We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
1401
AMG National Trust Bank
Colorado
$3.12M +$79K +3,650 +3%
PP
1402
PDS Planning
Ohio
$3.11M +$669K +30,890 +38%
FC
1403
Forte Capital
New York
$3.11M -$7.58K -350 -0.3%
KA
1404
KLCM Advisors
Wisconsin
$3.11M -$3.25K -150 -0.1%
HIP
1405
HUB Investment Partners
Texas
$3.1M +$2.42M +111,660 New
TCOV
1406
Trust Company of Vermont
Vermont
$3.1M +$260K +12,030 +12%
LDB
1407
Lee, Danner & Bass
Tennessee
$3.1M -$88.7K -4,100 -4%
MFS
1408
Mirabella Financial Services
United Kingdom
$3.09M +$2.41M +111,390 New
CPC
1409
Consolidated Planning Corp
Georgia
$3.09M +$1.47M +67,900 +156%
TCA
1410
Transcend Capital Advisors
New Jersey
$3.07M -$628K -29,040 -21%
HNWAG
1411
High Net Worth Advisory Group
Florida
$3.06M -$32.5K -1,500 -1%
SCP
1412
Stamos Capital Partners
California
$3.06M -$586K -27,100 -20%
WAS
1413
Wesleyan Assurance Society
United Kingdom
$3.06M
DAM
1414
Doheny Asset Management
California
$3.04M +$858K +39,640 +57%
YDMI
1415
Y.D. More Investments
Israel
$3.03M -$834K -38,540 -26%
PCM
1416
Palisade Capital Management
New Jersey
$3.02M
MW
1417
Marcum Wealth
Ohio
$3.01M +$614K +28,370 +36%
BSW
1418
Buckingham Strategic Wealth
Missouri
$3M
DWM
1419
Destination Wealth Management
California
$2.99M +$94.6K +4,370 +4%
HIS
1420
Harvest Investment Services
Illinois
$2.97M +$1.13M +52,170 +95%
BG
1421
Benedetti & Gucer
Georgia
$2.96M +$456K +21,080 +25%
OAM
1422
Oak Asset Management
California
$2.96M -$13K -600 -0.6%
CA
1423
Clearstead Advisors
Ohio
$2.95M +$220K +10,160 +11%
PWP
1424
Pursue Wealth Partners
California
$2.94M -$404K -18,690 -15%
GSIAS
1425
Garden State Investment Advisory Services
New Jersey
$2.94M -$46.7K -2,160 -2%