We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AG
2451
AmeriFlex Group
Nevada
$627K -$226K -3,048 -27%
MAM
2452
Madison Asset Management
Wisconsin
$624K
CNTOF
2453
Canandaigua National Trust of Florida
New York
$624K +$82.8K +1,116 +16%
WAM
2454
Walker Asset Management
Missouri
$623K -$7.94K -107 -1%
T
2455
TrustBank
Illinois
$623K +$600K +8,087 New
MHC
2456
May Hill Capital
Massachusetts
$622K +$47K +634 +9%
GGS
2457
Galvin Gaustad & Stein
Arizona
$622K +$74 +1 +0%
PMFA
2458
Plante Moran Financial Advisors
Michigan
$622K -$24.6K -331 -4%
TCP
2459
TMB Capital Partners
Arkansas
$621K +$598K +8,060 New
BSTWA
2460
Blake Schutter Theil Wealth Advisors
Ohio
$621K -$13.8K -186 -2%
GPWM
2461
Grant Private Wealth Management
California
$619K +$86.4K +1,165 +17%
RWM
2462
RBA Wealth Management
California
$618K +$2.23K +30 +0.4%
JCM
2463
Jacobsen Capital Management
Utah
$618K -$6.9K -93 -1%
WHCI
2464
W.H. Cornerstone Investments
Massachusetts
$618K +$3.78K +51 +0.6%
NSB
2465
Norway Savings Bank
Maine
$618K -$1.85K -25 -0.3%
PS
2466
Planned Solutions
California
$616K +$150K +2,017 +34%
BG
2467
Bellevue Group
Switzerland
$616K +$594K +8,000 New
ALA
2468
Atlas Legacy Advisors
California
$616K -$10.6K -143 -2%
EW
2469
Expressive Wealth
Illinois
$616K +$593K +7,993 New
SIC
2470
SJS Investment Consulting
Ohio
$615K +$3.41K +46 +0.6%
RWM
2471
RKL Wealth Management
Pennsylvania
$614K +$90.7K +1,222 +18%
JAG
2472
Journey Advisory Group
Kentucky
$612K +$211K +2,840 +55%
R
2473
Rebalance
California
$612K -$22K -297 -4%
BWM
2474
BankPlus Wealth Management
Mississippi
$612K -$21.5K -290 -4%
CBT
2475
CoreFirst Bank & Trust
Kansas
$612K -$70.9K -956 -11%