We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WA
701
Whipplewood Advisors
Colorado
$45.9K -$2.25M -58,935 -98%
JFGIW
702
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45.9K -$63K -1,649 -58%
CSPIA
703
Cary Street Partners Investment Advisory
Virginia
$45.1K +$6.19K +162 +16%
CMP
704
Coston McIsaac & Partners
Maine
$45K – – –
GSWM
705
Golden State Wealth Management
California
$43.8K +$38 +1 +0.1%
FWA
706
Flagship Wealth Advisors
Massachusetts
$43.1K +$191 +5 +0.4%
CNBTD
707
Citizens National Bank Trust Department
Mississippi
$41.5K – – –
CTA
708
Colonial Trust Advisors
South Carolina
$40.5K -$155K -4,060 -79%
W
709
WealthCollab
Washington
$39.6K -$12.6K -331 -24%
EB
710
Eastern Bank
Massachusetts
$39.5K -$15.2K -398 -28%
MIM
711
MTM Investment Management
South Carolina
$37.3K +$37.1K +971 New
RFS
712
Richardson Financial Services
Massachusetts
$37.3K +$4.43K +116 +14%
TIM
713
Tortoise Investment Management
New York
$36.9K – – –
PWA
714
Physician Wealth Advisors
Utah
$36.2K -$20.6K -538 -36%
CH
715
Cromwell Holdings
Wyoming
$35.8K – – –
HWA
716
HHM Wealth Advisors
Tennessee
$35.6K +$9.94K +260 +39%
ITIM
717
Indiana Trust & Investment Management
Indiana
$35.5K – – –
Fidelity International
718
Fidelity International
Bermuda
$33.7K +$1.68K +44 +5%
CBT
719
CoreFirst Bank & Trust
Kansas
$33.5K +$33.3K +872 New
QWM
720
Quaker Wealth Management
New Jersey
$33.2K +$33.1K +865 New
SWA
721
SOA Wealth Advisors
New York
$32.4K +$23.1K +605 +252%
BSB
722
Bangor Savings Bank
Maine
$32.3K – – –
PB
723
Pinnacle Bancorp
Nebraska
$31.9K – – –
DF
724
Dunhill Financial
United Kingdom
$31.6K – – –
PGAM
725
Princeton Global Asset Management
New Jersey
$31.6K – – –