We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
976
Parkside Financial Bank & Trust
Missouri
$372K +$53.2K +946 +16%
TW
977
Transform Wealth
Colorado
$371K -$42K -747 -10%
CFA
978
Compass Financial Advisors
Indiana
$370K -$1.69K -30 -0.4%
Moneta Group Investment Advisors
979
Moneta Group Investment Advisors
Missouri
$370K +$108K +1,928 +40%
SLWA
980
San Luis Wealth Advisors
California
$370K +$380K +6,751 New
PWPS
981
Pinnacle Wealth Planning Services
Ohio
$369K +$64.8K +1,151 +21%
KIG
982
Kowal Investment Group
Wisconsin
$369K +$137K +2,434 +57%
RFG Advisory
983
RFG Advisory
Alabama
$368K +$19.6K +349 +5%
LOPW
984
Live Oak Private Wealth
North Carolina
$367K +$6.19K +110 +2%
SA
985
Shilanski & Associates
Alaska
$367K +$7.37K +131 +2%
IW
986
Imprint Wealth
South Carolina
$366K +$376K +6,676 New
FIM
987
Fernwood Investment Management
Massachusetts
$364K – – –
Aptus Capital Advisors
988
Aptus Capital Advisors
Alabama
$363K +$56 +1 +0%
SFP
989
Sweet Financial Partners
Minnesota
$363K +$4.28K +76 +1%
NWM
990
Northcape Wealth Management
New York
$362K +$371K +6,596 New
WDL
991
Well Done LLC
Michigan
$361K -$17.2K -306 -4%
CBT
992
CoreFirst Bank & Trust
Kansas
$361K -$8.89K -158 -2%
LOAMS
993
Lombard Odier Asset Management (Switzerland)
Switzerland
$358K +$367K +6,524 New
MSWM
994
McGlone Suttner Wealth Management
Wisconsin
$357K +$115K +2,049 +46%
LAM
995
Lakewood Asset Management
Illinois
$357K +$22.8K +405 +7%
AC
996
Abbrea Capital
California
$355K -$19.9K -354 -5%
MFC
997
Mechanics Financial Corp
Ohio
$355K – – –
NIM
998
Northeast Investment Management
Massachusetts
$351K – – –
Washington Trust
999
Washington Trust
Rhode Island
$351K +$169 +3 +0%
BFG
1000
Barber Financial Group
Kansas
$348K +$24.6K +438 +7%