We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
976
One Capital Management
California
$381K +$435K +3,995 New
VW
977
Vance Wealth
California
$381K -$109 -1 -0%
FTWA
978
Fifth Third Wealth Advisors
Ohio
$378K +$152K +1,391 +54%
LA
979
LM Advisors
California
$378K -$8.61K -79 -2%
RhumbLine Advisers
980
RhumbLine Advisers
Massachusetts
$376K +$6.65K +61 +2%
BFA
981
Bright Financial Advisors
Michigan
$376K
PTP
982
Platform Technology Partners
New York
$375K -$66.7K -612 -13%
NA
983
Nautilus Advisors
California
$374K -$70.8K -650 -14%
MGIA
984
Moneta Group Investment Advisors
Missouri
$373K -$10.6K -97 -2%
OFG
985
Oxford Financial Group
Indiana
$372K +$6.1K +56 +1%
RRA
986
Round Rock Advisors
Connecticut
$370K
EL
987
EWA LLC
Pennsylvania
$366K +$119K +1,093 +40%
TVM
988
True Vision MN
Minnesota
$366K -$3.16K -29 -0.8%
SFCL
989
Strengthening Families & Communities LLC
Massachusetts
$365K +$113K +1,041 +34%
EFS
990
Essex Financial Services
Connecticut
$364K +$416K +3,815 New
BSG
991
Black Swift Group
Colorado
$363K +$414K +3,800 New
CCC
992
Compass Capital Corp
Massachusetts
$362K +$414K +3,795 New
HFM
993
Harvest Fund Management
China
$362K -$625K -5,735 -60%
WAP
994
Wealthcare Advisory Partners
Pennsylvania
$359K -$54.7K -502 -12%
PVI
995
Pine Valley Investments
New Jersey
$357K
BFA
996
Benedict Financial Advisors
Georgia
$356K -$496K -4,552 -55%
DIA
997
Dana Investment Advisors
Wisconsin
$356K +$406K +3,726 New
OAM
998
Occidental Asset Management
California
$354K +$80.5K +739 +25%
WA
999
Wealth Architects
California
$353K -$99.5K -913 -20%
NRI
1000
NFP Retirement Inc
California
$352K +$2.07K +19 +0.5%