We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SMBT
901
Southern Michigan Bank & Trust
Michigan
$14.2K – – –
BDPWM
902
Barnes Dennig Private Wealth Management
Ohio
$13.8K – – –
NB
903
NBH Bank
Colorado
$13.1K +$9.84K +37 New
TLA
904
Tanglewood Legacy Advisors
Texas
$12.4K -$3.99K -15 -30%
CT
905
Clearstead Trust
Maine
$12.4K – – –
CBT
906
Crews Bank & Trust
Florida
$12.4K – – –
DWM
907
Dogwood Wealth Management
Kansas
$12.4K +$2.66K +10 +40%
WPWM
908
Western Pacific Wealth Management
Illinois
$12.4K +$9.31K +35 New
PS
909
PayPay Securities
Japan
$12.1K -$2.92K -11 -24%
JFG
910
JDM Financial Group
Texas
$12.1K – – –
CI
911
Cordant Inc
Oregon
$11K +$8.24K +31 New
AIC
912
Archer Investment Corporation
Indiana
$10.6K – – –
IRC
913
Investors Research Corp
Georgia
$10.6K – – –
MWM
914
Mosley Wealth Management
California
$10.6K – – –
Nisa Investment Advisors
915
Nisa Investment Advisors
Missouri
$10.3K +$532 +2 +7%
IFWM
916
Institute for Wealth Management
Colorado
$9.93K +$7.45K +28 New
Q1WB
917
Quest 10 Wealth Builders
Virginia
$9.57K – – –
LB
918
Legacy Bridge
Iowa
$8.87K – – –
APFP
919
Action Point Financial Planning
Michigan
$8.49K +$6.12K +23 New
CIAM
920
Caitong International Asset Management
Hong Kong
$8.15K -$4.69M -17,635 -100%
TCM
921
Tradewinds Capital Management
Washington
$7.09K – – –
TFA
922
Toth Financial Advisory
Virginia
$7.09K +$2.66K +10 +100%
WA
923
Westfuller Advisors
New York
$6.38K – – –
TPW
924
TOP Private Wealth
Connecticut
$6.38K +$4.79K +18 New
W
925
WealthCollab
Washington
$6.03K – – –