We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
676
Colton Groome Financial Advisors
North Carolina
$1.77M +$57.8K +900 +4%
NP
677
NorthRock Partners
Minnesota
$1.77M +$139K +2,170 +9%
CW
678
CreativeOne Wealth
Kansas
$1.76M +$882K +13,740 +120%
LCM
679
Leisure Capital Management
California
$1.75M -$74.5K -1,160 -4%
Luther King Capital Management (LKCM)
680
Luther King Capital Management (LKCM)
Texas
$1.75M +$12.8K +200 +0.8%
AS
681
AM Squared
Hong Kong
$1.75M +$1.61M +25,000 New
CA
682
Claro Advisors
Massachusetts
$1.74M +$1.6M +24,920 New
SNB
683
Security National Bank
Nebraska
$1.73M +$1.43M +22,270 +891%
TA
684
Tectonic Advisors
Texas
$1.72M -$49.5K -770 -3%
IAN
685
Integrated Advisors Network
Texas
$1.72M -$4.2M -65,430 -73%
MAS
686
Meeder Advisory Services
Ohio
$1.72M -$21.8K -340 -1%
CCM
687
Coldstream Capital Management
Washington
$1.7M -$59.7K -930 -4%
MFGM
688
Marshall Financial Group (Maryland)
Maryland
$1.7M +$68.7K +1,070 +5%
IFWM
689
Institute for Wealth Management
Colorado
$1.7M
OIA
690
OneDigital Investment Advisors
Kansas
$1.69M +$89.3K +1,390 +6%
TFS
691
Thoroughbred Financial Services
Tennessee
$1.69M -$919K -14,310 -37%
RSA
692
River Street Advisors
Illinois
$1.69M +$71.9K +1,120 +5%
RJT
693
Raymond James Trust
Florida
$1.68M +$177K +2,750 +13%
LC
694
Lavaca Capital
Texas
$1.68M +$642 +10 +0%
DM
695
Delphi Management
Massachusetts
$1.68M -$148K -2,300 -9%
HFM
696
Hartford Financial Management
Connecticut
$1.67M -$5.14K -80 -0.3%
JCM
697
Jacobi Capital Management
Pennsylvania
$1.67M +$32.1K +500 +2%
NSB
698
Norway Savings Bank
Maine
$1.65M -$119K -1,850 -7%
UFF
699
USA Financial Formulas
Michigan
$1.64M -$1.06M -16,470 -41%
BW
700
Bison Wealth
Georgia
$1.63M -$230K -3,580 -13%