We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CCFCSB
1701
Cape Cod Five Cents Savings Bank
Massachusetts
$1.18M -$158K -3,667 -11%
ERWM
1702
Elk River Wealth Management
Colorado
$1.18M
EWS
1703
Evergreen Wealth Solutions
Pennsylvania
$1.18M +$50K +1,157 +4%
PWMG
1704
Prestige Wealth Management Group
New Jersey
$1.18M +$683K +15,820 +122%
JHP
1705
James Hambro & Partners
United Kingdom
$1.17M
MFG
1706
MidWestOne Financial Group
Iowa
$1.17M +$315K +7,295 +34%
IP
1707
Ignite Planners
California
$1.17M -$82.8K -1,916 -6%
CG
1708
CFO4Life Group
Texas
$1.16M -$8.64K -200 -0.7%
MCM
1709
Mainstay Capital Management
Michigan
$1.16M -$66.9K -1,550 -5%
KJWM
1710
Kiley Juergens Wealth Management
Washington
$1.16M -$19.9K -461 -2%
MMA
1711
Miracle Mile Advisors
California
$1.16M +$73.1K +1,692 +6%
AFS
1712
Aft Forsyth & Sober
Florida
$1.16M
PP
1713
PDS Planning
Ohio
$1.16M +$395K +9,153 +48%
GFPC
1714
Global Financial Private Client
Florida
$1.15M +$20.7K +479 +2%
GFP
1715
Gryphon Financial Partners
Ohio
$1.15M -$13.3K -308 -1%
RMA
1716
Roffman Miller Associates
Pennsylvania
$1.15M -$75.2K -1,741 -6%
BFC
1717
Bedel Financial Consulting
Indiana
$1.15M -$18.9K -438 -2%
EP
1718
Eudaimonia Partners
Tennessee
$1.15M -$74.1K -1,715 -6%
GLA
1719
Good Life Advisors
Pennsylvania
$1.14M -$72.4K -1,677 -6%
MWM
1720
Maltin Wealth Management
New Jersey
$1.14M -$6.65K -154 -0.5%
BFA
1721
Beacon Financial Advisory
Ohio
$1.14M +$39K +902 +3%
9WM
1722
9258 Wealth Management
Ohio
$1.14M +$69.5K +1,609 +6%
NP
1723
NorthRock Partners
Minnesota
$1.13M -$291K -6,730 -19%
MCI
1724
MRP Capital Investments
Georgia
$1.13M +$493K +11,407 +70%
HFBOT
1725
Home Federal Bank of Tennessee
Tennessee
$1.13M -$8.64K -200 -0.7%