We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1526
WealthPLAN Partners
Nebraska
$309K -$18.3K -238 -6%
AHC
1527
Adell Harriman & Carpenter
Texas
$306K -$71.7K -931 -19%
TA
1528
TFG Advisers
Michigan
$304K -$9.24K -120 -3%
BWM
1529
BerganKDV Wealth Management
Minnesota
$304K +$6.01K +78 +2%
SIC
1530
Schwartz Investment Counsel
Michigan
$304K -$308K -4,000 -50%
PIA
1531
Pinion Investment Advisors
Kansas
$303K +$307K +3,992 New
WWM
1532
Western Wealth Management
Colorado
$302K -$18.9K -246 -6%
MSS
1533
Mitchell Sinkler & Starr
Pennsylvania
$302K +$70.5K +915 +30%
XWM
1534
Xcel Wealth Management
Florida
$302K +$5.39K +70 +2%
LMKC
1535
L.M. Kohn & Company
Ohio
$301K -$15.4K -200 -5%
LFA
1536
Legacy Financial Advisors
Kentucky
$300K +$305K +3,955 New
OR
1537
Olympiad Research
Connecticut
$299K +$303K +3,937 New
EW
1538
Evoke Wealth
California
$299K -$5.31K -69 -2%
FMB
1539
Field & Main Bank
Kentucky
$299K -$20.8K -270 -6%
PGH
1540
Partners Group Holding
Switzerland
$296K – – –
SVWAG
1541
Sound View Wealth Advisors Group
Georgia
$295K +$299K +3,880 New
LFA
1542
Laraway Financial Advisors
Minnesota
$292K – – –
WE
1543
Wealth Effects
Massachusetts
$292K +$34.7K +450 +13%
IF
1544
Intrua Financial
Texas
$292K -$31.7K -412 -8%
KIA
1545
KCM Investment Advisors
California
$290K -$130K -1,685 -31%
VCP
1546
Verus Capital Partners
Arizona
$289K +$20.5K +266 +8%
WAL
1547
W Advisors LLC
Tennessee
$288K -$10.3K -134 -3%
CNBTD
1548
Citizens National Bank Trust Department
Mississippi
$287K -$24.6K -320 -8%
BTI
1549
Blue Trust Inc
Georgia
$287K -$419K -5,442 -57%
CCIA
1550
Cherry Creek Investment Advisors
Colorado
$286K -$19.3K -250 -6%