We are live on ! Find out more
MNDY icon

monday.com

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Global Advisers
251
Vanguard Global Advisers
Pennsylvania
$17.6K +$24.4K +254 New
PWPS
252
Pinnacle Wealth Planning Services
Ohio
$16.6K +$5.37K +56 +30%
VCM
253
Versant Capital Management
Arizona
$16.4K -$6.81K -71 -23%
AF
254
Allworth Financial
California
$15.5K +$8.93K +93 +70%
AS
255
Altshuler Shaham
Israel
$13.8K +$17.7K +184 +1,150%
BTI
256
Blue Trust Inc
Georgia
$12.7K -$672 -7 -4%
OCWP
257
Owl Creek Wealth Partners
Colorado
$9.05K +$12.6K +131 New
TWD
258
True Wealth Design
Ohio
$8.29K +$10.9K +114 +1,900%
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$7.46K +$7.2K +75 +227%
FCMT
260
Founders Capital Management (Texas)
Texas
$6.91K +$9.6K +100 New
SL
261
Salomon & Ludwin
Virginia
$6.63K +$5.18K +54 +126%
HI
262
Harbour Investments
Wisconsin
$5.6K -$72.2K -752 -90%
SFAM
263
Sawyer Falduto Asset Management
Illinois
$5.46K +$7.58K +79 New
SIC
264
SJS Investment Consulting
Ohio
$5.32K +$7.1K +74 +2,467%
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$5.18K +$5.18K +54 +257%
VNA
266
Valley National Advisers
Pennsylvania
$5K
BW
267
Bravera Wealth
North Dakota
$4.35K +$6.05K +63 New
CSB
268
City State Bank
Iowa
$3.11K
UB
269
UMB Bank
Missouri
$2.76K +$3.84K +40 New
GKIM
270
GW&K Investment Management
Massachusetts
$2K +$1.92K +20 +250%
RFP
271
Root Financial Partners
California
$1.8K
ASN
272
Advisory Services Network
Georgia
$1.52K +$2.11K +22 New
LI
273
LRI Investments
Florida
$1.38K +$384 +4 +25%
BIA
274
Bell Investment Advisors
California
$1.31K -$384 -4 -17%
WWM
275
Wolff Wiese Magana
California
$1.31K