We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
1801
Keudell/Morrison Wealth Management
Oregon
$1.08M +$14.2K +231 +1%
SRC
1802
Sage Rhino Capital
California
$1.08M -$185 -3 -0%
AG
1803
AlTi Global
New York
$1.08M -$188K -3,049 -15%
PG
1804
Proffitt & Goodson
Tennessee
$1.08M +$6.46K +105 +0.6%
PMA
1805
Prudent Man Advisors
Illinois
$1.07M +$26.2K +425 +3%
BIG
1806
Brookwood Investment Group
Arizona
$1.07M +$1.07M +17,372 New
RI
1807
Ridgewood Investments
New Jersey
$1.07M +$41.1K +667 +4%
SFP
1808
Shepherd Financial Partners
Massachusetts
$1.07M -$15.8K -256 -1%
WI
1809
WrapManager Inc
California
$1.07M -$678K -11,012 -39%
RWA
1810
River Wealth Advisors
Pennsylvania
$1.07M -$70.3K -1,142 -6%
FCCM
1811
First City Capital Management
Georgia
$1.07M
PB
1812
Pinnacle Bancorp
Nebraska
$1.07M -$3.57K -58 -0.3%
HIMS
1813
Hager Investment Management Services
New Hampshire
$1.07M +$770K +12,506 +263%
FAM
1814
Formidable Asset Management
Ohio
$1.06M -$8.56K -139 -0.8%
FPW
1815
Flywheel Private Wealth
California
$1.06M
MP
1816
Moment Partners
California
$1.06M -$1.78K -29 -0.2%
LC
1817
LCNB Corp
Ohio
$1.06M +$9.17K +149 +0.9%
LIA
1818
LS Investment Advisors
Michigan
$1.06M +$49.6K +805 +5%
IWP
1819
Insight Wealth Partners
Texas
$1.06M -$10.3K -168 -1%
GIM
1820
Guardian Investment Management
California
$1.06M -$289K -4,700 -22%
PCM
1821
Princeton Capital Management
New Jersey
$1.06M -$9.6K -156 -0.9%
DG
1822
DMC Group
Alabama
$1.05M -$4.86K -79 -0.5%
AA
1823
Armis Advisers
Georgia
$1.05M +$118K +1,914 +13%
EGA
1824
E&G Advisors
Texas
$1.05M -$369 -6 -0%
BST
1825
Bath Savings Trust
Maine
$1.05M -$204K -3,315 -16%