We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PRRFG
3901
Paul R. Ried Financial Group
Washington
$2.51M +$115K +502 +5%
AIFAIM
3902
American Institute for Advanced Investment Management
Arizona
$2.51M -$83.3K -364 -3%
NCTC
3903
New Covenant Trust Company
Indiana
$2.51M +$52.4K +229 +2%
SB
3904
Sunflower Bank
Texas
$2.51M +$45.5K +199 +2%
PIMG
3905
Patriot Investment Management Group
Tennessee
$2.51M +$5.03K +22 +0.2%
CP
3906
Camelot Portfolios
Ohio
$2.51M -$1.47M -6,434 -37%
BIA
3907
Bigelow Investment Advisors
Maine
$2.5M -$20.1K -88 -0.8%
RGF
3908
Retirement Guys Formula
Ohio
$2.5M -$31.3K -137 -1%
FBFS
3909
First Business Financial Services
Wisconsin
$2.5M -$22.9K -100 -0.9%
PFW
3910
Petros Family Wealth
Minnesota
$2.5M +$346K +1,511 +16%
CCW
3911
Coastline Complete Wealth
South Carolina
$2.49M +$2.47M +10,800 New
BWCS
3912
Beirne Wealth Consulting Services
Connecticut
$2.49M -$3.84M -16,789 -61%
MCM
3913
Monument Capital Management
Virginia
$2.49M +$118K +517 +5%
AGP
3914
Aspire Growth Partners
Florida
$2.49M +$174K +760 +8%
FCM
3915
Fell Capital Management
California
$2.49M +$2.47M +10,781 New
FF
3916
Farrell Financial
New York
$2.49M +$22.9K +100 +0.9%
MSG
3917
Main Street Group
Virginia
$2.48M -$27.2K -119 -1%
AWMNH
3918
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.48M -$36.4K -159 -1%
T
3919
Tidemark
California
$2.48M -$84K -367 -3%
GPA
3920
Guerra Pan Advisors
New Jersey
$2.48M -$2.06K -9 -0.1%
TIM
3921
Thornburg Investment Management
New Mexico
$2.48M -$43.2K -189 -2%
SSCA
3922
South Shore Capital Advisors
Massachusetts
$2.48M +$2.46M +10,733 New
RC
3923
Rovin Capital
Arizona
$2.48M -$46.9K -205 -2%
DA
3924
Drake & Associates
Wisconsin
$2.48M -$663K -2,898 -21%
SA
3925
SPG Advisors
Washington
$2.47M -$915 -4 -0%