We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1826
Sentry Investment Management
Wisconsin
$367K – – –
VFG
1827
Victory Financial Group
Texas
$366K +$90.5K +266 +34%
PWPS
1828
Pinnacle Wealth Planning Services
Ohio
$365K -$100K -294 -22%
AIM
1829
Acropolis Investment Management
Missouri
$365K -$60.5K -178 -15%
CGH
1830
CMG Global Holdings
Texas
$365K – – –
VNA
1831
Valley National Advisers
Pennsylvania
$365K -$26.2K -77 -7%
SFWA
1832
Summit Financial Wealth Advisors
Louisiana
$364K +$354K +1,040 New
MFA
1833
Mayflower Financial Advisors
Massachusetts
$364K -$77.2K -227 -18%
LWM
1834
Lyell Wealth Management
California
$364K -$431K -1,268 -55%
MFGM
1835
Marshall Financial Group (Maryland)
Maryland
$363K -$1.49M -4,385 -81%
KCM
1836
Kanawha Capital Management
Virginia
$363K -$12.6K -37 -3%
PFG
1837
Putney Financial Group
California
$363K – – –
UAG
1838
United Advisor Group
Ohio
$362K -$309K -910 -47%
AFG
1839
Allegheny Financial Group
Pennsylvania
$362K -$8.84K -26 -2%
WAM
1840
Wakefield Asset Management
Colorado
$362K – – –
Massachusetts Financial Services
1841
Massachusetts Financial Services
Massachusetts
$361K -$8.05M -23,664 -96%
JWA
1842
JFS Wealth Advisors
Pennsylvania
$360K -$120K -354 -26%
Waldron Private Wealth
1843
Waldron Private Wealth
Pennsylvania
$359K +$4.76K +14 +1%
AAIM
1844
Asset Advisors Investment Management
Georgia
$359K – – –
CCM
1845
Cinctive Capital Management
New York
$359K +$349K +1,025 New
KFGK
1846
Keystone Financial Group (Kentucky)
Kentucky
$358K -$23.8K -70 -6%
CA
1847
Calton & Associates
Florida
$358K -$62.6K -184 -15%
WSA
1848
Warm Springs Advisors
California
$358K -$97.9K -288 -22%
EB
1849
Exchange Bank
California
$357K +$680 +2 +0.2%
FPWM
1850
FSB Premier Wealth Management
Iowa
$357K +$1.02K +3 +0.3%