We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FB
1026
First Bancorp
Maine
$462K – – –
GJWM
1027
Gilliland Jeter Wealth Management
Arkansas
$462K +$25.4K +90 +6%
BGA
1028
Battery Global Advisors
Massachusetts
$462K – – –
WCP
1029
Welch Capital Partners
New York
$462K – – –
IIC
1030
Ironwood Investment Counsel
Arizona
$462K -$72K -255 -13%
MFS
1031
Madrona Financial Services
Washington
$461K +$6.5K +23 +1%
CC
1032
Chicago Capital
Illinois
$458K -$2.83K -10 -0.6%
FHC
1033
First Horizon Corporation
Tennessee
$458K -$848 -3 -0.2%
DBG
1034
De Burlo Group
Massachusetts
$457K -$22.3K -79 -5%
IA
1035
Integrity Alliance
Iowa
$457K -$25.4K -90 -5%
1SB
1036
1ST Source Bank
Indiana
$456K -$5.65K -20 -1%
CIM
1037
CIM Investment Management
Pennsylvania
$456K -$46.9K -166 -9%
BFG
1038
Beacon Financial Group
Texas
$452K +$1.98K +7 +0.4%
ML
1039
McAdam LLC
Pennsylvania
$449K +$98K +347 +27%
OF
1040
Optimize Financial
California
$448K -$1.41K -5 -0.3%
SCS
1041
Sound Capital Solutions
Florida
$448K +$459K +1,626 New
DWM
1042
Dynasty Wealth Management
Florida
$447K +$458K +1,620 New
KAS
1043
KPP Advisory Services
Kentucky
$447K +$40.1K +142 +10%
OWA
1044
One Wealth Advisors
California
$446K -$77.1K -273 -14%
VCM
1045
Versant Capital Management
Arizona
$445K +$28.8K +102 +7%
HIIFS
1046
Harel Insurance Investments & Financial Services
Israel
$444K +$384K +1,360 +544%
FFA
1047
Fragasso Financial Advisors
Pennsylvania
$444K +$82.2K +291 +22%
TAM
1048
Trillium Asset Management
Massachusetts
$443K -$38.7K -137 -8%
ZBNA
1049
Zions Bancorporation, National Association
Utah
$442K +$37K +131 +9%
FWI
1050
Facet Wealth Inc
Maryland
$442K +$67.8K +240 +18%