We are live on ! Find out more
RBA icon

RB Global
RBA

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
501
Clearstead Trust
Maine
$6.52K +$5.89K +56 New
PMFA
502
Plante Moran Financial Advisors
Michigan
$6.17K +$5.58K +53 New
OC
503
Oakworth Capital
Alabama
$6.05K – – –
AW
504
Avion Wealth
Texas
$6K +$1.47K +14 +31%
BBHC
505
Brown Brothers Harriman & Co
New York
$5.24K +$1.79K +17 +61%
EI
506
EFG International
$4.89K – – –
PWMG
507
Private Wealth Management Group
New Jersey
$4.78K – – –
SIM
508
Synergy Investment Management
Florida
$4.61K +$4.21K +40 New
APFP
509
Action Point Financial Planning
Michigan
$4.42K +$4.31K +41 New
NSIM
510
North Star Investment Management
Illinois
$4.19K +$526 +5 +16%
TC
511
Tacita Capital
Ontario, Canada
$4.18K – – –
BCM
512
Boreal Capital Management
Florida
$4.08K – – –
HFS
513
Hughes Financial Services
Virginia
$4.08K +$1.47K +14 +67%
SS
514
SBI Securities
Japan
$4.08K +$3.58K +34 +3,400%
EWP
515
Elevation Wealth Partners
California
$3.96K +$3.58K +34 New
HNW
516
High Note Wealth
Minnesota
$3.96K +$3.47K +33 +3,300%
WETS
517
Wealth Enhancement Trust Services
South Dakota
$3.96K +$3.58K +34 New
DRP
518
Decker Retirement Planning
Utah
$3.84K – – –
SIC
519
SJS Investment Consulting
Ohio
$3.84K +$3.37K +32 +3,200%
BHWM
520
Beaird Harris Wealth Management
Texas
$3.73K – – –
CMA
521
Cedar Mountain Advisors
Oregon
$3.61K – – –
MNA
522
Manning & Napier Advisors
New York
$3.31K +$3.05K +29 New
CTB
523
Country Trust Bank
Illinois
$3.26K – – –
MWA
524
Medallion Wealth Advisors
Connecticut
$3.14K – – –
RWM
525
Raffa Wealth Management
District of Columbia
$3.14K +$947 +9 +50%
19 20
21
22 23