We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCFCSB
1701
Cape Cod Five Cents Savings Bank
Massachusetts
$279K +$187K +646 New
PMG
1702
ProVise Management Group
Florida
$279K +$187K +646 New
RCAG
1703
Rehmann Capital Advisory Group
Michigan
$278K +$186K +644 New
CFCI
1704
Comprehensive Financial Consultants Institutional
Indiana
$278K +$187K +645 New
TFG
1705
Turner Financial Group
Florida
$277K +$186K +643 New
GLLW
1706
Graves Light Lenhart Wealth
Virginia
$276K +$185K +639 New
SWTS
1707
Stonehaven Wealth & Tax Solutions
Wisconsin
$275K +$185K +638 New
GAM
1708
Gemmer Asset Management
California
$274K +$184K +635 New
MCA
1709
Martin Capital Advisors
Texas
$274K +$184K +635 New
GF
1710
Gimbal Financial
Indiana
$274K +$183K +634 New
TC
1711
Tannin Capital
North Carolina
$274K +$183K +634 New
LF
1712
Lantz Financial
Illinois
$273K +$183K +634 New
4WM
1713
49 Wealth Management
Texas
$273K -$196K -676 -52%
A
1714
Alongside
Texas
$273K +$183K +632 New
OPA
1715
Old Port Advisors
Maine
$272K +$183K +631 New
AWA
1716
Adapt Wealth Advisors
Georgia
$272K +$182K +630 New
NHC
1717
Nicholas Hoffman & Company
Georgia
$272K +$182K +630 New
JWWM
1718
Johnson & White Wealth Management
Pennsylvania
$270K +$181K +626 New
1SB
1719
1ST Source Bank
Indiana
$270K +$181K +625 New
ALA
1720
Atlas Legacy Advisors
California
$269K +$224K +773 New
SIAG
1721
Signet Investment Advisory Group
Rhode Island
$268K +$179K +620 New
AWC
1722
Abundance Wealth Counselors
Pennsylvania
$268K +$179K +620 New
AIM
1723
Avity Investment Management
Connecticut
$268K +$179K +620 New
TH
1724
TCTC Holdings
Texas
$267K +$179K +619 New
HCM
1725
Hollencrest Capital Management
California
$266K +$37.6K +130 +27%