We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1876
West Financial Advisors
Iowa
$35.4K – – –
RWM
1877
Ruedi Wealth Management
Illinois
$34.7K – – –
VBA
1878
von Borstel & Associates
Oregon
$34K +$33.3K +1,521 New
RF
1879
Rossby Financial
Florida
$33.8K +$36.9K +1,684 New
EWA
1880
EQ Wealth Advisors
Texas
$33.4K +$32.2K +1,472 New
EWM
1881
Evermay Wealth Management
Virginia
$32.4K -$34K -1,552 -52%
MS
1882
Mizuho Securities
Japan
$31.8K +$30.6K +1,400 New
PP
1883
PrairieView Partners
Minnesota
$31K +$13.3K +608 +77%
FNWM
1884
Financial Network Wealth Management
Utah
$31K +$30.7K +1,404 New
SIM
1885
Synergy Investment Management
Florida
$30.2K – – –
VWM
1886
Vermillion Wealth Management
Minnesota
$30.2K – – –
CNBT
1887
Cornerstone National Bank & Trust
Illinois
$30.1K -$12.5K -570 -30%
FCMT
1888
Founders Capital Management (Texas)
Texas
$30.1K -$3.06K -140 -10%
LFASL
1889
Lugano Financial Advisors SA (LFA)
Switzerland
$29.8K +$28.7K +1,310 New
PWMA
1890
Pension & Wealth Management Advisors
Massachusetts
$29.5K -$14.2K -650 -33%
FWM
1891
FSA Wealth Management
Massachusetts
$29.5K +$3.44K +157 +14%
WOC
1892
West Oak Capital
California
$29.4K – – –
PWMG
1893
Private Wealth Management Group
New Jersey
$29.1K -$3.22K -147 -10%
Kayne Anderson Rudnick Investment Management
1894
Kayne Anderson Rudnick Investment Management
California
$29K -$2.06K -94 -7%
CTC
1895
Cetera Trust Company
Minnesota
$28.4K – – –
DF
1896
Dunhill Financial
United Kingdom
$28.2K +$2.85K +130 +12%
NRWA
1897
North Ridge Wealth Advisors
Oregon
$27.7K -$9.39K -429 -26%
BTD
1898
BankPlus Trust Department
Mississippi
$27.3K -$4.38K -200 -14%
AP
1899
Atwood & Palmer
Missouri
$27.3K -$6.57K -300 -20%
BONH
1900
Bank of New Hampshire
New Hampshire
$27.3K +$10.2K +465 +63%