We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FDW
1401
Fourth Dimension Wealth
Ohio
$141K – – –
PFG
1402
Putney Financial Group
California
$137K – – –
PCFFS
1403
Pacific Center for Financial Services
California
$135K – – –
AGWCA
1404
Annis Gardner Whiting Capital Advisors
Florida
$134K +$45K +177 +55%
DCBT
1405
Dakota Community Bank & Trust
North Dakota
$132K +$8.13K +32 +7%
GWM
1406
Gitterman Wealth Management
New Jersey
$132K +$124K +488 New
MHR
1407
Matthew Hamilton Rosenberg
$131K +$10.9K +43 +10%
CFO
1408
CVA Family Office
Colorado
$130K -$3.81K -15 -3%
PMFA
1409
Plante Moran Financial Advisors
Michigan
$128K – – –
SS
1410
SBI Securities
Japan
$123K -$4.58K -18 -4%
SNB
1411
Security National Bank
Nebraska
$121K – – –
AAS
1412
Ameritas Advisory Services
Nebraska
$121K +$114K +448 New
RIL
1413
Rothschild Investment LLC
Illinois
$119K +$1.27K +5 +1%
GC
1414
Garde Capital
Washington
$117K – – –
EPIM
1415
Evelyn Partners Investment Management
$116K -$38.1K -150 -26%
FFC
1416
First Financial Corp
Indiana
$114K -$78K -307 -42%
PK
1417
Pflug Koory
Nebraska
$112K – – –
CSPIA
1418
Cary Street Partners Investment Advisory
Virginia
$109K +$14.2K +56 +16%
CAM
1419
Close Asset Management
United Kingdom
$108K -$11.4K -45 -10%
CB
1420
Community Bank
New York
$108K – – –
JWA
1421
JFS Wealth Advisors
Pennsylvania
$105K +$2.8K +11 +3%
SS
1422
Sunbelt Securities
Texas
$105K +$7.12K +28 +7%
MFG
1423
Mendota Financial Group
Wisconsin
$102K – – –
LB
1424
Legacy Bridge
Iowa
$101K -$254 -1 -0.3%
VNA
1425
Valley National Advisers
Pennsylvania
$101K +$43.7K +172 +83%