We are live on ! Find out more
YELP icon

Yelp
YELP

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
251
Parkside Financial Bank & Trust
Missouri
$2.67K -$2.19K -88 -45%
DWM
252
Dogwood Wealth Management
Kansas
$2.48K -$1.84K -74 -42%
MNA
253
Manning & Napier Advisors
New York
$2.46K +$2.49K +100 New
JWM
254
JPL Wealth Management
Colorado
$2.45K -$1.12K -45 -31%
CCWM
255
Cassaday & Co Wealth Management
Virginia
$2.45K – – –
DB
256
Danske Bank
Denmark
$2.45K – – –
PWPS
257
Pinnacle Wealth Planning Services
Ohio
$2.31K -$63.4K -2,547 -96%
KFA
258
Kelleher Financial Advisors
New York
$2.31K +$2.34K +94 New
ZBNA
259
Zions Bancorporation, National Association
Utah
$2.26K -$5.01K -201 -69%
FAM
260
Fulcrum Asset Management
United Kingdom
$2.22K +$2.24K +90 New
HNB
261
Huntington National Bank
Ohio
$2.21K -$1.2K -48 -35%
IFWM
262
Institute for Wealth Management
Colorado
$1.96K +$1.99K +80 New
RWS
263
Retirement Wealth Solutions
Wisconsin
$1.72K +$747 +30 +75%
HI
264
Harbour Investments
Wisconsin
$1.59K -$3.49K -140 -68%
BIA
265
Bell Investment Advisors
California
$1.35K -$8.27K -332 -86%
CFO
266
CVA Family Office
Colorado
$1.15K -$75 -3 -6%
TPCW
267
TD Private Client Wealth
New York
$1.15K +$673 +27 +135%
VWA
268
Valued Wealth Advisors
Utah
$1.1K +$1.12K +45 New
TFA
269
Transamerica Financial Advisors
Florida
$1.1K – – –
CFM
270
Cornerstone Financial Management
Massachusetts
$1.08K +$573 +23 +110%
FFG
271
Forum Finance Group
$1K – – –
EP
272
Essential Partners
California
$981 -$68.7K -2,756 -99%
QL
273
Quarry LP
New York
$907 +$922 +37 New
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$858 – – –
CPG
275
Cornerstone Planning Group
New Jersey
$769 +$498 +20 +182%
9 10
11
12 13