We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CB
826
Community Bank
New York
$133K – – –
WOC
827
West Oak Capital
California
$130K – – –
SOW
828
State of Wyoming
Wyoming
$125K +$123K +3,830 New
CI
829
CX Institutional
Indiana
$116K +$36.5K +1,140 +47%
WQ
830
Wealth Quarterback
New Jersey
$115K +$113K +3,540 New
BFEC
831
Benjamin F. Edwards & Company
Missouri
$113K -$43.3K -1,350 -28%
Carson Wealth (CWM LLC)
832
Carson Wealth (CWM LLC)
Nebraska
$102K – – –
DFCM
833
Dark Forest Capital Management
Puerto Rico
$101K +$100K +3,130 New
KFS
834
Kelly Financial Services
Massachusetts
$98.1K – – –
FF
835
FourThought Financial
Florida
$93K -$3.2K -100 -3%
FFA
836
Freedman Financial Associates
Massachusetts
$91K – – –
SQA
837
Simon Quick Advisors
New Jersey
$89K -$320 -10 -0.4%
CB
838
CNB Bank
Pennsylvania
$86K -$12.5K -390 -13%
CWP
839
Concord Wealth Partners
Virginia
$85K -$10.6K -330 -11%
VCM
840
Versant Capital Management
Arizona
$84K -$320 -10 -0.4%
DAC
841
Dividend Assets Capital
South Carolina
$81K – – –
NFSG
842
Newbridge Financial Services Group
Florida
$76K +$49.3K +1,540 +193%
CC
843
Centiva Capital
New York
$73K -$58K -1,810 -45%
CA
844
Clearstead Advisors
Ohio
$73K -$2.88K -90 -4%
PMFA
845
Plante Moran Financial Advisors
Michigan
$69K +$5.77K +180 +9%
RFA
846
Reilly Financial Advisors
California
$68K – – –
NIM
847
NuWave Investment Management
New Jersey
$68K +$67.3K +2,100 New
HC
848
Hoese & Co
Minnesota
$65K +$64.1K +2,000 New
SWM
849
Selective Wealth Management
Virginia
$65K +$64.1K +2,000 New
WPA
850
West Paces Advisors
Georgia
$64.2K -$14.4K -450 -19%