We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1651
Central Bank & Trust
Kentucky
$505K – – –
BWM
1652
Baystate Wealth Management
Massachusetts
$504K +$48.7K +362 +12%
ARC
1653
Advisor Resource Council
Texas
$503K +$438K +3,253 New
CCM
1654
Carlson Capital Management
Minnesota
$502K -$5.25K -39 -1%
AIM
1655
Anchor Investment Management
South Carolina
$498K +$23.1K +172 +6%
NQWM
1656
Northwest Quadrant Wealth Management
Oregon
$497K +$538 +4 +0.1%
SWM
1657
Stockman Wealth Management
Montana
$496K +$18.2K +135 +4%
CX Institutional
1658
CX Institutional
Indiana
$495K -$1.55M -11,520 -78%
LC
1659
Lindbrook Capital
California
$495K -$13.7K -102 -3%
Arkadios Wealth Advisors
1660
Arkadios Wealth Advisors
Georgia
$495K +$208K +1,542 +93%
GIM
1661
Groesbeck Investment Management
New Jersey
$494K – – –
Meridian Wealth Management
1662
Meridian Wealth Management
Kentucky
$493K -$364K -2,706 -46%
MSFS
1663
Main Street Financial Solutions
Pennsylvania
$492K -$12.8K -95 -3%
FNT
1664
First Nebraska Trust
Nebraska
$491K – – –
OLA
1665
Oliver Luxxe Assets
New Jersey
$490K -$4.62M -34,359 -92%
PA
1666
PFG Advisors
Arizona
$487K -$96.4K -716 -19%
SCA
1667
STALEY CAPITAL ADVISERS
Pennsylvania
$487K – – –
GC
1668
Gilbert & Cook
Iowa
$485K +$423K +3,142 New
MNBTD
1669
Moody National Bank Trust Division
Texas
$484K -$16.1K -120 -4%
MA
1670
MBA Advisors
Pennsylvania
$482K +$135 +1 +0%
CPA
1671
Clear Perspective Advisors
Illinois
$481K -$600K -4,457 -59%
Laird Norton Wetherby Trust Company
1672
Laird Norton Wetherby Trust Company
Washington
$481K -$29.5K -219 -7%
MIM
1673
Moseley Investment Management
Florida
$480K +$117K +867 +39%
LA
1674
Lynch & Associates
Indiana
$478K -$29.3K -218 -7%
LA
1675
LVW Advisors
New York
$478K +$15.9K +118 +4%