We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
1351
Grove Bank & Trust
Florida
$1.59M +$54.7K +1,535 +4%
TIA
1352
Traphagen Investment Advisors
New Jersey
$1.59M +$275K +7,721 +22%
BO
1353
BRR OpCo
Ohio
$1.59M -$82K -2,301 -5%
FFN
1354
Focus Financial Network
Minnesota
$1.59M +$138K +3,870 +10%
CPO
1355
Cerity Partners OCIO
New York
$1.59M +$905K +25,409 +137%
OAM
1356
Optimal Asset Management
California
$1.59M +$1.52M +42,692 New
RM
1357
Resource Management
Louisiana
$1.58M +$83.3K +2,339 +6%
CYG
1358
Clean Yield Group
Vermont
$1.58M +$104K +2,908 +7%
PA
1359
Probity Advisors
Texas
$1.57M -$18.4K -516 -1%
KFI
1360
Key Financial Inc
Pennsylvania
$1.57M +$1.5M +42,177 New
SACTSONJ
1361
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.57M
UFG
1362
United Fire Group
Iowa
$1.57M
CHAM
1363
Clear Harbor Asset Management
Connecticut
$1.57M -$22.5K -632 -1%
CAM
1364
Claret Asset Management
Quebec, Canada
$1.56M -$26.3K -739 -2%
PTC
1365
Philadelphia Trust Company
Pennsylvania
$1.55M -$142K -3,998 -9%
CAAS
1366
Capital Asset Advisory Services
Michigan
$1.54M +$659K +18,490 +78%
FI
1367
FormulaFolio Investments
Michigan
$1.54M -$20.9K -586 -1%
FNBOSM
1368
First National Bank of South Miami
Florida
$1.54M -$230K -6,455 -13%
PFBT
1369
Parkside Financial Bank & Trust
Missouri
$1.54M +$38.1K +1,071 +3%
PWMAG
1370
Pinnacle Wealth Management Advisory Group
New Jersey
$1.54M -$139K -3,891 -9%
MSFP
1371
Mark Sheptoff Financial Planning
Connecticut
$1.53M -$33.9K -951 -2%
IP
1372
Investment Partners
Ohio
$1.53M -$9.01K -253 -0.6%
SPFA
1373
Summit Place Financial Advisors
New Jersey
$1.52M +$1.46M +40,985 New
BFO
1374
Biltmore Family Office
North Carolina
$1.52M -$293K -8,229 -17%
KCPG
1375
Kavar Capital Partners Group
Kansas
$1.52M +$42.1K +1,181 +3%