We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
501
Moisand Fitzgerald Tamayo
Florida
$7K +$6.69K +55 New
CMA
502
Cedar Mountain Advisors
Oregon
$6K – – –
EW
503
Evoke Wealth
California
$6K – – –
GI
504
Gradient Investments
Minnesota
$6K – – –
PFBT
505
Parkside Financial Bank & Trust
Missouri
$6K +$1.09K +9 +21%
CFO
506
CVA Family Office
Colorado
$6K +$4.26K +35 +233%
HNB
507
Huntington National Bank
Ohio
$6K +$5.48K +45 New
EWM
508
Evermay Wealth Management
Virginia
$6K +$6.08K +50 New
EARNEST Partners
509
EARNEST Partners
Georgia
$5K – – –
TFO
510
Tarbox Family Office
California
$4K – – –
LF
511
Lee Financial
Texas
$4K +$3.65K +30 New
NL
512
NVWM LLC
Pennsylvania
$3K -$738K -6,066 -100%
HPC
513
HM Payson & Co
Maine
$3K -$54.2K -445 -95%
MAM
514
McCarthy Asset Management
California
$3K – – –
ZB
515
Zions Bancorporation
Utah
$3K +$2.92K +24 New
RDWM
516
Red Door Wealth Management
Tennessee
$3K +$3.65K +30 New
RWM
517
Raffa Wealth Management
District of Columbia
$2.32K -$5.96K -49 -72%
SWA
518
Sutton Wealth Advisors
Florida
$2.2K – – –
BFC
519
Bedel Financial Consulting
Indiana
$2K – – –
TFS
520
TrustCore Financial Services
Tennessee
$2K – – –
CFGS
521
Concourse Financial Group Securities
Alabama
$2K +$1.22K +10 +100%
CFD
522
Creative Financial Designs
Indiana
$2K +$2.43K +20 New
TPCW
523
TD Private Client Wealth
New York
$1.47K – – –
FHC
524
First Horizon Corporation
Tennessee
$1K – – –
PI
525
PEAK6 Investments
Illinois
$1K +$608 +5 New