We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ADMI
901
Albert D. Mason Inc
Massachusetts
$661K +$245 +1 +0%
CIC
902
Crawford Investment Counsel
Georgia
$660K +$48.9K +200 +8%
STA
903
Summit Trail Advisors
New York
$660K +$63.1K +258 +11%
HAG
904
HighPoint Advisor Group
Illinois
$659K -$497K -2,030 -43%
RWM
905
Rench Wealth Management
Texas
$657K +$1.47K +6 +0.2%
NWMG
906
Nicholson Wealth Management Group
South Carolina
$654K +$627K +2,563 New
SCTC
907
Sanibel Captiva Trust Company
Florida
$644K +$48.9K +200 +9%
ACA
908
Aptus Capital Advisors
Alabama
$641K +$65.6K +268 +12%
LWP
909
Laurel Wealth Planning
Minnesota
$641K
OPCM
910
Osborne Partners Capital Management
California
$638K
RMCM
911
Reynders McVeigh Capital Management
Massachusetts
$636K
CB
912
Cadence Bank
Mississippi
$634K -$11.3K -46 -2%
MGIA
913
Moneta Group Investment Advisors
Missouri
$629K +$51.6K +211 +9%
PW
914
Paladin Wealth
Minnesota
$629K +$603K +2,463 New
KSB
915
Kennebec Savings Bank
Maine
$628K +$602K +2,461 New
AI
916
Accredited Investors
Minnesota
$628K +$196K +802 +48%
AL
917
ADE LLC
Maryland
$627K
GWMR
918
GC Wealth Management RIA
Massachusetts
$627K +$391K +1,600 +187%
PFSC
919
Peoples Financial Services Corp
Pennsylvania
$625K
KWA
920
Kingswood Wealth Advisors
California
$620K +$135K +550 +29%
CA
921
Commerzbank Aktiengesellschaft
Germany
$619K +$354K +1,448 +149%
RIS
922
Retirement Income Solutions
Michigan
$615K
MFA
923
Mayflower Financial Advisors
Massachusetts
$614K -$6.36K -26 -1%
CFG
924
Carr Financial Group
Massachusetts
$613K +$734 +3 +0.1%
LIM
925
Leavell Investment Management
Alabama
$611K