We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MC
2351
Middleton & Co
Massachusetts
$524K
HPBT
2352
Hickory Point Bank & Trust
Illinois
$523K -$14.9K -58 -3%
SPWM
2353
Spartan Planning & Wealth Management
North Carolina
$523K +$13.7K +53 +3%
RCM
2354
Raleigh Capital Management
North Carolina
$521K -$111K -431 -20%
TSWM
2355
Triangle Securities Wealth Management
North Carolina
$519K
MWM
2356
Mattern Wealth Management
Kansas
$519K
CFGA
2357
Cambridge Financial Group (Arizona)
Arizona
$519K
MW
2358
Maia Wealth
Colorado
$519K +$25.5K +99 +6%
NWMG
2359
Nicholson Wealth Management Group
South Carolina
$518K -$5.93K -23 -1%
CSPIA
2360
Cary Street Partners Investment Advisory
Virginia
$517K +$80.4K +312 +22%
HWA
2361
HCR Wealth Advisors
California
$517K -$77.3K -300 -15%
CCM
2362
Coerente Capital Management
Ontario, Canada
$516K
WAM
2363
Worth Asset Management
Texas
$516K -$69K -268 -13%
PTB
2364
Pioneer Trust Bank
Oregon
$515K
EA
2365
Everpar Advisors
Oklahoma
$515K +$7.73K +30 +2%
JPWM
2366
Jamison Private Wealth Management
Georgia
$514K +$1.55K +6 +0.3%
MA
2367
MAS Advisors
Florida
$514K +$1.29K +5 +0.3%
FFO
2368
Fortitude Family Office
Arizona
$514K -$278K -1,080 -38%
JWM
2369
JGP Wealth Management
Oregon
$512K +$77K +299 +21%
BWG
2370
Berry Wealth Group
Texas
$512K +$4.12K +16 +0.9%
WSWA
2371
Warren Street Wealth Advisors
California
$512K +$215K +836 +93%
HS
2372
Horan Securities
United States
$510K +$46.4K +180 +12%
TFP
2373
Triune Financial Partners
Kansas
$510K +$1.55K +6 +0.3%
CWA
2374
Continuum Wealth Advisors
New York
$510K
STB
2375
S&T Bank
Pennsylvania
$509K +$7.99K +31 +2%