We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
301
Larson Financial Group
Missouri
$566K -$55.7K -1,063 -9%
MIM
302
Marshall Investment Management
Colorado
$563K – – –
PGF
303
Plan Group Financial
Oklahoma
$548K +$536K +10,240 New
GP
304
Greenline Partners
New York
$541K +$197K +3,764 +59%
VWM
305
Venturi Wealth Management
Texas
$538K – – –
FHC
306
First Heartland Consultants
Missouri
$538K +$10.2K +194 +2%
CFP
307
Cascade Financial Partners
California
$537K +$20.9K +399 +4%
AHL
308
Abel Hall LLC
Louisiana
$535K – – –
CB
309
Commerce Bank
Missouri
$532K +$383K +7,317 New
BF
310
BOK Financial
Oklahoma
$531K – – –
AWA
311
Arete Wealth Advisors
Illinois
$527K – – –
SOW
312
State of Wyoming
Wyoming
$523K +$152K +2,907 +42%
BWL
313
Bogart Wealth LLC
Virginia
$521K – – –
IAIM
314
International Assets Investment Management
Florida
$516K +$124K +2,370 +33%
AA
315
Aire Advisors
California
$515K -$41K -782 -8%
PGFC
316
Peapack-Gladstone Financial Corp
New Jersey
$512K +$15K +286 +3%
SFS
317
Sowell Financial Services
Arkansas
$512K -$33.9K -648 -6%
BFC
318
Bedel Financial Consulting
Indiana
$510K +$3.46K +66 +0.6%
WLPWM
319
Walled Lake Planning & Wealth Management
Illinois
$504K – – –
WPC
320
Wedmont Private Capital
Pennsylvania
$496K +$2.83K +54 +0.5%
VVP
321
Venture Visionary Partners
Ohio
$493K -$7.86K -150 -2%
RIL
322
Rothschild Investment LLC
Illinois
$490K -$41.9K -800 -8%
TWM
323
Trueblood Wealth Management
Ohio
$489K +$1.36K +26 +0.3%
Truist Financial
324
Truist Financial
North Carolina
$488K +$21.1K +403 +5%
TNA
325
True North Advisors
Texas
$482K +$472K +9,013 New