We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CT
801
Coastline Trust
Rhode Island
$855K -$102K -1,000 -11%
DWM
802
Dakota Wealth Management
Florida
$854K -$362K -3,541 -29%
GPA
803
Garrison Point Advisors
California
$852K
CSC
804
Caldwell Sutter Capital
California
$851K -$14.8K -145 -2%
MMPW
805
Mitchell McLeod Pugh & Williams
Alabama
$844K -$16.6K -162 -2%
CWM
806
Congress Wealth Management
Massachusetts
$840K +$558K +5,455 +187%
CWM
807
Challenger Wealth Management
California
$838K +$854K +8,349 New
MFA
808
Mayflower Financial Advisors
Massachusetts
$837K +$2.56K +25 +0.3%
OFC
809
Oakland Financial Corp
$837K +$853K +8,335 New
MWM
810
Meridian Wealth Management
Kentucky
$836K +$43K +420 +5%
NRS
811
Neville Rodie & Shaw
New York
$835K
SWM
812
SeaCrest Wealth Management
New York
$832K +$39.8K +389 +5%
OIA
813
OneDigital Investment Advisors
Kansas
$832K -$8.08K -79 -0.9%
FIA
814
Foundations Investment Advisors
Arizona
$829K +$61.2K +598 +8%
SCTC
815
Sanibel Captiva Trust Company
Florida
$828K +$136K +1,331 +19%
ACA
816
Aptus Capital Advisors
Alabama
$821K +$383K +3,746 +85%
TSMHT
817
Thurston Springer Miller Herd & Titak
Indiana
$821K -$5.93K -58 -0.7%
PSB
818
Passumpsic Savings Bank
Vermont
$816K +$831K +8,127 New
OBAM
819
ODDO BHF Asset Management
France
$814K +$150K +1,469 +22%
WCA
820
Westover Capital Advisors
Delaware
$810K
NP
821
Nilsine Partners
Colorado
$810K +$512K +5,001 +163%
CAG
822
Crestwood Advisors Group
Massachusetts
$808K +$38.9K +380 +5%
KA
823
Kovack Advisors
Florida
$807K +$138K +1,347 +20%
AFP
824
Ausdal Financial Partners
Iowa
$801K +$160K +1,562 +24%
BCM
825
Brasada Capital Management
Texas
$800K