We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PK
826
Pflug Koory
Nebraska
$646K +$591K +1,995 New
EWM
827
EPG Wealth Management
Georgia
$646K +$591K +1,994 New
Nicholas Hoffman & Company
828
Nicholas Hoffman & Company
Georgia
$641K – – –
TSWM
829
Triangle Securities Wealth Management
North Carolina
$640K -$11.8K -40 -2%
PMSA
830
Patrick M. Sweeney & Associates
Illinois
$638K +$3.85K +13 +0.7%
First Command Advisory Services
831
First Command Advisory Services
Texas
$629K – – –
KIG
832
Kessler Investment Group
Indiana
$616K +$14.2K +48 +3%
Belpointe Asset Management
833
Belpointe Asset Management
Nevada
$614K +$159K +536 +39%
GCP
834
GSA Capital Partners
United Kingdom
$613K -$813K -2,745 -59%
EBWM
835
Eagle Bluffs Wealth Management
Missouri
$610K -$41.8K -141 -7%
TSMHT
836
Thurston Springer Miller Herd & Titak
Indiana
$610K +$159K +538 +40%
IAN
837
Integrated Advisors Network
Texas
$610K -$20.1K -68 -3%
Johnson Investment Counsel
838
Johnson Investment Counsel
Ohio
$609K +$43K +145 +8%
MSFS
839
Main Street Financial Solutions
Pennsylvania
$608K +$153K +517 +38%
Horizon Investments
840
Horizon Investments
North Carolina
$602K -$64.9K -219 -11%
CRI
841
Colonial River Investments
Virginia
$598K +$255K +862 +88%
LIM
842
Longfellow Investment Management
Massachusetts
$597K +$2.96K +10 +0.5%
1SB
843
1ST Source Bank
Indiana
$597K +$27.5K +93 +5%
GL
844
Graypoint LLC
New York
$595K +$55.4K +187 +11%
Sigma Planning Corp
845
Sigma Planning Corp
Michigan
$594K +$6.22K +21 +1%
SFP
846
Shepherd Financial Partners
Massachusetts
$589K +$12.1K +41 +2%
Crestwood Advisors Group
847
Crestwood Advisors Group
Massachusetts
$584K +$28.1K +95 +6%
SW
848
SkyOak Wealth
Michigan
$583K – – –
BFG
849
Beacon Financial Group
Texas
$580K -$16.9K -57 -3%
MMG
850
Monetary Management Group
Missouri
$578K – – –