We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
OHIS
926
Oak Harvest Investment Services
Texas
$4.91M +$560K +5,999 +12%
PT
927
Plimoth Trust
Massachusetts
$4.91M +$610K +6,535 +14%
SC
928
Searle & Co
Connecticut
$4.91M +$75.5K +809 +2%
PA
929
Parallel Advisors
California
$4.9M -$401K -4,299 -7%
AG
930
Ascent Group
Virginia
$4.89M +$1.07M +11,506 +27%
RWA
931
River Wealth Advisors
Pennsylvania
$4.86M +$714K +7,648 +16%
ET
932
Equitable Trust
Tennessee
$4.85M -$217K -2,321 -4%
SVWAG
933
Sound View Wealth Advisors Group
Georgia
$4.84M +$184K +1,967 +4%
KFP
934
KMG Fiduciary Partners
Ohio
$4.84M +$349K +3,739 +7%
NIM
935
Northeast Investment Management
Massachusetts
$4.83M -$999K -10,705 -17%
FMWA
936
Forvis Mazars Wealth Advisors
Missouri
$4.83M +$281K +3,014 +6%
PCS
937
Personal CFO Solutions
New Jersey
$4.83M -$37.9K -406 -0.7%
MWA
938
Meridian Wealth Advisors
Texas
$4.83M +$291K +3,121 +6%
GS
939
GWN Securities
Florida
$4.8M +$4.59M +49,137 +337%
TW
940
Trajan Wealth
Arizona
$4.79M +$602K +6,451 +14%
MPI
941
Mairs & Power Inc
Minnesota
$4.77M -$69.2K -741 -1%
PTC
942
Philadelphia Trust Company
Pennsylvania
$4.75M -$403K -4,317 -8%
PWMAG
943
Pinnacle Wealth Management Advisory Group
New Jersey
$4.75M -$174K -1,861 -3%
PIMJS
944
PKO Investment Management Joint-Stock
Poland
$4.75M +$954K +10,216 +24%
JHCP
945
Jackson Hole Capital Partners
Oklahoma
$4.75M +$197K +2,111 +4%
NHT
946
New Hampshire Trust
New Hampshire
$4.74M +$320K +3,427 +7%
FHA
947
Flagship Harbor Advisors
Massachusetts
$4.73M +$476K +5,099 +11%
KP
948
Keel Point
Alabama
$4.7M +$1.06M +11,303 +28%
SL
949
Sentry LLC
Tennessee
$4.69M +$274K +2,930 +6%
CCG
950
Cypress Capital Group
Florida
$4.67M +$486K +5,207 +11%