We are live on ! Find out more
KB icon

KB Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
SHP Wealth Management
Massachusetts
$8.38K +$5.42K +54 +180%
CA
302
Clearstead Advisors
Ohio
$8.28K
NSIM
303
North Star Investment Management
Illinois
$8.08K +$2.31K +23 +40%
National Bank of Canada
304
National Bank of Canada
Quebec, Canada
$6.88K
SEP
305
Signature Equity Partners
Ohio
$6.68K +$6.73K +67 New
CFM
306
Cornerstone Financial Management
Massachusetts
$6.48K
IA
307
IFP Advisors
Florida
$6.38K +$803 +8 +14%
SWM
308
Spire Wealth Management
Virginia
$5.88K
RWM
309
Raffa Wealth Management
District of Columbia
$5.78K
TWD
310
True Wealth Design
Ohio
$5.68K +$1.41K +14 +33%
PTC
311
Private Trust Company
Ohio
$5.38K +$5.42K +54 New
CPG
312
Cornerstone Planning Group
New Jersey
$5.12K +$4.72K +47 New
IAAG
313
Innovative Asset Advisors Group
Connecticut
$4.99K +$5.02K +50 New
FMP
314
Financial Management Professionals
Texas
$4.79K +$4.82K +48 New
APW
315
Aventura Private Wealth
Florida
$4.49K
BLC
316
Brown, Lisle/Cummings
Rhode Island
$4.09K +$4.12K +41 New
NS
317
NBC Securities
Alabama
$3.89K
PSFG
318
Park Square Financial Group
Georgia
$3.49K +$3.52K +35 New
BW
319
Basepoint Wealth
Iowa
$3.07K +$100 +1 +3%
AFC
320
Ares Financial Consulting
California
$3.02K
FCAS
321
First Command Advisory Services
Texas
$2.99K +$3.01K +30 New
RCM
322
Richardson Capital Management
Wisconsin
$2.89K +$2.91K +29 New
BW
323
Bravera Wealth
North Dakota
$2.69K
RFP
324
Root Financial Partners
California
$2.69K +$1.81K +18 +200%
JWM
325
JPL Wealth Management
Colorado
$2.59K +$2.61K +26 New