We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1001
Rockingstone Advisors
Massachusetts
$1.12M -$417K -5,930 -28%
DC
1002
DeDora Capital
California
$1.12M +$39.6K +562 +4%
DAS
1003
Dynamic Advisor Solutions
Arizona
$1.12M +$53.8K +764 +5%
MCM
1004
MAI Capital Management
Ohio
$1.11M -$451K -6,402 -30%
DIM
1005
Delta Investment Management
California
$1.1M -$80.5K -1,143 -7%
NP
1006
NorthRock Partners
Minnesota
$1.09M -$14.9K -212 -1%
BAM
1007
Beaumont Asset Management
Texas
$1.09M +$23.5K +334 +2%
JSL
1008
JT Stratford LLC
Georgia
$1.09M +$396K +5,628 +64%
PWPS
1009
Pinnacle Wealth Planning Services
Ohio
$1.08M -$1.2K -17 -0.1%
LWA
1010
Lineweaver Wealth Advisors
Ohio
$1.07M +$223K +3,171 +28%
MFC
1011
Mechanics Financial Corp
Ohio
$1.07M +$315K +4,477 +46%
LS
1012
Livforsakringsbolaget Skandia
Sweden
$1.06M +$764K +10,851 +327%
EWM
1013
Empirical Wealth Management
Washington
$1.06M +$111K +1,578 +13%
FIM
1014
Freedom Investment Management
Connecticut
$1.06M -$60K -852 -6%
HPG
1015
Harvest Portfolios Group
Ontario, Canada
$1.06M +$148K +2,103 +18%
ARG
1016
Advisory Resource Group
Oklahoma
$1.05M +$15.6K +222 +2%
VAS
1017
Vestmark Advisory Solutions
Massachusetts
$1.04M +$104K +1,476 +12%
BWM
1018
Brophy Wealth Management
New Hampshire
$1.04M +$975K +13,850 New
VEA
1019
Virtus ETF Advisers
New York
$1.03M +$122K +1,732 +14%
SHGA
1020
Sand Hill Global Advisors
California
$1.03M -$84.5K -1,200 -8%
TWM
1021
Tradition Wealth Management
Minnesota
$1.03M +$8.8K +125 +0.9%
CCP
1022
Carmel Capital Partners
California
$1.02M -$14.2K -202 -1%
RWB
1023
RMR Wealth Builders
New Jersey
$1.02M -$51.8K -736 -5%
LAM
1024
LifePro Asset Management
California
$1.02M +$954K +13,546 New
VSQM
1025
V-Square Quantitative Management
Illinois
$1.02M +$247K +3,515 +35%