We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
2501
Collective Family Office
Pennsylvania
$247K -$29.4K -51 -11%
V
2502
VeraBank
Texas
$246K -$1.15K -2 -0.5%
PAA
2503
Peregrine Asset Advisers
Oregon
$245K +$237K +411 New
LFG
2504
Lockerman Financial Group
California
$243K
FA
2505
Fermata Advisors
California
$243K +$235K +407 New
CD
2506
Chapin Davis
Maryland
$242K
BSG
2507
Black Swift Group
Colorado
$242K
MHIC
2508
Marble Harbor Investment Counsel
Massachusetts
$242K
CAM
2509
Claret Asset Management
Quebec, Canada
$240K +$1.73K +3 +0.8%
PFM
2510
Phillips Financial Management
Indiana
$240K +$232K +402 New
PCMC
2511
Planning Capital Management Corporation
Pennsylvania
$239K +$231K +401 New
LD
2512
Lipe & Dalton
New York
$239K
PGWM
2513
Parisi Gray Wealth Management
New Jersey
$239K -$1.73K -3 -0.7%
CIC
2514
Chilton Investment Company
Connecticut
$239K
SFS
2515
Shaker Financial Services
Virginia
$239K
PBO
2516
Peoples Bank (Ohio)
Ohio
$238K -$39.8K -69 -15%
SFA
2517
Source Financial Advisors
New York
$237K -$14.4K -25 -6%
NDSI
2518
Newman Dignan & Sheerar Inc
Rhode Island
$237K +$229K +397 New
SFG
2519
Sunburst Financial Group
Alabama
$236K +$228K +396 New
EWA
2520
ERTS Wealth Advisors
Michigan
$236K -$40.4K -70 -15%
MS
2521
Madden Securities
Texas
$236K
AC
2522
ASB Consultores
Florida
$236K +$228K +395 New
AIA
2523
Alera Investment Advisors
Illinois
$234K +$227K +393 New
AWA
2524
Amplius Wealth Advisors
Pennsylvania
$234K +$227K +393 New
GCM
2525
Gallacher Capital Management
Colorado
$234K +$227K +393 New