We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
RS
826
Robeco Schweiz
Switzerland
$933K +$268K +1,646 +41%
SS
827
Simplicity Solutions
Minnesota
$918K +$175K +1,078 +24%
MIM
828
Moseley Investment Management
Florida
$916K -$140K -861 -13%
CP
829
Covenant Partners
Tennessee
$915K
Vanguard Personalized Indexing Management
830
Vanguard Personalized Indexing Management
California
$914K +$180K +1,107 +25%
IFS
831
Ifrah Financial Services
Arkansas
$911K -$15K -92 -2%
Qube Research & Technologies (QRT)
832
Qube Research & Technologies (QRT)
United Kingdom
$909K -$3.37M -20,729 -79%
PWPS
833
Pinnacle Wealth Planning Services
Ohio
$893K +$39.7K +244 +5%
SCP
834
Shorepoint Capital Partners
Massachusetts
$884K +$14K +86 +2%
AWM
835
Altium Wealth Management
New York
$861K +$83.7K +515 +11%
PA
836
Perennial Advisors
New York
$839K -$11.4K -70 -1%
KMWM
837
Keudell/Morrison Wealth Management
Oregon
$838K -$4.88K -30 -0.6%
AFC
838
AFT Forsyth & Company
Florida
$838K +$88.6K +545 +12%
1WA
839
180 Wealth Advisors
Washington
$837K +$38.2K +235 +5%
PFS
840
Prospera Financial Services
Texas
$835K +$713K +4,387 +676%
PTP
841
Platform Technology Partners
New York
$834K +$141K +864 +21%
TP
842
Tranquility Partners
Tennessee
$830K +$149K +919 +22%
MAFM
843
Mid Atlantic Financial Management
Pennsylvania
$830K +$358K +2,201 +78%
AG
844
AlphaSimPlex Group
Massachusetts
$828K +$814K +5,004 New
EHC
845
Everett Harris & Co
California
$823K +$6.18K +38 +0.8%
UR
846
USCA RIA
Texas
$821K +$384K +2,363 +91%
S
847
SignatureFD
Georgia
$818K +$18.9K +116 +2%
GT
848
Greenleaf Trust
Michigan
$812K +$41K +252 +5%
LPT
849
Legacy Private Trust
Wisconsin
$811K +$16.3K +100 +2%
DT
850
Diversified Trust
Tennessee
$807K +$35.8K +220 +5%