We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
2551
CKW Financial Group
Hawaii
$14K +$2.89K +13 +26%
CCMR
2552
Core Capital Management & Research
Texas
$13.7K +$14.2K +64 New
CTWM
2553
Cherry Tree Wealth Management
Minnesota
$13.4K -$1.78K -8 -11%
PMIM
2554
Prudent Man Investment Management
Colorado
$13K – – –
RRMM
2555
Regatta Research & Money Management
Louisiana
$12.8K +$13.1K +59 New
KFP
2556
Kerr Financial Planning
California
$11.7K – – –
SNB
2557
Security National Bank
Nebraska
$11.7K -$445 -2 -4%
MFS
2558
Montgomery Financial Services
Maryland
$11.7K +$12K +54 New
CW
2559
CrossGen Wealth
North Carolina
$11.5K -$14.5K -65 -55%
PWA
2560
Principia Wealth Advisory
Texas
$11.5K +$445 +2 +4%
WAG
2561
Wiser Advisor Group
Arizona
$11K – – –
RFA
2562
Reyes Financial Architecture
California
$10.8K – – –
TLA
2563
Tanglewood Legacy Advisors
Texas
$10.8K – – –
AF
2564
Abound Financial
California
$10.8K – – –
PG
2565
Proffitt & Goodson
Tennessee
$10.6K +$10.9K +49 New
ANBT
2566
American National Bank & Trust
Texas
$9.74K -$4.89K -22 -33%
CF
2567
Collier Financial
Colorado
$9.53K -$10.7K -48 -52%
FFC
2568
First Financial Corp
Indiana
$9.09K – – –
BL
2569
BFSG LLC
California
$8.88K – – –
VWA
2570
Valued Wealth Advisors
Utah
$8.88K +$1.56K +7 +21%
MWPCG
2571
Measured Wealth Private Client Group
New Hampshire
$8.66K – – –
BFPW
2572
BOK Financial Private Wealth
Colorado
$8.66K +$8.9K +40 New
JSAM
2573
J. Safra Asset Management
New York
$8.44K – – –
KCM
2574
Key Capital Management
Tennessee
$8.38K – – –
SG
2575
Sankala Group
Colorado
$8.04K +$445 +2 +6%