We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
876
CVA Family Office
Colorado
$42.7K – – –
First Manhattan
877
First Manhattan
New York
$42.2K -$8.54K -194 -18%
JWA
878
JFS Wealth Advisors
Pennsylvania
$41.1K +$484 +11 +1%
IAIM
879
Industrial Alliance Investment Management
Quebec, Canada
$41K -$74.6K -1,696 -67%
HWP
880
Highline Wealth Partners
California
$40.7K – – –
WWM
881
Wolff Wiese Magana
California
$40.7K +$4.4K +100 +13%
RFG
882
RFP Financial Group
Georgia
$39.1K -$3.08K -70 -8%
PMFA
883
Plante Moran Financial Advisors
Michigan
$38.8K – – –
TCA
884
Trifecta Capital Advisors
Illinois
$38.4K – – –
BEI
885
Benjamin Edwards Inc
Missouri
$37K +$2.16K +49 +7%
GI
886
Gradient Investments
Minnesota
$36.4K – – –
WTA
887
Washington Trust Advisors
Massachusetts
$36.3K +$6.6K +150 +25%
BBPWM
888
Blue Bell Private Wealth Management
Pennsylvania
$36.2K +$18.5K +420 +125%
BCM
889
Bourgeon Capital Management
Connecticut
$36K – – –
DF
890
DecisionPoint Financial
Arizona
$36K – – –
OLVIG
891
Oliver Lagore Vanvalin Investment Group
Michigan
$36K +$4.4K +100 +15%
PCIG
892
Partners Capital Investment Group
Massachusetts
$33.6K – – –
KM
893
Kalos Management
Georgia
$33.6K +$30.8K +700 New
QPBE
894
Quintet Private Bank (Europe)
Luxembourg
$33.1K +$29.8K +677 New
PCC
895
Park Circle Company
Maryland
$31.2K +$24.2K +550 +550%
GA
896
GoalVest Advisory
New York
$31K +$2.95K +67 +12%
JFGIW
897
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30.7K – – –
RCM
898
Raleigh Capital Management
North Carolina
$30.5K +$5.1K +116 +22%
CT
899
Cambridge Trust
Massachusetts
$28.8K -$3.96K -90 -13%
CWP
900
Concord Wealth Partners
Virginia
$28.8K – – –