We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DCBT
1001
Dakota Community Bank & Trust
North Dakota
$221K +$8.26K +177 +3%
TWC
1002
TD Waterhouse Canada
Ontario, Canada
$221K -$2.9M -62,209 -92%
CWM
1003
Cornerstone Wealth Management
Missouri
$220K +$51.2K +1,097 +25%
MCM
1004
Mill Capital Management
North Carolina
$219K -$24.3K -520 -9%
SVWAG
1005
Sound View Wealth Advisors Group
Georgia
$216K +$31.5K +675 +14%
HVIA
1006
Hudson Valley Investment Advisors
New York
$215K +$250K +5,368 New
FPAS
1007
Focus Partners Advisor Solutions
Missouri
$215K -$86.7K -1,859 -26%
LWM
1008
Laidlaw Wealth Management
New York
$213K -$124K -2,651 -33%
RWMG
1009
Redwood Wealth Management Group
New Jersey
$213K +$51.7K +1,109 +26%
BFC
1010
Bedel Financial Consulting
Indiana
$213K +$2.33K +50 +0.9%
VT
1011
Vise Technologies
New York
$211K -$126K -2,705 -34%
UBV
1012
United Bank (Virginia)
Virginia
$210K -$11.2K -239 -4%
KA
1013
Klingman & Associates
New York
$209K +$8.96K +192 +4%
IC
1014
Iconiq Capital
California
$209K +$242K +5,191 New
SWA
1015
Sax Wealth Advisors
New Jersey
$209K -$43.1K -923 -15%
RWP
1016
RWA Wealth Partners
Massachusetts
$208K +$513 +11 +0.2%
TWA
1017
Talisman Wealth Advisors
New Jersey
$208K -$3.69K -79 -2%
GM
1018
GeoWealth Management
Illinois
$207K -$100K -2,145 -29%
NIM
1019
Northeast Investment Management
Massachusetts
$206K
SPF
1020
South Plains Financial
Texas
$206K +$240K +5,137 New
DBIA
1021
Dumont & Blake Investment Advisors
New Jersey
$206K
BHBT
1022
Burke & Herbert Bank & Trust
Virginia
$205K -$222K -4,766 -48%
ESB
1023
Essex Savings Bank
Connecticut
$205K -$26.2K -562 -10%
SWA
1024
Stratos Wealth Advisors
Ohio
$205K -$78.9K -1,692 -25%
AWAP
1025
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$204K