We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
851
Cedar Wealth Management
California
$383K +$429K +1,915 New
SB
852
Simmons Bank
Arkansas
$382K
GD
853
Grandfield & Dodd
New York
$380K
TCOT
854
Trust Company of Toledo
Ohio
$377K -$288K -1,286 -41%
HCM
855
Hall Capital Management
Rhode Island
$375K
GWANC
856
Guardian Wealth Advisors (North Carolina)
North Carolina
$374K -$297K -1,325 -41%
PWP
857
Principle Wealth Partners
Connecticut
$374K
FNBT
858
FineMark National Bank & Trust
Florida
$374K
LC
859
Lindbrook Capital
California
$374K -$26K -116 -6%
MAS
860
Meeder Advisory Services
Ohio
$373K -$107K -478 -20%
FRA
861
Front Row Advisors
California
$370K
SCA
862
Sippican Capital Advisors
Massachusetts
$370K
WWP
863
WR Wealth Planners
Missouri
$370K
BHC
864
Bowen Hanes & Co
Florida
$370K +$217K +970 +110%
OLVIG
865
Oliver Lagore Vanvalin Investment Group
Michigan
$368K +$412K +1,840 New
OIA
866
OneDigital Investment Advisors
Kansas
$364K +$10.3K +46 +3%
WP
867
WMS Partners
Maryland
$362K -$5.15K -23 -1%
AFC
868
AFT Forsyth & Company
Florida
$362K
TCM
869
Twin Capital Management
Pennsylvania
$362K -$41.6K -186 -9%
MNBTD
870
Moody National Bank Trust Division
Texas
$362K +$52.6K +235 +15%
AWC
871
Abundance Wealth Counselors
Pennsylvania
$361K +$404K +1,806 New
MCWS
872
McKinley Carter Wealth Services
West Virginia
$360K
SWMG
873
Sanchez Wealth Management Group
Florida
$360K
CSPIA
874
Cary Street Partners Investment Advisory
Virginia
$358K +$31.3K +140 +8%
CAM
875
Crestone Asset Management
Colorado
$356K +$398K +1,777 New