We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
TI
301
Tidal Investments
Wisconsin
$463K -$237K -5,090 -34%
CFP
302
Cascade Financial Partners
California
$461K +$19.5K +420 +5%
WLPWM
303
Walled Lake Planning & Wealth Management
Illinois
$451K -$96.1K -2,066 -18%
VVP
304
Venture Visionary Partners
Ohio
$448K +$14K +300 +3%
PGFC
305
Peapack-Gladstone Financial Corp
New Jersey
$444K +$4.56K +98 +1%
TWM
306
Trueblood Wealth Management
Ohio
$436K +$1.44K +31 +0.3%
RFC
307
Regions Financial Corp
Alabama
$431K
AIP
308
Ameritas Investment Partners
Nebraska
$427K -$226K -4,852 -35%
CWIG
309
Chung Wu Investment Group
Texas
$421K +$409K +8,800 New
PWM
310
Perigon Wealth Management
California
$421K -$4.19K -90 -1%
IA
311
IFP Advisors
Florida
$421K +$80.8K +1,736 +25%
ACL
312
Applied Capital LLC
Florida
$418K +$406K +8,725 New
Truist Financial
313
Truist Financial
North Carolina
$417K -$7.03K -151 -2%
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$416K
CIC
315
Carnegie Investment Counsel
Ohio
$413K
HIC
316
Holderness Investments Company
North Carolina
$399K -$3.49K -75 -0.9%
NDSI
317
Newman Dignan & Sheerar Inc
Rhode Island
$397K
SWM
318
Spire Wealth Management
Virginia
$390K -$25.5K -547 -6%
Focus Partners Wealth
319
Focus Partners Wealth
Massachusetts
$389K -$48.1K -1,034 -11%
DAS
320
Dynamic Advisor Solutions
Arizona
$384K -$9.03K -194 -2%
MPCG
321
Matrix Private Capital Group
New York
$383K
EWM
322
Empirical Wealth Management
Washington
$374K +$364K +7,820 New
SMH
323
Sanders Morris Harris
Texas
$373K
SOS
324
Silver Oak Securities
Tennessee
$372K -$214K -4,589 -37%
FVCM
325
F&V Capital Management
Florida
$371K