We are live on ! Find out more
BP icon

BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
676
Perigon Wealth Management
California
$293K +$5.22K +160 +2%
HCM
677
Howland Capital Management
Massachusetts
$293K -$1.99K -61 -0.7%
KWA
678
Kingswood Wealth Advisors
California
$293K -$237K -7,261 -46%
HBT
679
Hills Bank & Trust
Iowa
$292K +$85K +2,604 +43%
MWM
680
Modera Wealth Management
New Jersey
$292K +$10.1K +310 +4%
NWAG
681
Net Worth Advisory Group
Utah
$292K -$8.81K -270 -3%
NB
682
NBT Bank
New York
$289K +$13K +399 +5%
EHWM
683
Eads & Heald Wealth Management
Georgia
$289K +$279K +8,547 New
RCAG
684
Rehmann Capital Advisory Group
Michigan
$288K -$8.94K -274 -3%
RA
685
RFG Advisory
Alabama
$288K +$10.2K +312 +4%
OFG
686
Oxford Financial Group
Indiana
$287K +$6.79K +208 +3%
FFN
687
Focus Financial Network
Minnesota
$286K -$22K -674 -7%
CWS
688
Confluence Wealth Services
Pennsylvania
$285K +$18K +551 +6%
AAMC
689
Asset Allocation & Management Company
Illinois
$284K – – –
KFGK
690
Keystone Financial Group (Kentucky)
Kentucky
$282K -$11.3K -345 -4%
SCP
691
Sivia Capital Partners
California
$282K -$490 -15 -0.2%
SIC
692
Sigma Investment Counselors
Michigan
$282K – – –
WC
693
Woodstock Corp
Massachusetts
$280K – – –
CT
694
Caldwell Trust
Florida
$279K – – –
SAM
695
Strive Asset Management
Ohio
$279K -$39.5K -1,210 -13%
WIM
696
WealthPlan Investment Management
Nebraska
$278K +$2.38K +73 +0.9%
AG
697
AlTi Global
New York
$277K -$14.3K -438 -5%
RPCONE
698
Retirement Planning Company of New England
Rhode Island
$276K -$18.3K -560 -6%
FDCDDQ
699
Federation des caisses Desjardins du Quebec
Quebec, Canada
$274K -$20.3K -623 -7%
PSP
700
Principal Street Partners
Tennessee
$274K – – –
26 27
28
29 30