We are live on ! Find out more
TBBK icon

The Bancorp

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
251
CVA Family Office
Colorado
$2.76K +$745 +13 +42%
EP
252
Essential Partners
California
$2.76K +$1.55K +27 +159%
PA
253
Parallel Advisors
California
$2.44K -$2.06K -36 -48%
APFP
254
Action Point Financial Planning
Michigan
$2.19K +$2.06K +36 New
VWA
255
Valued Wealth Advisors
Utah
$1.88K +$1.72K +30 New
ZBNA
256
Zions Bancorporation, National Association
Utah
$1.88K
JWA
257
JFS Wealth Advisors
Pennsylvania
$1.75K +$286 +5 +22%
AssetMark Inc
258
AssetMark Inc
California
$1.69K
QL
259
Quarry LP
New York
$1.63K +$1.49K +26 New
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$1.57K
JWM
261
JPL Wealth Management
Colorado
$1.44K
FFO
262
Fortitude Family Office
Arizona
$1.31K +$344 +6 +40%
SEP
263
Signature Equity Partners
Ohio
$1.19K
AW
264
Avion Wealth
Texas
$1K
BIA
265
Bell Investment Advisors
California
$940
CCMI
266
Creative Capital Management Investments
California
$689 +$630 +11 New
SGFG
267
Silver Grove Financial Group
New York
$689 +$630 +11 New
SIC
268
SJS Investment Consulting
Ohio
$627
PWMG
269
Prestige Wealth Management Group
New Jersey
$627 +$401 +7 +233%
CA
270
Clearstead Advisors
Ohio
$564 +$516 +9 New
CA
271
CoreCap Advisors
Michigan
$564 +$516 +9 New
SHIM
272
Stone House Investment Management
Pennsylvania
$501 +$458 +8 New
HI
273
Harbour Investments
Wisconsin
$454
AW
274
Ankerstar Wealth
Texas
$438 -$57 -1 -13%
DPW
275
DiNuzzo Private Wealth
Pennsylvania
$376