CBU icon

Community Bank

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
251
JFS Wealth Advisors
Pennsylvania
$2.83K +$633 +10 +31%
FFO
252
Fortitude Family Office
Arizona
$2.75K – – –
RWS
253
Retirement Wealth Solutions
Wisconsin
$2.69K +$316 +5 +14%
HNW
254
High Note Wealth
Minnesota
$2.42K – – –
APFP
255
Action Point Financial Planning
Michigan
$2.08K +$2.15K +34 New
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$1.95K – – –
CA
257
Clearstead Advisors
Ohio
$1.61K +$1.52K +24 New
EP
258
Essential Partners
California
$1.54K +$759 +12 +109%
PA
259
Parallel Advisors
California
$1.41K -$886 -14 -40%
CCMI
260
Creative Capital Management Investments
California
$1.27K +$1.2K +19 New
PWMG
261
Private Wealth Management Group
New Jersey
$1.21K – – –
RWM
262
Rialto Wealth Management
New York
$1.14K +$633 +10 +143%
SEP
263
Signature Equity Partners
Ohio
$940 – – –
HFS
264
Horizon Financial Services
North Carolina
$738 +$696 +11 New
DPW
265
DiNuzzo Private Wealth
Pennsylvania
$672 – – –
GWM
266
Gilpin Wealth Management
Colorado
$672 +$63 +1 +11%
AssetMark Inc
267
AssetMark Inc
California
$671 – – –
AW
268
Ankerstar Wealth
Texas
$608 – – –
HIA
269
HFM Investment Advisors
New Jersey
$537 +$253 +4 +100%
BHWM
270
Bay Harbor Wealth Management
Maryland
$470 – – –
SS
271
SBI Securities
Japan
$268 – – –
DCM
272
Davis Capital Management
Florida
$201 +$190 +3 New
LI
273
LRI Investments
Florida
$201 +$190 +3 New
DF
274
DecisionPoint Financial
Arizona
$137 +$127 +2 New
CIAM
275
Caitong International Asset Management
Hong Kong
$134 – – –