We are live on ! Find out more
RF icon

Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
651
Clearview Wealth Advisors
Oregon
$42K +$39.3K +2,010 New
AFS
652
Annapolis Financial Services
Maryland
$41K – – –
GCM
653
Gables Capital Management
Florida
$41K – – –
CAC
654
Certified Advisory Corp
Florida
$41K +$38.9K +1,990 New
LWM
655
Liberty Wealth Management
California
$40K – – –
CIA
656
CSat Investment Advisory
Michigan
$37K -$14.2K -728 -29%
MSFP
657
Mark Sheptoff Financial Planning
Connecticut
$37K -$13.7K -700 -28%
AS
658
Altshuler Shaham
Israel
$37K +$35K +1,789 New
ACM
659
Allred Capital Management
Texas
$35.9K +$34K +1,738 New
Loomis, Sayles & Company
660
Loomis, Sayles & Company
Massachusetts
$35K -$24.8K -1,271 -43%
CCM
661
Covington Capital Management
California
$35K – – –
TWA
662
TCI Wealth Advisors
Arizona
$33K +$4.79K +245 +18%
MS
663
Maven Securities
Jersey
$33K +$31.2K +1,598 New
HFM
664
Harvest Fund Management
China
$33K +$32K +1,635 New
EW
665
Evoke Wealth
California
$32K +$5.04K +258 +20%
ST
666
Smithfield Trust
Pennsylvania
$31K – – –
PFBT
667
Parkside Financial Bank & Trust
Missouri
$31K +$352 +18 +1%
DA
668
Denali Advisors
California
$29K +$27.4K +1,400 New
LC
669
Lindbrook Capital
California
$27K – – –
TFO
670
Tarbox Family Office
California
$27K – – –
CWP
671
Concord Wealth Partners
Virginia
$27K +$24.4K +1,246 +1,538%
BHWM
672
Bay Harbor Wealth Management
Maryland
$26K -$36.4K -1,862 -60%
RIA
673
RPG Investment Advisory
California
$25K – – –
IPW
674
IronBridge Private Wealth
Texas
$25K +$235 +12 +1%
CI
675
CX Institutional
Indiana
$25K +$3.69K +189 +18%