We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
501
Oxford Financial Group
Indiana
$429K +$139K +4,528 +43%
XWM
502
Xcel Wealth Management
Florida
$427K +$153 +5 +0%
CCFCSB
503
Cape Cod Five Cents Savings Bank
Massachusetts
$426K -$15.3K -500 -3%
CCG
504
Coastwise Capital Group
California
$426K +$33.6K +1,096 +8%
IR
505
IAT Reinsurance
New York
$425K
KWM
506
Keebeck Wealth Management
Illinois
$425K +$17.8K +580 +4%
BTI
507
Blue Trust Inc
Georgia
$425K +$443K +14,463 New
LWAC
508
Laurel Wealth Advisors (California)
California
$423K -$8.67K -283 -2%
LG
509
LaFleur & Godfrey
Michigan
$422K -$39.8K -1,300 -8%
IRC
510
Investors Research Corp
Georgia
$420K
ECM
511
Elgethun Capital Management
South Dakota
$418K +$3.37K +110 +0.7%
FT
512
Fiduciary Trust
Massachusetts
$416K
Bessemer Group
513
Bessemer Group
New Jersey
$411K -$57.3K -1,870 -11%
KCM
514
Kanawha Capital Management
Virginia
$410K +$22.8K +745 +5%
ARC
515
Advisor Resource Council
Texas
$410K +$443K +14,452 New
ACM
516
AlphaStar Capital Management
North Carolina
$410K +$443K +14,458 New
AMBIA
517
Allen Mooney & Barnes Investment Advisors
Georgia
$409K -$32.8K -1,071 -7%
Koshinski Asset Management
518
Koshinski Asset Management
Illinois
$408K -$20.2K -660 -4%
TBA
519
Tower Bridge Advisors
Pennsylvania
$401K
TCM
520
Tradewinds Capital Management
Washington
$399K -$808K -26,362 -65%
CCM
521
Canal Capital Management
Virginia
$398K
MIC
522
Means Investment Company
Maine
$398K +$4.01K +131 +0.9%
TI
523
Telemetry Investments
New York
$397K
FHB
524
First Hawaiian Bank
Hawaii
$396K +$44.2K +1,441 +12%
RIA
525
Realta Investment Advisors
Delaware
$395K -$60.7K -1,981 -12%