We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
751
Kaizen Financial Strategies
California
$393K -$17.3K -500 -4%
CB
752
Cadence Bank
Mississippi
$389K +$445K +12,860 New
JFGIW
753
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$381K -$52.6K -1,520 -11%
TA
754
TFG Advisers
Michigan
$381K +$98.4K +2,840 +29%
WB
755
WesBanco Bank
West Virginia
$378K -$21.5K -620 -5%
CCM
756
Cohen Capital Management
California
$378K – – –
Credit Agricole
757
Credit Agricole
France
$378K +$15.2K +440 +4%
AAS
758
Annex Advisory Services
Wisconsin
$370K +$346 +10 +0.1%
O
759
Ossiam
France
$369K +$422K +12,190 New
RGF
760
Retirement Guys Formula
Ohio
$367K +$420K +12,140 New
NP
761
NorthRock Partners
Minnesota
$365K -$6.93K -200 -2%
IUHSA
762
Itau Unibanco Holding S.A.
Brazil
$364K +$417K +12,030 New
CTA
763
Chesley Taft & Associates
Illinois
$363K – – –
CT
764
Coastline Trust
Rhode Island
$363K – – –
CCM
765
CTC Capital Management
Illinois
$363K +$416K +12,000 New
NL
766
NVWM LLC
Pennsylvania
$362K -$417K -12,040 -50%
TIA
767
Trust Investment Advisors
Indiana
$362K -$6.93K -200 -2%
FNBT
768
FineMark National Bank & Trust
Florida
$362K – – –
CPWA
769
Cerro Pacific Wealth Advisors
California
$358K +$122K +3,530 +43%
CCMT
770
CMT Capital Markets Trading
Germany
$353K +$404K +11,660 New
RIA
771
Regal Investment Advisors
Michigan
$348K +$120K +3,460 +43%
ST
772
Smithfield Trust
Pennsylvania
$343K -$78.3K -2,260 -17%
GWS
773
Glassman Wealth Services
Virginia
$342K +$16.6K +480 +4%
AWS
774
Atria Wealth Solutions
New York
$339K +$388K +11,200 New
ACM
775
Ategra Capital Management
Virginia
$339K – – –