We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
1451
Parkside Financial Bank & Trust
Missouri
$247K +$29.1K +37 +17%
CBB
1452
Citizens Business Bank
California
$247K +$200K +255 New
ACM
1453
Avos Capital Management
Washington
$244K – – –
PDL
1454
Portfolio Design Labs
California
$243K +$197K +251 New
CCWM
1455
Cassaday & Co Wealth Management
Virginia
$243K +$197K +251 New
AWM
1456
Angeles Wealth Management
California
$243K -$59K -75 -23%
BSSFA
1457
Baron Silver Stevens Financial Advisors
Florida
$242K -$52.7K -67 -21%
FPW
1458
Flywheel Private Wealth
California
$242K – – –
NPT
1459
National Philanthropic Trust
Pennsylvania
$242K +$197K +250 New
PIA
1460
Pinion Investment Advisors
Kansas
$242K +$184K +234 New
KFGK
1461
Keystone Financial Group (Kentucky)
Kentucky
$240K -$16.5K -21 -8%
MW
1462
Maia Wealth
Colorado
$239K +$181K +230 New
CAI
1463
Capital Advisors Inc
Oklahoma
$239K -$73.1K -93 -27%
SOW
1464
State of Wyoming
Wyoming
$239K +$7.86K +10 +4%
NB
1465
NBT Bank
New York
$239K +$10.2K +13 +6%
KIA
1466
KCM Investment Advisors
California
$238K +$193K +246 New
CFFP
1467
Center for Financial Planning
Michigan
$237K – – –
GPI
1468
General Partner Inc
Pennsylvania
$237K -$10.2K -13 -5%
BIS
1469
BG Investment Services
Guam
$237K +$193K +245 New
BTWM
1470
Baker Tilly Wealth Management
Wisconsin
$236K +$192K +244 New
GHAM
1471
Gilman Hill Asset Management
Connecticut
$235K -$6.29K -8 -3%
PAM
1472
PCG Asset Management
New Jersey
$235K +$191K +243 New
IF
1473
Intrua Financial
Texas
$235K +$191K +243 New
LFS
1474
Legacy Financial Strategies
Kansas
$234K -$734K -934 -79%
FHWM
1475
Fox Hill Wealth Management
Massachusetts
$233K +$189K +241 New