We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
926
Independence Bank of Kentucky
Kentucky
$80K
PWMG
927
Prestige Wealth Management Group
New Jersey
$80K
JCM
928
Jacobi Capital Management
Pennsylvania
$79K
EDRH
929
Edmond de Rothschild Holding
Switzerland
$75K
TFO
930
Tarbox Family Office
California
$74K +$1.63K +10 +2%
SBL
931
Sargent Bickham Lagudis
Colorado
$71K
BSPF
932
British Steel Pension Fund
United Kingdom
$70K -$52.4K -322 -41%
IF
933
Ironwood Financial
Arizona
$67K -$15.5K -95 -18%
CIAS
934
Capital Investment Advisory Services
North Carolina
$63K -$2.93K -18 -4%
LC
935
Lindbrook Capital
California
$62K -$325 -2 -0.5%
WOC
936
West Oak Capital
California
$61K
FPFS
937
First Personal Financial Services
North Carolina
$61K +$7K +43 +12%
CFN
938
Cordasco Financial Network
Florida
$58K
WPA
939
West Paces Advisors
Georgia
$56.2K -$814 -5 -1%
AIC
940
Ayalon Insurance Company
Israel
$56K +$60.4K +371 New
CBT
941
Central Bank & Trust
Kentucky
$55K
NIM
942
NuWave Investment Management
New Jersey
$52K -$254K -1,563 -82%
MA
943
MCF Advisors
Kentucky
$50K
GWS
944
Glassman Wealth Services
Virginia
$50K +$1.3K +8 +3%
PCM
945
Penserra Capital Management
California
$48K +$43.9K +270 New
BWP
946
Baldwin Wealth Partners
Massachusetts
$47K
SLF
947
Sun Life Financial
Ontario, Canada
$47K +$163 +1 +0.3%
KPCM
948
Kings Point Capital Management
New York
$47K +$9.6K +59 +24%
SIAS
949
Shine Investment Advisory Services
Colorado
$46K
RIA
950
Realta Investment Advisors
Delaware
$45K -$71.3K -438 -59%