We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
1026
Duncker Streett & Co
Missouri
$805K +$9.55K +63 +1%
RPCONE
1027
Retirement Planning Company of New England
Rhode Island
$803K -$18.3K -121 -2%
FWTB
1028
First Western Trust Bank
Colorado
$800K -$4.85K -32 -0.6%
XF
1029
XML Financial
Maryland
$798K -$40.9K -270 -5%
CWS
1030
Confluence Wealth Services
Pennsylvania
$797K +$171K +1,127 +30%
CI
1031
Cigna Investments
Connecticut
$796K -$23.5K -155 -3%
AWC
1032
Adamsbrown Wealth Consultants
Kansas
$795K +$303 +2 +0%
KF
1033
Krilogy Financial
Missouri
$795K -$93.5K -617 -11%
IFU
1034
iSAM Funds (UK)
United Kingdom
$793K -$246K -1,626 -25%
RRA
1035
Round Rock Advisors
Connecticut
$787K +$2.58K +17 +0.4%
CCM
1036
Capstone Capital Management
$786K +$736K +4,857 New
BW
1037
Basepoint Wealth
Iowa
$786K -$85.6K -565 -10%
MFS
1038
Miller Financial Services
Michigan
$785K +$227K +1,500 +45%
FISPB
1039
Fideuram - Intesa Sanpaolo Private Banking
$784K -$23K -152 -3%
ET
1040
Equitable Trust
Tennessee
$783K +$20.2K +133 +3%
BMWS
1041
Brady Martz Wealth Solutions
North Dakota
$782K
RC
1042
Roundview Capital
New Jersey
$782K -$10.3K -68 -1%
CCWM
1043
Cassaday & Co Wealth Management
Virginia
$781K +$303 +2 +0%
MFPI
1044
Midwest Financial Partners Investments
Minnesota
$780K
MFA
1045
Mayflower Financial Advisors
Massachusetts
$778K +$53.1K +350 +8%
CSB
1046
City State Bank
Iowa
$777K +$11.4K +75 +2%
RSWM
1047
Robertson Stephens Wealth Management
California
$777K -$114K -749 -14%
SCM
1048
Sterling Capital Management
North Carolina
$774K +$92.3K +609 +15%
EFG
1049
Everhart Financial Group
Ohio
$773K -$149K -986 -17%
CI
1050
CX Institutional
Indiana
$772K +$72.1K +476 +11%