We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
1001
Diversify Advisory Services
Utah
– -$210K -801 Closed
ECM
1002
Evergreen Capital Management
Washington
– -$254K -799 Closed
RB
1003
Renasant Bank
Mississippi
– -$249K -787 Closed
IFWM
1004
Institute for Wealth Management
Colorado
– -$246K -777 Closed
WF
1005
Welch & Forbes
Massachusetts
– -$245K -773 Closed
CIC
1006
Carnegie Investment Counsel
Ohio
– -$244K -769 Closed
GLA
1007
Great Lakes Advisors
Illinois
– -$241K -760 Closed
PP
1008
PDS Planning
Ohio
– -$240K -758 Closed
MWM
1009
Mindset Wealth Management
Indiana
– -$236K -745 Closed
PBC
1010
Pavion Blue Capital
California
– -$234K -740 Closed
ZIM
1011
Zacks Investment Management
Illinois
– -$233K -735 Closed
CIA
1012
CCM Investment Advisers
South Carolina
– -$228K -721 Closed
EA
1013
Everpar Advisors
Oklahoma
– -$227K -718 Closed
BRWA
1014
B. Riley Wealth Advisors
Florida
– -$208K -712 Closed
BA
1015
Bristlecone Advisors
Washington
– -$224K -706 Closed
KAS
1016
KPP Advisory Services
Kentucky
– -$220K -695 Closed
MWM
1017
Modera Wealth Management
New Jersey
– -$220K -693 Closed
CE
1018
Cornerstone Enterprises
Wisconsin
– -$219K -692 Closed
DC
1019
Diametric Capital
Massachusetts
– -$216K -681 Closed
BCM
1020
Brookstone Capital Management
Illinois
– -$213K -674 Closed
CCM
1021
Chickasaw Capital Management
Tennessee
– -$211K -666 Closed
CW
1022
CreativeOne Wealth
Kansas
– -$208K -656 Closed
BFS
1023
Beacon Financial Strategies
North Carolina
– -$206K -651 Closed
FWTB
1024
First Western Trust Bank
Colorado
– -$203K -642 Closed
SCM
1025
Schnieders Capital Management
California
– -$203K -641 Closed