We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCB
301
Country Club Bank
Missouri
$581K
AA
302
Aire Advisors
California
$579K +$83.1K +1,635 +17%
AWM
303
Axxcess Wealth Management
California
$577K -$20.4K -401 -3%
AFP
304
Ausdal Financial Partners
Iowa
$575K +$341K +6,719 +151%
RIL
305
Rothschild Investment LLC
Illinois
$574K +$102K +2,000 +22%
CRI
306
Colonial River Investments
Virginia
$565K -$20.4K -401 -3%
HSA
307
HBK Sorce Advisory
Pennsylvania
$558K +$966 +19 +0.2%
EFS
308
Essex Financial Services
Connecticut
$557K
CFP
309
Cascade Financial Partners
California
$552K +$35.3K +695 +7%
BFG
310
Bleakley Financial Group
New Jersey
$550K +$543K +10,675 New
MIM
311
Marshall Investment Management
Colorado
$542K
M&T Bank
312
M&T Bank
New York
$541K -$864K -17,000 -62%
VVP
313
Venture Visionary Partners
Ohio
$532K +$56.8K +1,117 +12%
BFC
314
Bedel Financial Consulting
Indiana
$532K +$3.61K +71 +0.7%
WPC
315
Wedmont Private Capital
Pennsylvania
$526K +$2.95K +58 +0.6%
AWA
316
Arete Wealth Advisors
Illinois
$518K +$10.2K +200 +2%
AHL
317
Abel Hall LLC
Louisiana
$515K
CB
318
Commerce Bank
Missouri
$512K +$133K +2,616 +36%
BF
319
BOK Financial
Oklahoma
$511K
BWL
320
Bogart Wealth LLC
Virginia
$501K
WLPWM
321
Walled Lake Planning & Wealth Management
Illinois
$485K
TWM
322
Trueblood Wealth Management
Ohio
$479K +$7.62K +150 +2%
HW
323
Hancock Whitney
Mississippi
$466K +$459K +9,039 New
NAG
324
Northstar Advisory Group
New Jersey
$464K +$457K +9,000 New
FCP
325
Fidelis Capital Partners
Florida
$463K