We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PBO
751
Peoples Bank (Ohio)
Ohio
$261K – – –
Evergreen Capital Management
752
Evergreen Capital Management
Washington
$261K +$244K +3,970 New
BFG
753
Barber Financial Group
Kansas
$257K -$33.1K -538 -12%
SouthState Corp
754
SouthState Corp
Florida
$256K -$8.97K -146 -4%
IAS
755
Investment Advisory Services
Texas
$256K – – –
Avidian Wealth Enterprises
756
Avidian Wealth Enterprises
Texas
$256K +$239K +3,897 New
KLWA
757
Kelly Lawrence W & Associates
California
$252K – – –
Old Mission Capital
758
Old Mission Capital
Illinois
$250K +$234K +3,811 New
PCM
759
Parsons Capital Management
Rhode Island
$250K +$234K +3,810 New
ADMI
760
Albert D. Mason Inc
Massachusetts
$250K +$233K +3,799 New
QCIG
761
Quad-Cities Investment Group
Iowa
$249K -$16.9K -275 -7%
CoreCap Advisors
762
CoreCap Advisors
Michigan
$249K +$233K +3,793 New
IGWM
763
ICA Group Wealth Management
Colorado
$246K -$159K -2,581 -41%
SWA
764
SFMG Wealth Advisors
Texas
$245K +$230K +3,736 New
FNBOSM
765
First National Bank of South Miami
Florida
$244K – – –
FCM
766
Firestone Capital Management
Florida
$244K +$228K +3,712 New
Wilmington Savings Fund Society
767
Wilmington Savings Fund Society
Delaware
$240K -$36.9K -600 -14%
WP
768
WealthSource Partners
California
$239K +$224K +3,644 New
Park Avenue Securities
769
Park Avenue Securities
New York
$238K +$222K +3,615 New
CNC
770
Canandaigua National Corp
New York
$238K +$223K +3,624 New
IF
771
Intrua Financial
Texas
$238K +$210K +3,419 New
SSA
772
South Street Advisors
New York
$237K +$221K +3,600 New
RIA
773
Realta Investment Advisors
Delaware
$234K +$218K +3,555 New
GL
774
Graypoint LLC
New York
$233K +$218K +3,549 New
CCG
775
Cypress Capital Group
Florida
$232K +$217K +3,526 New