We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TI
3076
Truepoint Inc
Ohio
$315K +$45K +606 +17%
LW
3077
Libra Wealth
California
$315K
PSB
3078
Passumpsic Savings Bank
Vermont
$315K +$303K +4,083 New
MFP
3079
Meramec Financial Planners
Missouri
$314K +$275K +3,703 New
CIM
3080
Capital Investment Management
Missouri
$314K +$302K +4,076 New
RF
3081
Rossby Financial
Florida
$314K -$246K -3,309 -45%
BDFN
3082
Bond & Devick Financial Network
Minnesota
$314K -$37.1K -500 -11%
BCB
3083
Brian C. Broderick
$314K
SC
3084
Schubert & Co
Texas
$313K -$38.4K -518 -11%
ANBT
3085
American National Bank & Trust
Texas
$313K +$149K +2,007 +98%
BI
3086
Berkeley Inc
Idaho
$312K
EFN
3087
Equita Financial Network
Pennsylvania
$312K +$301K +4,056 New
FSWA
3088
Financial Synergies Wealth Advisors
Texas
$312K +$2.67K +36 +0.9%
BFA
3089
Bright Financial Advisors
Michigan
$311K
YWM
3090
Yoder Wealth Management
California
$311K +$6.46K +87 +2%
HFS
3091
Hopwood Financial Services
Virginia
$310K +$29.1K +392 +11%
GHA
3092
Good Harbor Advisors
Massachusetts
$310K +$298K +4,022 New
BDF
3093
Black Diamond Financial
Maryland
$309K +$298K +4,017 New
IJWM
3094
Inman Jager Wealth Management
Mississippi
$309K -$3.34K -45 -1%
LAMNM
3095
Longview Asset Management (New Mexico)
New Mexico
$309K +$80K +1,078 +37%
GWA
3096
Gratus Wealth Advisors
Virginia
$309K
MGAM
3097
McGowan Group Asset Management
Texas
$309K +$4.08K +55 +1%
MWM
3098
MinichMacGregor Wealth Management
New York
$308K +$1.26K +17 +0.4%
AAA
3099
AG Asset Advisory
California
$308K
ERWM
3100
Elk River Wealth Management
Colorado
$308K