We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
2226
Cascade Investment Advisors
Oregon
$1.92M +$162K +3,340 +7%
FFW
2227
Fusion Family Wealth
New York
$1.91M -$277K -5,712 -11%
FI
2228
Fosun International
China
$1.91M +$479K +9,880 +25%
PB
2229
Pinnacle Bancorp
Nebraska
$1.9M +$2.34M +48,216 New
BC
2230
Banced Corp
Illinois
$1.9M -$25K -516 -1%
SLWS
2231
Swaine & Leidel Wealth Services
Florida
$1.9M +$2.16M +44,548 New
CCM
2232
Cox Capital Management
Massachusetts
$1.9M +$17.6K +364 +0.7%
CAG
2233
Csenge Advisory Group
Florida
$1.89M +$233K +4,796 +11%
RCM
2234
Radnor Capital Management
Pennsylvania
$1.88M +$29.1K +600 +1%
AWS
2235
AJ Wealth Strategies
New York
$1.88M +$321K +6,612 +16%
FI
2236
Financial Insights
Washington
$1.88M +$2.2M +45,292 New
HFA
2237
High Falls Advisors
New York
$1.88M -$384K -7,920 -14%
CHA
2238
Cooper/Haims Advisors
New York
$1.88M +$31.6K +652 +1%
9WM
2239
9258 Wealth Management
Ohio
$1.88M +$2.31M +47,600 New
SAM
2240
Summit Asset Management
Tennessee
$1.88M +$130K +2,676 +6%
PIM
2241
Profit Investment Management
Maryland
$1.87M
GTAM
2242
Global Trust Asset Management
Florida
$1.87M -$586K -12,096 -20%
TFO
2243
Tarbox Family Office
California
$1.85M -$82.6K -1,704 -3%
AF
2244
Affiance Financial
Minnesota
$1.84M -$13.4K -276 -0.6%
TIM
2245
Total Investment Management
Arizona
$1.84M +$338K +6,968 +19%
GPA
2246
Garrison Point Advisors
California
$1.84M +$2.26M +46,560 New
FSCM
2247
Front Street Capital Management
Montana
$1.83M -$287K -5,920 -11%
RTS
2248
Round Table Services
New Jersey
$1.83M +$60.7K +1,252 +3%
PCAP
2249
Pratt Collard Advisory Partners
New York
$1.83M +$43K +888 +2%
MSA
2250
Marino Stram & Associates
Massachusetts
$1.83M -$460K -9,492 -17%