We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PO
1101
Private Ocean
California
$169K – – –
CFO
1102
CVA Family Office
Colorado
$167K +$548 +3 +0.4%
CFFP
1103
Center for Financial Planning
Michigan
$163K +$731 +4 +0.5%
PMFA
1104
Plante Moran Financial Advisors
Michigan
$163K – – –
NJIM
1105
Nabity-Jensen Investment Management
Nebraska
$163K – – –
BTI
1106
Blue Trust Inc
Georgia
$162K -$9.14K -50 -6%
EWA
1107
EverSource Wealth Advisors
Alabama
$161K +$16.3K +89 +10%
AA
1108
Alta Advisers
United Kingdom
$158K – – –
TCM
1109
Tradewinds Capital Management
Washington
$158K – – –
ZB
1110
Zions Bancorporation
Utah
$158K +$117K +640 +400%
CMBA
1111
C.M. Bidwell & Associates
Hawaii
$157K +$130K +710 +877%
MSG
1112
Main Street Group
Virginia
$151K +$548 +3 +0.4%
AEPWM
1113
Atlantic Edge Private Wealth Management
Florida
$149K – – –
IGWM
1114
ICA Group Wealth Management
Colorado
$149K -$5.12K -28 -4%
CJ
1115
Caitlin John
Michigan
$148K +$65.6K +359 +92%
A
1116
Allianz
Germany
$139K +$128K +700 New
QC
1117
Quent Capital
New York
$136K – – –
O
1118
Ossiam
France
$135K -$23.8M -130,290 -99%
OC
1119
Oakworth Capital
Alabama
$135K – – –
BONH
1120
Bank of New Hampshire
New Hampshire
$134K – – –
ST
1121
Smithfield Trust
Pennsylvania
$133K – – –
TFIPS
1122
Towarzystwo Funduszy Inwestycyjnych PZU SA
$132K – – –
CT
1123
Cambridge Trust
Massachusetts
$125K -$103K -565 -47%
RFA
1124
Register Financial Advisors
Georgia
$119K +$110K +600 New
IBOK
1125
Independence Bank of Kentucky
Kentucky
$117K – – –