We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1026
Chatham Capital Group
Georgia
$323K – – –
SNB
1027
Security National Bank
Nebraska
$318K – – –
KFP
1028
KB Financial Partners
New Jersey
$318K +$98.9K +384 +47%
MC
1029
Machina Capital
France
$316K -$9.28K -36 -3%
CCB
1030
Cutter & Co Brokerage
Missouri
$315K – – –
IC
1031
Intersect Capital
California
$311K -$71.9K -279 -19%
ICG
1032
InterOcean Capital Group
Tennessee
$311K – – –
GC
1033
Grimes & Company
Massachusetts
$311K +$4.38K +17 +1%
AIA
1034
Affinity Investment Advisors
California
$308K -$64.4K -250 -18%
CA
1035
Clearstead Advisors
Ohio
$306K – – –
SWM
1036
SeaCrest Wealth Management
New York
$306K +$299K +1,162 New
TCOT
1037
Trust Company of Toledo
Ohio
$304K – – –
PIP
1038
Peachtree Investment Partners
Florida
$304K +$297K +1,154 New
CTA
1039
Colonial Trust Advisors
South Carolina
$303K – – –
SBL
1040
Sargent Bickham Lagudis
Colorado
$303K +$22.2K +86 +8%
APA
1041
American Portfolios Advisors
New York
$303K -$8.24K -32 -3%
CCFCSB
1042
Cape Cod Five Cents Savings Bank
Massachusetts
$302K -$7.73K -30 -3%
OWA
1043
One Wealth Advisors
California
$302K – – –
OWM
1044
OneAscent Wealth Management
Alabama
$301K -$19.1K -74 -6%
IF
1045
Ironwood Financial
Arizona
$300K – – –
Twin Tree Management
1046
Twin Tree Management
Texas
$300K +$294K +1,140 New
FWM
1047
Frontier Wealth Management
Missouri
$299K – – –
PFA
1048
Pure Financial Advisors
California
$298K -$7.21K -28 -2%
AWA
1049
Arkadios Wealth Advisors
Georgia
$297K -$11.1K -43 -4%
CCA
1050
Cottonwood Capital Advisors
Utah
$297K – – –