We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
1876
Guardian Wealth Advisors (North Carolina)
North Carolina
$660K +$37.1K +324 +6%
BSB
1877
Bangor Savings Bank
Maine
$659K -$4.47K -39 -0.7%
CFA
1878
CWS Financial Advisors
Michigan
$658K -$113K -984 -15%
VCAM
1879
Van Cleef Asset Management
Ohio
$658K -$11.5K -100 -2%
FFA
1880
Fragasso Financial Advisors
Pennsylvania
$658K +$18.7K +163 +3%
WF
1881
Wayfinding Financial
Washington
$657K +$35.5K +310 +5%
TPW
1882
Transatlantique Private Wealth
New York
$653K
C
1883
Certuity
Florida
$652K +$83.9K +732 +15%
TGAM
1884
TBH Global Asset Management
Tennessee
$652K -$27.7K -242 -4%
CBFP
1885
Cedar Brook Financial Partners
Ohio
$650K +$66K +576 +11%
SW
1886
StrongBox Wealth
Missouri
$650K -$102K -887 -13%
DWM
1887
Dorchester Wealth Management
Quebec, Canada
$649K
LWAM
1888
Legacy Wealth Asset Management
Minnesota
$648K +$3.9K +34 +0.6%
WF
1889
WoodTrust Financial
Wisconsin
$647K +$21.4K +187 +3%
FNB
1890
Farmers National Bank
Kentucky
$645K -$36.2K -316 -5%
MFC
1891
Mechanics Financial Corp
Ohio
$643K
HB
1892
HTLF Bank
Colorado
$643K -$13.6K -119 -2%
DIP
1893
Davis Investment Partners
North Carolina
$643K
CG
1894
Clifford Group
Massachusetts
$643K +$26.7K +233 +4%
SIM
1895
Studio Investment Management
Illinois
$642K -$33.2K -290 -5%
GMFG
1896
Greater Midwest Financial Group
Minnesota
$641K +$3.1K +27 +0.5%
PWM
1897
Palumbo Wealth Management
New York
$641K +$42.3K +369 +7%
SFG
1898
Summit Financial Group
West Virginia
$639K
SAG
1899
Spotlight Asset Group
Illinois
$637K -$26.9K -235 -4%
MIS
1900
Morningstar Investment Services
Illinois
$637K -$493K -4,301 -43%