We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CT
1126
Coastline Trust
Rhode Island
$197K – – –
BWL
1127
Bogart Wealth LLC
Virginia
$196K +$2.35K +8 +1%
PW
1128
Pandora Wealth
Illinois
$194K -$9.42K -32 -5%
CSB
1129
City State Bank
Iowa
$193K – – –
AIFAIM
1130
American Institute for Advanced Investment Management
Arizona
$192K +$46.8K +159 +1%
TSMHT
1131
Thurston Springer Miller Herd & Titak
Indiana
$188K -$2.6M -8,838 -94%
MEG
1132
Millstone Evans Group
Colorado
$183K – – –
EB
1133
Eastern Bank
Massachusetts
$181K – – –
GWSG
1134
GPS Wealth Strategies Group
Colorado
$180K -$4.41K -15 -3%
HNB
1135
Hilltop National Bank
Wyoming
$175K – – –
SP
1136
Saranac Partners
$170K +$160K +545 New
AI
1137
AXS Investments
New York
$170K +$160K +544 New
SIM
1138
Sentry Investment Management
Wisconsin
$165K +$157K +532 New
LWCFA
1139
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$164K -$4.22M -14,354 -97%
RCM
1140
Raleigh Capital Management
North Carolina
$163K +$14.7K +50 +11%
CYG
1141
Clean Yield Group
Vermont
$156K – – –
QC
1142
Quent Capital
New York
$155K +$146K +496 New
QL
1143
Quarry LP
New York
$151K +$82.4K +280 +139%
CH
1144
Cromwell Holdings
Wyoming
$148K – – –
ABWM
1145
Alpine Bank Wealth Management
Colorado
$147K +$5.3K +18 +4%
WANY
1146
Wealthspire Advisors (New York)
New York
$142K -$283K -963 -68%
OL
1147
OneFund LLC
Florida
$142K +$5.88K +20 +5%
AG
1148
AmeriFlex Group
Nevada
$135K +$63K +214 +98%
CT
1149
Colonial Trust
South Carolina
$134K -$2.94K -10 -2%
CG
1150
Curat Global
New Hampshire
$125K – – –