We are live on ! Find out more
VRSN icon

VeriSign

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
651
Morningstar Investment Management
Illinois
$216K +$203K +749 New
AL
652
Aspiriant LLC
California
$216K +$202K +747 New
FTWA
653
Fifth Third Wealth Advisors
Ohio
$216K -$12.2K -45 -6%
PP
654
PDS Planning
Ohio
$216K +$202K +747 New
EFS
655
Essex Financial Services
Connecticut
$215K +$202K +744 New
TWD
656
True Wealth Design
Ohio
$214K +$6.23K +23 +3%
Cohen & Steers
657
Cohen & Steers
New York
$214K
MIA
658
MMBG Investment Advisors
Florida
$213K +$200K +738 New
FCG
659
Fielder Capital Group
Tennessee
$212K +$199K +733 New
CWG
660
Cornerstone Wealth Group
North Carolina
$211K +$198K +731 New
AF
661
Abound Financial
California
$211K
MG
662
Marex Group
$210K -$49.6K -183 -20%
FCP
663
Fidelis Capital Partners
Florida
$207K -$40.1K -148 -16%
ACA
664
Ackerman Capital Advisors
Texas
$205K +$193K +711 New
CWM
665
Connecticut Wealth Management
Connecticut
$205K +$193K +711 New
MK
666
MASTERINVEST Kapitalanlage
$205K +$192K +710 New
Focus Partners Wealth
667
Focus Partners Wealth
Massachusetts
$204K -$2.07M -7,648 -92%
ML
668
McAdam LLC
Pennsylvania
$204K +$192K +707 New
FHA
669
Flagship Harbor Advisors
Massachusetts
$204K +$191K +705 New
RWP
670
RWA Wealth Partners
Massachusetts
$203K +$190K +703 New
SP
671
Symmetry Partners
Connecticut
$203K +$190K +703 New
CWM
672
Cornerstone Wealth Management
Missouri
$202K +$190K +700 New
TFA
673
Tranquilli Financial Advisor
New Jersey
$202K +$189K +699 New
AWM
674
Angeles Wealth Management
California
$201K +$189K +696 New
SYBT
675
Stock Yards Bank & Trust
Kentucky
$200K +$188K +694 New