We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
1701
Kingswood Wealth Advisors
California
$423K +$448K +3,834 New
CCM
1702
Carlson Capital Management
Minnesota
$423K +$16.6K +142 +4%
DBT
1703
Dubuque Bank & Trust
Iowa
$422K -$13.7K -117 -3%
IIA
1704
IPG Investment Advisors
California
$422K +$12.2K +104 +3%
ERIM
1705
Eagle Ridge Investment Management
Connecticut
$420K +$4.33K +37 +1%
LB
1706
Leo Brokerage
Texas
$420K +$8.77K +75 +2%
MIM
1707
Moseley Investment Management
Florida
$419K +$90.8K +776 +26%
BHB
1708
Bank Hapoalim BM
Israel
$417K -$26.1K -223 -6%
UBV
1709
United Bank (Virginia)
Virginia
$415K
DDC
1710
DF Dent & Co
Maryland
$415K -$55.6K -475 -11%
DPI
1711
Diversified Portfolios Inc
Michigan
$414K -$9.59K -82 -2%
GWANC
1712
Guardian Wealth Advisors (North Carolina)
North Carolina
$413K +$34.7K +297 +9%
TWM
1713
TMD Wealth Management
Arizona
$412K
AIM
1714
Acropolis Investment Management
Missouri
$411K -$19.9K -170 -4%
HA
1715
Hamel Associates
New Jersey
$411K -$5.85K -50 -1%
FSG
1716
Financial Strategies Group
Michigan
$410K
CCG
1717
Cypress Capital Group
Florida
$410K +$25K +214 +6%
CA
1718
Cornerstone Advisory
Maryland
$409K -$297K -2,537 -41%
DWM
1719
Drive Wealth Management
Utah
$408K -$38.5K -329 -8%
FNBSF
1720
First National Bank Sioux Falls
South Dakota
$405K
WA
1721
Waddell & Associates
Tennessee
$404K -$26.7K -228 -6%
9WM
1722
9258 Wealth Management
Ohio
$403K -$87.7K -750 -17%
BSG
1723
Black Swift Group
Colorado
$403K +$234K +2,000 +121%
WP
1724
WMS Partners
Maryland
$402K -$11.1K -95 -3%
RCA
1725
Resonant Capital Advisors
Wisconsin
$402K -$31K -265 -7%