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Openlane

Name Holding Trade Value Shares
Change
Change in
Stake
Quarry LP
326
Quarry LP
New York
$1.77K +$1.5K +43 New
IAIM
327
International Assets Investment Management
Florida
$1.49K – – –
Creative Capital Management Investments
328
Creative Capital Management Investments
California
$1.32K +$1.12K +32 New
IFG Advisory
329
IFG Advisory
Georgia
$1.16K +$979 +28 New
Covestor
330
Covestor
United Kingdom
$1K -$51.8K -1,483 -99%
Larson Financial Group
331
Larson Financial Group
Missouri
$990 – – –
Plante Moran Financial Advisors
332
Plante Moran Financial Advisors
Michigan
$907 +$769 +22 New
Raffa Wealth Management
333
Raffa Wealth Management
District of Columbia
$866 +$35 +1 +5%
DiNuzzo Private Wealth
334
DiNuzzo Private Wealth
Pennsylvania
$825 – – –
Investors Portfolio Services
335
Investors Portfolio Services
Washington
$825 +$699 +20 New
Ankerstar Wealth
336
Ankerstar Wealth
Texas
$784 – – –
Clearstead Advisors
337
Clearstead Advisors
Ohio
$784 +$664 +19 New
True Wealth Design
338
True Wealth Design
Ohio
$743 – – –
Physician Wealth Advisors
339
Physician Wealth Advisors
Utah
$702 -$489 -14 -45%
Bay Harbor Wealth Management
340
Bay Harbor Wealth Management
Maryland
$701 +$175 +5 +42%
HFM Investment Advisors
341
HFM Investment Advisors
New Jersey
$578 +$245 +7 +100%
Rialto Wealth Management
342
Rialto Wealth Management
New York
$454 +$140 +4 +57%
Gilpin Wealth Management
343
Gilpin Wealth Management
Colorado
$413 +$280 +8 +400%
LRI Investments
344
LRI Investments
Florida
$289 +$245 +7 New
CoreCap Advisors
345
CoreCap Advisors
Michigan
$247 +$210 +6 New
Davis Capital Management
346
Davis Capital Management
Florida
$247 +$210 +6 New
GHP Investment Advisors
347
GHP Investment Advisors
Colorado
$165 – – –
Abound Wealth Management
348
Abound Wealth Management
Tennessee
$124 -$175 -5 -63%
DecisionPoint Financial
349
DecisionPoint Financial
Arizona
$121 +$105 +3 New
Dunhill Financial
350
Dunhill Financial
United Kingdom
$95 – – –