We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1251
Pinnacle Wealth Planning Services
Ohio
$1.12M -$158K -1,187 -11%
PTB
1252
Pioneer Trust Bank
Oregon
$1.11M +$50.4K +379 +4%
PFG
1253
Peterson Financial Group
Iowa
$1.11M +$295K +2,217 +30%
NL
1254
NVWM LLC
Pennsylvania
$1.1M -$885K -6,651 -41%
TFS
1255
Thoroughbred Financial Services
Tennessee
$1.1M -$505K -3,791 -29%
CI
1256
CAZ Investments
Texas
$1.1M +$759K +5,700 +150%
FA
1257
Faithward Advisors
Pennsylvania
$1.09M +$60.7K +456 +5%
LCM
1258
Lattice Capital Management
Washington
$1.09M +$399K +3,000 +39%
AIA
1259
AIMZ Investment Advisors
California
$1.09M -$39.9K -300 -3%
RI
1260
Ridgewood Investments
New Jersey
$1.09M +$228K +1,713 +22%
ST
1261
Smithfield Trust
Pennsylvania
$1.09M -$3.33K -25 -0.3%
VCM
1262
Verde Capital Management
Michigan
$1.08M +$1.24M +9,347 New
TCM
1263
Triumph Capital Management
Colorado
$1.08M +$496K +3,728 +67%
MSCM
1264
McElhenny Sheffield Capital Management
Texas
$1.08M +$1.24M +9,324 New
CIA
1265
Capital Investment Advisors
Georgia
$1.07M +$250K +1,881 +25%
SIM
1266
Sentry Investment Management
Wisconsin
$1.07M -$194K -1,456 -14%
BWG
1267
Beta Wealth Group
California
$1.07M +$444K +3,334 +56%
BWAM
1268
Boyd Watterson Asset Management
Ohio
$1.06M +$4.66K +35 +0.4%
PPW
1269
Pinnacle Private Wealth
Massachusetts
$1.05M -$49.5K -372 -4%
EIA
1270
Eastover Investment Advisors
North Carolina
$1.05M +$279K +2,097 +30%
BFM
1271
Boston Financial Management
Massachusetts
$1.05M +$168K +1,262 +16%
CRC
1272
Curi RMB Capital
Illinois
$1.05M -$952K -7,155 -44%
SWA
1273
Stratos Wealth Advisors
Ohio
$1.05M -$124K -932 -9%
EWA
1274
EP Wealth Advisors
California
$1.05M -$77.2K -580 -6%
MIM
1275
Moseley Investment Management
Florida
$1.05M +$53K +398 +5%