We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CB
1101
CNB Bank
Pennsylvania
$26K – – –
CAM
1102
CenterStar Asset Management
Illinois
$25K – – –
Van Lanschot Kempen Investment Management
1103
Van Lanschot Kempen Investment Management
Netherlands
$25K – – –
NFSG
1104
Newbridge Financial Services Group
Florida
$25K +$24.5K +109 New
EA
1105
Elm Advisors
California
$24K +$23.6K +105 New
PMFA
1106
Plante Moran Financial Advisors
Michigan
$23K -$5.61K -25 -20%
EWM
1107
Endurance Wealth Management
Rhode Island
$23K – – –
GWMIA
1108
Global Wealth Management Investment Advisory
Florida
$23K – – –
AWG
1109
Altus Wealth Group
Colorado
$23K +$22.5K +100 New
WPA
1110
West Paces Advisors
Georgia
$21.8K – – –
VBCG
1111
Valley Brook Capital Group
Pennsylvania
$21K +$21.3K +95 New
TFIPS
1112
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.4K +$20.2K +90 New
AJ
1113
Ashburton (Jersey)
Jersey
$20K – – –
SLF
1114
Sun Life Financial
Ontario, Canada
$20K – – –
CIA
1115
CSat Investment Advisory
Michigan
$18K -$151K -674 -90%
CCM
1116
Cribstone Capital Management
Maine
$18K – – –
Pathstone Family Office
1117
Pathstone Family Office
New Jersey
$18K +$16.8K +75 +1,500%
WAS
1118
Winch Advisory Services
Wisconsin
$17K – – –
GWS
1119
Glassman Wealth Services
Virginia
$17K +$3.37K +15 +24%
TAM
1120
Tucker Asset Management
Colorado
$15.2K +$15K +67 New
CAL
1121
Capital Advisors Ltd
Ohio
$15K – – –
HDIM
1122
Hanson & Doremus Investment Management
Vermont
$14K +$13.7K +61 New
JFA
1123
JNBA Financial Advisors
Minnesota
$13K -$11.2K -50 -46%
SIS
1124
Sound Income Strategies
Florida
$13K – – –
SN
1125
Sittner & Nelson
Oregon
$13K +$12.6K +56 New