We are live on ! Find out more
SF

Stifel
SF

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
501
Creative Financial Designs
Indiana
$14.9K – – –
JWA
502
JFS Wealth Advisors
Pennsylvania
$14.3K – – –
WTC
503
WhitTier Trust Company
Nevada
$13.2K – – –
OC
504
Oakworth Capital
Alabama
$13K – – –
CFO
505
CVA Family Office
Colorado
$11.7K -$3.43K -46 -22%
OCWP
506
Owl Creek Wealth Partners
Colorado
$10.4K +$1.12K +15 +11%
DWM
507
Dogwood Wealth Management
Kansas
$10.1K -$1.72K -23 -14%
BCM
508
Boreal Capital Management
Florida
$10.1K – – –
FFA
509
Frazier Financial Advisors
Ohio
$9.84K – – –
WETS
510
Wealth Enhancement Trust Services
South Dakota
$9.7K +$9.69K +130 +1,444%
APFP
511
Action Point Financial Planning
Michigan
$9.56K +$10.4K +140 New
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$9.28K – – –
WA
513
WPG Advisers
Maryland
$9K -$3.58K -48 -27%
CT
514
Clearstead Trust
Maine
$8.65K +$9.25K +124 New
SGFG
515
Silver Grove Financial Group
New York
$8.37K +$8.95K +120 New
BW
516
Basepoint Wealth
Iowa
$7.23K +$75 +1 +1%
RWS
517
Retirement Wealth Solutions
Wisconsin
$6.54K -$746 -10 -10%
WT
518
Whittier Trust
California
$6.46K +$6.41K +86 New
BFPW
519
BOK Financial Private Wealth
Colorado
$6.07K +$6.49K +87 New
CA
520
Continuum Advisory
Idaho
$6K +$6.41K +86 New
TM
521
Torren Management
California
$5.95K – – –
AT
522
Arlington Trust
Alabama
$5.93K – – –
BIA
523
Bell Investment Advisors
California
$5.86K -$522 -7 -8%
ANBT
524
American National Bank & Trust
Texas
$5.72K – – –
FHC
525
First Horizon Corporation
Tennessee
$5.72K +$6.11K +82 New
19 20
21
22 23