We are live on ! Find out more
SHOP icon

Shopify
SHOP

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
776
CreativeOne Wealth
Kansas
$577K -$98.6K -800 -17%
OIM
777
Oder Investment Management
California
$574K -$6.16K -50 -1%
VC
778
Vicus Capital
Pennsylvania
$574K – – –
BG
779
Bollard Group
Massachusetts
$573K – – –
MCP
780
Mirador Capital Partners
California
$573K +$153K +1,240 +46%
GT
781
Greenleaf Trust
Michigan
$570K +$18.5K +150 +4%
JWM
782
JGP Wealth Management
Oregon
$566K +$9.86K +80 +2%
OPWM
783
Oakwell Private Wealth Management
Texas
$565K +$12.3K +100 +3%
IA
784
IFP Advisors
Florida
$564K -$60.4K -490 -11%
CAI
785
Capital Advisors Inc
Oklahoma
$561K +$250K +2,030 +112%
JIC
786
Johnson Investment Counsel
Ohio
$555K +$6.16K +50 +1%
WAG
787
Winthrop Advisory Group
Massachusetts
$554K -$9.86K -80 -2%
ICP
788
Interchange Capital Partners
Pennsylvania
$552K -$320K -2,600 -41%
VHAM
789
Van Hulzen Asset Management
California
$551K -$137K -1,110 -23%
FANJ
790
Financial Architects (New Jersey)
New Jersey
$551K – – –
DT
791
Diversified Trust
Tennessee
$549K +$1.23K +10 +0.3%
ECM
792
Evergreen Capital Management
Washington
$548K +$80.1K +650 +21%
DWM
793
Dorchester Wealth Management
Quebec, Canada
$546K +$8.63K +70 +2%
YIH
794
Y-Intercept (HK)
Hong Kong
$545K -$842K -6,830 -65%
BFA
795
Benedict Financial Advisors
Georgia
$545K – – –
FFA
796
Founders Financial Alliance
North Carolina
$543K – – –
CCA
797
Catalyst Capital Advisors
New York
$541K +$456K +3,700 New
MA
798
MONECO Advisors
Connecticut
$538K – – –
DWT
799
Dorsey & Whitney Trust
South Dakota
$533K -$25.9K -210 -5%
CFO
800
Collective Family Office
Pennsylvania
$532K -$24.6K -200 -5%
30 31
32
33 34