We are live on ! Find out more
CME icon

CME Group

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
1101
Main Street Financial Solutions
Pennsylvania
$246K +$21.2K +101 +10%
EA
1102
Everpar Advisors
Oklahoma
$245K +$239K +1,139 New
NS
1103
NBC Securities
Alabama
$245K
Koshinski Asset Management
1104
Koshinski Asset Management
Illinois
$244K +$238K +1,135 New
MA
1105
MJP Associates
Connecticut
$243K +$237K +1,130 New
EWA
1106
EP Wealth Advisors
California
$243K -$20K -95 -8%
SWM
1107
Spire Wealth Management
Virginia
$243K +$19.1K +91 +9%
PPWP
1108
Premier Path Wealth Partners
New Jersey
$242K -$35.3K -168 -13%
CNC
1109
Citizens & Northern Corp
Pennsylvania
$241K -$23.7K -113 -9%
FLPIM
1110
F.L. Putnam Investment Management
Massachusetts
$239K -$38.4K -183 -14%
OFS
1111
OneAscent Financial Services
Alabama
$238K -$13.7K -65 -6%
KPPF
1112
Klein Pavlis & Peasley Financial
California
$237K -$6.72K -32 -3%
PCG
1113
Prosperity Consulting Group
Maryland
$237K +$231K +1,101 New
HIMC
1114
Heritage Investors Management Corp
Maryland
$237K -$10.5K -50 -4%
LFG
1115
Larson Financial Group
Missouri
$237K +$114K +541 +97%
MCWS
1116
McKinley Carter Wealth Services
West Virginia
$236K -$21K -100 -8%
CCG
1117
Catalina Capital Group
California
$236K +$230K +1,094 New
PWMG
1118
Prestige Wealth Management Group
New Jersey
$235K -$232K -1,103 -50%
RFO
1119
RiverGlades Family Offices
Florida
$235K +$231K +1,100 New
Kovitz Investment Group Partners
1120
Kovitz Investment Group Partners
Illinois
$234K -$136K -649 -37%
EHAM
1121
Eagle Harbor Asset Management
Washington
$233K
MWC
1122
MBM Wealth Consultants
Missouri
$232K -$6.3K -30 -3%
CFG
1123
Citizens Financial Group
Rhode Island
$232K +$16.8K +80 +8%
CPBTD
1124
Central Pacific Bank - Trust Division
Hawaii
$231K +$229K +1,089 New
BFIM
1125
Beese Fulmer Investment Management
Ohio
$229K -$1.47K -7 -0.7%