We are live on ! Find out more
INVX icon

Innovex International

Name Holding Trade Value Shares
Change
Change in
Stake
FRA
201
Front Row Advisors
California
$4K – – –
TFO
202
Tarbox Family Office
California
$4K – – –
OPS
203
Orion Portfolio Solutions
Nebraska
$4K +$4.17K +91 New
BCA
204
Berman Capital Advisors
Georgia
$3K – – –
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
LF
206
Lee Financial
Texas
$3K – – –
PFBT
207
Parkside Financial Bank & Trust
Missouri
$3K – – –
TWA
208
TCI Wealth Advisors
Arizona
$2K +$870 +19 +100%
SL
209
Savior LLC
Massachusetts
$2K +$2.24K +49 New
ACM
210
Allred Capital Management
Texas
$1.41K +$1.37K +30 New
ASN
211
Advisory Services Network
Georgia
$1K – – –
HGWM
212
Harvest Group Wealth Management
Massachusetts
$1K – – –
SF
213
Synovus Financial
Georgia
$1K +$549 +12 New
Chevy Chase Trust
214
Chevy Chase Trust
Maryland
$1K +$733 +16 New
CFGS
215
Concourse Financial Group Securities
Alabama
$1K +$733 +16 +229%
CI
216
Cordant Inc
Oregon
$1K +$824 +18 New
ADL
217
Asset Dedication LLC
California
$1K +$916 +20 New
JSC
218
Jackson Square Capital
California
$1K +$1.01K +22 New
SWM
219
Sugarloaf Wealth Management
Georgia
$1K +$1.42K +31 New
RWM
220
Raffa Wealth Management
District of Columbia
$985 – – –
Fuller & Thaler Asset Management
221
Fuller & Thaler Asset Management
California
– -$9.55M -190,241 Closed
DCM
222
Driehaus Capital Management
Illinois
– -$4.42M -88,187 Closed
3C
223
361 Capital
Colorado
– -$2.71M -53,937 Closed
TAM
224
Telemark Asset Management
Massachusetts
– -$2.51M -50,000 Closed
OAM
225
Oxford Asset Management
United Kingdom
– -$1.85M -36,794 Closed