We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BSB
2351
Bangor Savings Bank
Maine
$3.74M +$181K +1,060 +5%
FFBTD
2352
First Financial Bank - Trust Division
Ohio
$3.73M
AG
2353
Ascent Group
Virginia
$3.73M +$4.48M +26,160 New
BRG
2354
Bay Rivers Group
Virginia
$3.72M +$103K +600 +3%
CPIA
2355
Cornell Pochily Investment Advisors
New York
$3.71M +$34.2K +200 +0.9%
PWS
2356
Peterson Wealth Services
Utah
$3.71M +$3.81M +22,240 New
VF
2357
Virtu Financial
New York
$3.71M +$3.81M +22,240 New
EWA
2358
EverSource Wealth Advisors
Alabama
$3.71M +$3.8M +22,220 New
AWMT
2359
AAFMAA Wealth Management & Trust
North Carolina
$3.7M
ZIMP
2360
Zimmermann Investment Management & Planning
Pennsylvania
$3.7M +$3.8M +22,200 New
WI
2361
Wintrust Investments
Illinois
$3.69M -$99.3K -580 -2%
FMWA
2362
Forvis Mazars Wealth Advisors
Missouri
$3.69M +$1.44M +8,420 +61%
AFG
2363
Alterity Financial Group
Maine
$3.69M +$3.79M +22,120 New
KP
2364
Keel Point
Alabama
$3.68M +$356K +2,080 +10%
FI
2365
Finivi Inc
Massachusetts
$3.68M +$3.78M +22,080 New
DIP
2366
DT Investment Partners
Pennsylvania
$3.68M -$411K -2,400 -10%
MA
2367
MONECO Advisors
Connecticut
$3.67M +$435K +2,540 +11%
RFN
2368
RDA Financial Network
Iowa
$3.66M +$264K +1,540 +8%
HVP
2369
Hudson Value Partners
Florida
$3.66M +$61.6K +360 +2%
PP
2370
PDS Planning
Ohio
$3.65M +$281K +1,640 +8%
VC
2371
Vicus Capital
Pennsylvania
$3.65M +$4.28M +25,000 New
BFWA
2372
Benchmark Financial Wealth Advisors
Florida
$3.64M +$202K +1,180 +6%
BWP
2373
BSW Wealth Partners
Colorado
$3.64M +$421K +2,460 +13%
DBRC
2374
D.B. Root & Company
Pennsylvania
$3.63M +$558K +3,260 +18%
CAWM
2375
Capital Advisors Wealth Management
Washington
$3.63M +$448K +2,620 +14%