We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
APW
751
Aventura Private Wealth
Florida
$125K -$2.99K -14 -2%
WSFS
752
Wilmington Savings Fund Society
Delaware
$123K -$17.1K -80 -13%
AF
753
Allworth Financial
California
$122K +$4.69K +22 +4%
CFFP
754
Center for Financial Planning
Michigan
$120K
MIM
755
MTM Investment Management
South Carolina
$114K
MTC
756
Matrix Trust Company
Colorado
$104K -$215K -1,009 -69%
T
757
TOBAM
France
$104K -$35.8K -168 -27%
RCM
758
Richardson Capital Management
Wisconsin
$103K
AT
759
Avalon Trust
New Mexico
$99.4K -$32K -150 -26%
AAP
760
Arax Advisory Partners
Colorado
$97.8K +$91.5K +429 New
ZBNA
761
Zions Bancorporation, National Association
Utah
$95.1K +$21.5K +101 +32%
SAG
762
SageView Advisory Group
California
$94.9K +$88.7K +416 New
SAM
763
Smartleaf Asset Management
Massachusetts
$91.4K +$1.71K +8 +2%
RFP
764
Root Financial Partners
California
$88.7K +$23.3K +109 +39%
CA
765
Clearstead Advisors
Ohio
$88.3K -$28.4K -133 -26%
SWM
766
Spire Wealth Management
Virginia
$86.4K
TCOV
767
Trust Company of Vermont
Vermont
$85.3K
OL
768
OneFund LLC
Florida
$81.9K +$3.84K +18 +5%
WIM
769
Westside Investment Management
California
$81.5K
AGWCA
770
Annis Gardner Whiting Capital Advisors
Florida
$80.3K +$2.56K +12 +4%
AIM
771
ARK Investment Management
Florida
$78.2K +$6.83K +32 +10%
CH
772
Cromwell Holdings
Wyoming
$77.5K
CFO
773
CVA Family Office
Colorado
$75.9K
AssetMark Inc
774
AssetMark Inc
California
$71K +$19.6K +92 +42%
CSPIA
775
Cary Street Partners Investment Advisory
Virginia
$69.1K +$64.6K +303 New