
North Carolina
$51.5K
A
485
Allianz
Germany
$46.9K -$15.9K -250 -26%
CPA
486
Capital Performance Advisors
California
$45.3K +$43.7K +686 New
CA
487
Continuum Advisory
Idaho
$45.1K -$3.41M -53,510 -99%
HNB
488
Huntington National Bank
Ohio
$43.9K +$4.4K +69 +12%
MG
489
Mather Group
Illinois
$43.3K -$97.8K -1,533 -70%
MCM
490
Manchester Capital Management
Vermont
$42.3K
DMBA
491
Deseret Mutual Benefit Administrators
Utah
$40.1K
PTC
492
Private Trust Company
Ohio
$38.9K +$1.78K +28 +5%
CH
493
Cromwell Holdings
Wyoming
$37.2K +$18K +283 +101%
AAP
494
Arax Advisory Partners
Colorado
$37K
SIM
495
Sentry Investment Management
Wisconsin
$37K -$23.6K -370 -40%
NRG
496
Nemes Rush Group
Michigan
$36.7K +$39.3K +617 +2,204%
HNB
497
Hilltop National Bank
Wyoming
$36.4K
PAS
498
Point72 Asia (Singapore)
Singapore
$33K +$31.9K +500 New
QCG
499
Quadrant Capital Group
Ohio
$33K -$1.4K -22 -4%
EWA
500
EverSource Wealth Advisors
Alabama
$32.3K -$15.4K -241 -33%