We are live on ! Find out more
Z icon

Zillow
Z

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
376
Rialto Wealth Management
New York
$978 +$1.15K +30 +3,000%
MPWT
377
MassMutual Private Wealth & Trust
Connecticut
$977 -$10.8K -282 -90%
NSIM
378
North Star Investment Management
Illinois
$977 -$269 -7 -18%
JWM
379
JPL Wealth Management
Colorado
$946 – – –
MNA
380
Manning & Napier Advisors
New York
$941 +$1.15K +30 New
QWM
381
Quaker Wealth Management
New Jersey
$852 +$423 +11 +69%
ACA
382
American Capital Advisory
Idaho
$788 +$269 +7 +39%
CH
383
Cromwell Holdings
Wyoming
$788 +$961 +25 New
PTC
384
Private Trust Company
Ohio
$725 -$2.31K -60 -72%
JWA
385
JFS Wealth Advisors
Pennsylvania
$694 -$1.54K -40 -65%
RWS
386
Retirement Wealth Solutions
Wisconsin
$694 -$807 -21 -49%
UB
387
UMB Bank
Missouri
$693 -$845 -22 -50%
RF
388
Rossby Financial
Florida
$662 -$115 -3 -13%
GIA
389
GHP Investment Advisors
Colorado
$631 – – –
CPG
390
Cornerstone Planning Group
New Jersey
$627 -$307 -8 -29%
RWM
391
Raffa Wealth Management
District of Columbia
$599 -$77 -2 -10%
CCMI
392
Creative Capital Management Investments
California
$567 +$692 +18 New
SGFG
393
Silver Grove Financial Group
New York
$567 +$692 +18 New
CFO
394
CVA Family Office
Colorado
$504 -$3.42K -89 -85%
BWL
395
Bogart Wealth LLC
Virginia
$504 +$192 +5 +45%
CSB
396
City State Bank
Iowa
$473 – – –
CFM
397
Cornerstone Financial Management
Massachusetts
$410 -$461 -12 -48%
DPW
398
DiNuzzo Private Wealth
Pennsylvania
$379 -$269 -7 -37%
WA
399
WPG Advisers
Maryland
$315 – – –
TFA
400
Transamerica Financial Advisors
Florida
$315 +$192 +5 +100%
14 15
16
17 18