We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1426
Madson Wealth Advisors
California
$336K +$354K +625 New
PFGIA
1427
Patriot Financial Group Insurance Agency
Massachusetts
$336K +$353K +624 New
DWML
1428
Decker Wealth Management LLC
Tennessee
$334K – – –
PHAM
1429
Palisades Hudson Asset Management
Florida
$334K – – –
VNA
1430
Valley National Advisers
Pennsylvania
$334K +$566 +1 +0.2%
ACA
1431
Arsenal Capital Advisors
Pennsylvania
$333K -$12.4K -22 -3%
CPA
1432
Capital Planning Advisors
California
$332K – – –
Waldron Private Wealth
1433
Waldron Private Wealth
Pennsylvania
$332K +$6.79K +12 +2%
QFA
1434
Quantum Financial Advisors
California
$332K +$4.53K +8 +1%
NCMW
1435
Northern Capital Management (Washington)
Washington
$329K – – –
RF
1436
RetireMitten Financial
Michigan
$328K +$345K +609 New
BB
1437
Bell Bank
North Dakota
$328K +$566 +1 +0.2%
CP
1438
Canopy Partners
Ohio
$328K +$6.22K +11 +2%
TCWM
1439
Total Clarity Wealth Management
Illinois
$327K +$1.7K +3 +0.5%
AHL
1440
Abel Hall LLC
Louisiana
$326K +$45.8K +81 +15%
CNC
1441
Citizens & Northern Corp
Pennsylvania
$324K +$1.7K +3 +0.5%
PCM
1442
Princeton Capital Management
New Jersey
$324K +$2.83K +5 +0.8%
KCPG
1443
Kavar Capital Partners Group
Kansas
$323K -$3.96K -7 -1%
BBNB
1444
Baker Boyer National Bank
Washington
$322K – – –
SFC
1445
Swisher Financial Concepts
Ohio
$321K – – –
OAM
1446
Oak Asset Management
California
$321K -$84.9K -150 -20%
NF
1447
Nvest Financial
New Hampshire
$320K – – –
CCG
1448
Catalina Capital Group
California
$318K +$3.96K +7 +1%
GWMIA
1449
Global Wealth Management Investment Advisory
Florida
$316K +$566 +1 +0.2%
USB
1450
Union Savings Bank
Connecticut
$315K -$17K -30 -5%