We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
876
Valley National Advisers
Pennsylvania
$7K +$4.35K +20 +154%
BC
877
Barrett & Company
Rhode Island
$6.96K – – –
HFM
878
Hartford Financial Management
Connecticut
$6.96K +$6.52K +30 New
PBK
879
Peoples Bank (Kansas)
Kansas
$6.95K – – –
TVWM
880
Tower View Wealth Management
Wisconsin
$6.72K – – –
BSB
881
Bangor Savings Bank
Maine
$6.49K – – –
CP
882
Castleview Partners
Texas
$6.49K +$1.09K +5 +22%
RTL
883
Red Tortoise LLC
Georgia
$6.49K +$6.08K +28 New
EBA
884
Eagle Bay Advisors
New York
$6.03K – – –
HGERS
885
Householder Group Estate & Retirement Specialist
Arizona
$6K – – –
RWM
886
Raffa Wealth Management
District of Columbia
$5.8K – – –
CPG
887
Cornerstone Planning Group
New Jersey
$5.55K +$2.61K +12 +75%
DFA
888
DHJJ Financial Advisors
Illinois
$5.33K -$217 -1 -4%
W
889
WealthCollab
Washington
$5.1K -$1.52K -7 -24%
CFGS
890
Concourse Financial Group Securities
Alabama
$5.1K -$652 -3 -12%
SWM
891
Sugarloaf Wealth Management
Georgia
$5.1K – – –
AWM
892
Abound Wealth Management
Tennessee
$4.87K -$435 -2 -9%
AAP
893
Arax Advisory Partners
Colorado
$4.64K -$1.09K -5 -20%
CA
894
Crewe Advisors
Utah
$4.64K – – –
FUBT
895
First United Bank & Trust
Maryland
$4.64K – – –
OA
896
Operose Advisors
Wisconsin
$4.64K – – –
RL
897
Rogco LP
Oklahoma
$4.41K -$41.3K -190 -91%
SSG
898
Summit Securities Group
New York
$4K -$170K -781 -98%
PMFA
899
Plante Moran Financial Advisors
Michigan
$3.94K – – –
WAS
900
Winch Advisory Services
Wisconsin
$3.71K – – –