We are live on ! Find out more
NET icon

Cloudflare

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
901
Synergy Asset Management
Washington
$203K +$187K +983 New
RWP
902
RWA Wealth Partners
Massachusetts
$202K +$187K +978 New
WA
903
Wealth Architects
California
$202K +$186K +977 New
CFA
904
CWS Financial Advisors
Michigan
$200K +$185K +970 New
TWM
905
Tripletail Wealth Management
Florida
$191K -$3.81K -20 -2%
MA
906
MSA Advisors
California
$185K +$171K +895 New
CI
907
Corient IA
Florida
$184K +$170K +890 New
SWM
908
Spire Wealth Management
Virginia
$181K -$4.54M -23,794 -96%
AAP
909
Arax Advisory Partners
Colorado
$180K +$21.9K +115 +15%
TRCT
910
Tower Research Capital (TRC)
New York
$166K +$29.4K +154 +24%
CFD
911
Creative Financial Designs
Indiana
$160K -$381 -2 -0.3%
GSEP
912
Golden State Equity Partners
California
$145K +$134K +703 New
QCG
913
Quadrant Capital Group
Ohio
$141K – – –
FLP
914
Financial Life Planners
Arizona
$138K +$128K +670 New
GAA
915
Global Assets Advisory
Florida
$135K +$124K +652 New
VCM
916
Versant Capital Management
Arizona
$131K +$4K +21 +3%
RFP
917
Root Financial Partners
California
$127K +$42.3K +222 +56%
MMCM
918
Murphy & Mullick Capital Management
New York
$125K – – –
TFA
919
Transamerica Financial Advisors
Florida
$125K +$65.2K +342 +129%
GBT
920
Grove Bank & Trust
Florida
$120K +$5.53K +29 +5%
Pacer Advisors
921
Pacer Advisors
Pennsylvania
$120K +$63.9K +335 +135%
PFBT
922
Parkside Financial Bank & Trust
Missouri
$120K -$13.9K -73 -11%
HIA
923
Harbor Investment Advisory
Maryland
$109K +$73K +383 +261%
MG
924
Mather Group
Illinois
$108K +$100K +526 New
HNB
925
Huntington National Bank
Ohio
$105K +$50.7K +266 +110%