We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1301
Mather Group
Illinois
$146K -$88.8K -363 -39%
LFA
1302
Livelsberger Financial Advisory
Ohio
$137K +$131K +536 New
FDCP
1303
Foster Dykema Cabot & Partners
Massachusetts
$136K -$30.6K -125 -19%
PCFFS
1304
Pacific Center for Financial Services
California
$128K – – –
LWANC
1305
Laurel Wealth Advisors (North Carolina)
North Carolina
$127K – – –
SFO
1306
Standard Family Office
South Dakota
$123K – – –
PMFA
1307
Plante Moran Financial Advisors
Michigan
$121K – – –
ECM
1308
Elgethun Capital Management
South Dakota
$121K – – –
PK
1309
Pflug Koory
Nebraska
$116K +$112K +456 New
SNB
1310
Security National Bank
Nebraska
$115K – – –
BIG
1311
Brooklyn Investment Group
New York
$115K +$110K +449 New
CAM
1312
Close Asset Management
United Kingdom
$114K +$35.5K +145 +48%
MHR
1313
Matthew Hamilton Rosenberg
$113K – – –
CFO
1314
CVA Family Office
Colorado
$112K +$1.47K +6 +1%
GC
1315
Garde Capital
Washington
$111K – – –
RCM
1316
Raleigh Capital Management
North Carolina
$111K -$3.42K -14 -3%
DCBT
1317
Dakota Community Bank & Trust
North Dakota
$110K -$1.96K -8 -2%
VCM
1318
Versant Capital Management
Arizona
$108K -$22.3K -91 -18%
RIL
1319
Rothschild Investment LLC
Illinois
$107K +$3.67K +15 +4%
T
1320
TOBAM
France
$106K – – –
CP
1321
Castleview Partners
Texas
$105K – – –
CA
1322
Continuum Advisory
Idaho
$96.6K +$24K +98 +34%
MFG
1323
Mendota Financial Group
Wisconsin
$96.5K -$13.2K -54 -13%
JWA
1324
JFS Wealth Advisors
Pennsylvania
$96.3K +$489 +2 +0.5%
LB
1325
Legacy Bridge
Iowa
$95.7K – – –