We are live on ! Find out more
YOU icon

Clear Secure
YOU

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
401
AmeriFlex Group
Nevada
$8.53K +$8.37K +153 New
SAM
402
Smartleaf Asset Management
Massachusetts
$7.9K – – –
CA
403
Crewe Advisors
Utah
$7.53K +$7.38K +135 New
SC
404
Solstein Capital
California
$7.36K – – –
BIA
405
Bell Investment Advisors
California
$6.86K – – –
RS
406
Rakuten Securities
Japan
$6.41K +$6.29K +115 New
PMAM
407
Picton Mahoney Asset Management
Ontario, Canada
$6.24K +$4.05K +74 +195%
SIM
408
Synergy Investment Management
Florida
$6.07K +$5.69K +104 New
SGFG
409
Silver Grove Financial Group
New York
$5.35K +$5.25K +96 New
TPCW
410
TD Private Client Wealth
New York
$4.51K +$601 +11 +16%
TCM
411
Tradewinds Capital Management
Washington
$4.18K – – –
CFO
412
CVA Family Office
Colorado
$4.18K +$1.26K +23 +44%
TWD
413
True Wealth Design
Ohio
$4.07K +$2.02K +37 +103%
MAM
414
Marquette Asset Management
Minnesota
$3.29K – – –
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$3.06K – – –
WETS
416
Wealth Enhancement Trust Services
South Dakota
$3.06K +$3.01K +55 New
APFP
417
Action Point Financial Planning
Michigan
$2.95K +$3.06K +56 New
JWA
418
JFS Wealth Advisors
Pennsylvania
$2.84K +$930 +17 +50%
SFG
419
Strive Financial Group
Indiana
$2.23K – – –
CI
420
CX Institutional
Indiana
$2K – – –
SIC
421
SJS Investment Consulting
Ohio
$1.5K – – –
GIA
422
GHP Investment Advisors
Colorado
$1.25K – – –
JWM
423
JPL Wealth Management
Colorado
$1.23K +$109 +2 +10%
RF
424
Rossby Financial
Florida
$1.23K -$437 -8 -27%
SWP
425
Strategic Wealth Partners
Ohio
$1.17K – – –
15 16
17
18 19