We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
1601
City State Bank
Iowa
$318K +$44K +214 +15%
VBCG
1602
Valley Brook Capital Group
Pennsylvania
$316K -$216K -1,050 -39%
LCM
1603
LCM Capital Management
Illinois
$316K +$2.06K +10 +0.6%
FFA
1604
Fi3 Financial Advisors
Indiana
$316K -$34.9K -170 -9%
SIC
1605
SJS Investment Consulting
Ohio
$315K -$268K -1,302 -44%
UB
1606
Umpqua Bank
Oregon
$314K +$335K +1,628 New
GCIA
1607
Gabelli & Co Investment Advisers
New York
$313K
HIP
1608
Harrell Investment Partners
Texas
$312K -$82.2K -400 -20%
AAM
1609
Aureus Asset Management
Massachusetts
$311K -$344K -1,674 -51%
EWM
1610
Executive Wealth Management
Michigan
$310K -$12.7K -62 -4%
EP
1611
Edgestream Partners
New Jersey
$310K -$2.04M -9,928 -86%
HWAM
1612
Hennion & Walsh Asset Management
New Jersey
$310K +$330K +1,608 New
BFS
1613
Bard Financial Services
Connecticut
$310K -$128K -625 -28%
Optiver Holding
1614
Optiver Holding
Netherlands
$310K +$330K +1,605 New
IIM
1615
Intact Investment Management
Quebec, Canada
$309K -$380K -1,850 -54%
EB
1616
Emprise Bank
Kansas
$307K +$327K +1,593 New
BFA
1617
Beaumont Financial Advisors
Massachusetts
$307K -$25.3K -123 -7%
FFO
1618
Fortitude Family Office
Arizona
$307K -$8.22K -40 -2%
SWP
1619
Strategic Wealth Partners
Ohio
$307K +$63.9K +311 +24%
SWM
1620
Stockman Wealth Management
Montana
$306K +$4.52K +22 +1%
SFS
1621
Sharp Financial Services
Pennsylvania
$305K +$325K +1,580 New
WP
1622
WMS Partners
Maryland
$304K +$12.1K +59 +4%
CW
1623
Cook Wealth
North Carolina
$304K -$72.1K -351 -17%
MHR
1624
Matthew Hamilton Rosenberg
$304K -$7.6K -37 -2%
AWA
1625
Aaron Wealth Advisors
Illinois
$304K +$71.7K +349 +28%