We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
2301
Powers Advisory Group
Illinois
– -$233K -637 Closed
NRI
2302
NFP Retirement Inc
California
– -$233K -636 Closed
MPPLM
2303
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$230K -629 Closed
PMG
2304
Private Management Group
California
– -$230K -627 Closed
SAF
2305
Smith Anglin Financial
Texas
– -$230K -627 Closed
XWM
2306
Xcel Wealth Management
Florida
– -$229K -626 Closed
PPW
2307
Parcion Private Wealth
Washington
– -$251K -625 Closed
PBO
2308
Peoples Bank (Ohio)
Ohio
– -$229K -625 Closed
PCM
2309
Pennsylvania Capital Management
Pennsylvania
– -$228K -624 Closed
Members Trust
2310
Members Trust
Florida
– -$228K -622 Closed
EFSCE
2311
Enterprise Financial Services Corp (EFSC)
Missouri
– -$227K -621 Closed
OPA
2312
Old Port Advisors
Maine
– -$234K -621 Closed
MPIA
2313
Mountain Pacific Investment Advisers
Idaho
– -$226K -617 Closed
CST
2314
Charles Schwab Trust
Nevada
– -$224K -613 Closed
UBV
2315
United Bank (Virginia)
Virginia
– -$224K -612 Closed
CCC
2316
Chelsea Counsel Company
California
– -$221K -605 Closed
CCM
2317
Chiron Capital Management
Florida
– -$220K -600 Closed
OGF
2318
Orin Green Financial
California
– -$229K -598 Closed
TNA
2319
True North Advisors
Texas
– -$218K -598 Closed
CMS
2320
Capital Market Strategies
Florida
– -$218K -596 Closed
HCM
2321
Hollencrest Capital Management
California
– -$217K -595 Closed
Financial Engines Advisors
2322
Financial Engines Advisors
California
– -$216K -590 Closed
OWA
2323
Octavia Wealth Advisors
Ohio
– -$216K -589 Closed
PAM
2324
Palisade Asset Management
Minnesota
– -$215K -588 Closed
MIG
2325
McGuire Investment Group
Rhode Island
– -$215K -586 Closed