We are live on ! Find out more
BOH icon

Bank of Hawaii

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
301
Parkside Financial Bank & Trust
Missouri
$6.36K – – –
API
302
Asset Planning Inc
California
$5.7K – – –
CFO
303
CVA Family Office
Colorado
$5.05K +$470 +6 +11%
KFAS
304
Keating Financial Advisory Services
Kansas
$4.4K – – –
BTI
305
Blue Trust Inc
Georgia
$3.67K -$235 -3 -6%
TCM
306
TD Capital Management
Tennessee
$3.49K +$78 +1 +2%
EWP
307
Elevation Wealth Partners
California
$3.1K – – –
MAS
308
MPWM Advisory Solutions
Georgia
$3.1K – – –
JWA
309
JFS Wealth Advisors
Pennsylvania
$3.1K +$470 +6 +19%
APFP
310
Action Point Financial Planning
Michigan
$3.1K +$3.05K +39 New
CA
311
Clearstead Advisors
Ohio
$2.77K +$2.66K +34 New
SGFG
312
Silver Grove Financial Group
New York
$2.69K +$2.58K +33 New
FFO
313
Fortitude Family Office
Arizona
$2.61K – – –
KG
314
Kilter Group
New York
$2.44K – – –
HNW
315
High Note Wealth
Minnesota
$2.2K – – –
PWMG
316
Prestige Wealth Management Group
New Jersey
$2.12K +$470 +6 +30%
SWAG
317
Spectrum Wealth Advisory Group
California
$1.96K +$1.88K +24 New
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$1.87K – – –
CA
319
Continuum Advisory
Idaho
$1.71K +$1.64K +21 New
BIA
320
Bell Investment Advisors
California
$1.55K +$470 +6 +46%
VWA
321
Valued Wealth Advisors
Utah
$1.47K +$1.41K +18 New
MCM
322
Manchester Capital Management
Vermont
$1.3K – – –
NA
323
NewEdge Advisors
Louisiana
$1.18K – – –
CCMI
324
Creative Capital Management Investments
California
$1.14K +$1.1K +14 New
PMFA
325
Plante Moran Financial Advisors
Michigan
$1.06K +$1.02K +13 New