We are live on ! Find out more
CME icon

CME Group
CME

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1301
City State Bank
Iowa
$11.8K – – –
IBOK
1302
Independence Bank of Kentucky
Kentucky
$11.8K – – –
WIM
1303
Westside Investment Management
California
$11.8K +$5.99K +29 +94%
VWM
1304
Valley Wealth Managers
New Jersey
$11.8K +$12.4K +60 New
PCWA
1305
Pacific Capital Wealth Advisors
California
$11.4K +$7.64K +37 +176%
KFI
1306
Key Financial Inc
Pennsylvania
$11K – – –
SHIM
1307
Stone House Investment Management
Pennsylvania
$10.4K – – –
CBT
1308
Central Bank & Trust
Kentucky
$10.4K – – –
AFWM
1309
Abich Financial Wealth Management
Virginia
$10.2K +$2.69K +13 +33%
GA
1310
GoalVest Advisory
New York
$9.83K -$17.6K -85 -63%
LWA
1311
Lowe Wealth Advisors
Maryland
$9.83K – – –
CP
1312
Camelot Portfolios
Ohio
$9.83K +$10.3K +50 New
CTC
1313
Cetera Trust Company
Minnesota
$9.63K – – –
PGAM
1314
Princeton Global Asset Management
New Jersey
$8.7K – – –
CPG
1315
Cornerstone Planning Group
New Jersey
$8.68K +$2.07K +10 +29%
RTL
1316
Red Tortoise LLC
Georgia
$8.65K -$620 -3 -6%
DF
1317
Dunhill Financial
United Kingdom
$8.37K +$207 +1 +2%
SVCP
1318
Silicon Valley Capital Partners
California
$8.3K – – –
VAG
1319
VisionPoint Advisory Group
Texas
$8.26K +$8.68K +42 New
SIS
1320
Sound Income Strategies
Florida
$7.86K – – –
ACM
1321
Anfield Capital Management
California
$7.47K +$7.85K +38 New
KB
1322
Kimelman & Baird
New York
$7.47K +$7.85K +38 New
SWA
1323
SOA Wealth Advisors
New York
$7.13K -$413 -2 -5%
MIFH
1324
Migdal Insurance & Financial Holdings
Israel
$7K +$6.2K +30 +600%
AP
1325
Atwood & Palmer
Missouri
$6.88K – – –
51 52
53
54 55