We are live on ! Find out more
VRT icon

Vertiv
VRT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1501
Acropolis Investment Management
Missouri
$248K +$220K +989 New
SP
1502
SmartHarvest Portfolios
Washington
$247K +$219K +985 New
NSIM
1503
North Star Investment Management
Illinois
$247K +$2.44K +11 +1%
CFP
1504
Catalyst Financial Partners
Massachusetts
$246K +$218K +983 New
RMP
1505
Richards, Merrill & Peterson
Washington
$246K +$218K +980 New
YIA
1506
YHB Investment Advisors
Connecticut
$243K +$216K +971 New
CFP
1507
Cascade Financial Partners
California
$243K +$216K +971 New
BCA
1508
Bay Colony Advisors
Massachusetts
$243K +$215K +969 New
FHWM
1509
Fox Hill Wealth Management
Massachusetts
$242K +$214K +966 New
SWA
1510
SOA Wealth Advisors
New York
$241K -$4.44K -20 -2%
FWI
1511
Facet Wealth Inc
Maryland
$241K +$214K +963 New
PWM
1512
Parkway Wealth Management
Texas
$240K -$140K -631 -43%
PRP
1513
Peak Retirement Planning
Ohio
$239K +$212K +953 New
CCM
1514
Cinctive Capital Management
New York
$237K +$210K +947 New
QFA
1515
Quantum Financial Advisors
California
$237K +$210K +947 New
RRA
1516
Red Reef Advisors
Florida
$237K +$210K +946 New
RW
1517
Ridgeline Wealth
Arizona
$234K +$208K +935 New
HCM
1518
Howard Capital Management
Georgia
$234K -$203K -913 -49%
MSFS
1519
Main Street Financial Solutions
Pennsylvania
$234K +$207K +932 New
FWP
1520
Flatrock Wealth Partners
California
$233K +$206K +929 New
WA
1521
Wealth Alliance
New York
$233K +$206K +928 New
RCP
1522
Rothschild Capital Partners
New York
$232K +$206K +927 New
MC
1523
Matters Capital
Florida
$232K +$205K +925 New
BOM
1524
Bank of Marin
California
$231K +$204K +921 New
PA
1525
Procyon Advisors
Connecticut
$231K +$204K +920 New
59 60
61
62 63