We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
1226
City State Bank
Iowa
$266K
PFPT
1227
Pinnacle Financial Partners (Tennessee)
Tennessee
$265K +$6.8K +23 +3%
PIM
1228
Penobscot Investment Management
Massachusetts
$265K
RCA
1229
Resonant Capital Advisors
Wisconsin
$264K -$196K -661 -42%
NDSI
1230
Newman Dignan & Sheerar Inc
Rhode Island
$264K +$17.2K +58 +7%
IAIM
1231
International Assets Investment Management
Florida
$263K
BFA
1232
Brendel Financial Advisors
New Hampshire
$263K
BWP
1233
Balboa Wealth Partners
Arizona
$262K -$9.76K -33 -3%
BOPW
1234
Brandywine Oak Private Wealth
Pennsylvania
$262K
FB
1235
Fulton Bank
Pennsylvania
$261K -$37.6K -127 -12%
PIA
1236
Perennial Investment Advisors
California
$261K -$12.4K -42 -4%
PWW
1237
Pettyjohn Wood & White
Virginia
$261K
DWP
1238
Daymark Wealth Partners
Ohio
$261K -$70.7K -239 -21%
OC
1239
Oarsman Capital
Wisconsin
$258K
EWM
1240
Elmwood Wealth Management
California
$258K
ACM
1241
Aljian Capital Management
Nevada
$257K +$592 +2 +0.2%
UCB
1242
United Community Bank
South Carolina
$256K +$14.5K +49 +6%
FMP
1243
Financial Management Professionals
Texas
$256K +$66K +223 +34%
CH
1244
Cromwell Holdings
Wyoming
$255K
FLP
1245
Financial Life Planners
Arizona
$255K +$1.18K +4 +0.5%
ST
1246
Smithfield Trust
Pennsylvania
$255K
DI
1247
Disciplined Investors
Texas
$253K -$16K -54 -6%
SWM
1248
Segment Wealth Management
Texas
$252K -$30.2K -102 -10%
NB
1249
NBT Bank
New York
$252K
MSFS
1250
Main Street Financial Solutions
Pennsylvania
$251K +$258K +871 New