We are live on ! Find out more
SHOP icon

Shopify
SHOP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
801
Conservest Capital Advisors
Pennsylvania
$299K +$59.1K +720 +19%
ACI
802
Alpha Cubed Investments
California
$298K -$95.2K -1,160 -21%
IAP
803
Indie Asset Partners
Indiana
$298K -$16.4K -200 -4%
DY
804
Dowling & Yahnke
California
$298K +$9.03K +110 +3%
FFM
805
Forum Financial Management
Illinois
$296K +$3.28K +40 +0.9%
HLOC
806
H.L. Ormond & Company
North Carolina
$296K +$118K +1,440 +49%
SFA
807
Sequoia Financial Advisors
Ohio
$295K +$169K +2,060 +90%
GRP
808
Global Retirement Partners
California
$295K +$746K +9,090 New
CA
809
Cullinan Associates
Kentucky
$292K -$138K -1,680 -28%
WJWM
810
Williams Jones Wealth Management
New York
$292K +$82.1K +1,000 +30%
RDWM
811
Red Door Wealth Management
Tennessee
$291K -$112K -1,360 -24%
MFW
812
Meristem Family Wealth
Minnesota
$291K +$45.2K +550 +15%
WAG
813
Winthrop Advisory Group
Massachusetts
$290K +$38.6K +470 +12%
OIA
814
Optimum Investment Advisors
Illinois
$289K +$197K +2,400 +128%
BC
815
Brookfield Corp
Ontario, Canada
$289K +$351K +4,270 New
WANY
816
Wealthspire Advisors (New York)
New York
$287K -$65.7K -800 -16%
CB
817
CNB Bank
Pennsylvania
$286K +$145K +1,770 +72%
FH
818
FWG Holdings
Florida
$285K +$80.5K +980 +30%
ACM
819
AlphaStar Capital Management
North Carolina
$285K +$92.8K +1,130 +37%
PFWA
820
Paces Ferry Wealth Advisors
Georgia
$284K +$345K +4,200 New
AC
821
ASB Consultores
Florida
$283K +$157K +1,910 +84%
EWM
822
Evercore Wealth Management
New York
$280K – – –
WP
823
WMS Partners
Maryland
$280K +$190K +2,320 +127%
BCA
824
Bay Colony Advisors
Massachusetts
$278K +$41.1K +500 +14%
RA
825
RFG Advisory
Alabama
$276K +$18.1K +220 +6%
31 32
33
34 35