We are live on ! Find out more
SF icon

Stifel
SF

Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
526
American National Bank & Trust
Texas
$5.72K – – –
FHC
527
First Horizon Corporation
Tennessee
$5.72K +$6.11K +82 New
DSC
528
Daytona Street Capital
Missouri
$5.42K – – –
SC
529
SouthState Corp
Florida
$5.37K – – –
W
530
WealthCollab
Washington
$5.3K – – –
WB
531
Webster Bank
Connecticut
$5.3K +$969 +13 +21%
AWM
532
Activest Wealth Management
Florida
$5.16K -$29.1K -390 -84%
NSIM
533
North Star Investment Management
Illinois
$5.07K -$596 -8 -10%
MEG
534
Millstone Evans Group
Colorado
$5.02K – – –
CIA
535
Cape Investment Advisory
Georgia
$4.95K +$5.29K +71 New
RF
536
Rossby Financial
Florida
$4.88K -$75 -1 -1%
CPG
537
Cornerstone Planning Group
New Jersey
$4.44K -$4.17K -56 -50%
SEP
538
Signature Equity Partners
Ohio
$4.38K +$1.34K +18 +40%
PMFA
539
Plante Moran Financial Advisors
Michigan
$4.19K +$447 +6 +11%
CCMI
540
Creative Capital Management Investments
California
$4.12K +$4.4K +59 New
PWMG
541
Private Wealth Management Group
New Jersey
$4.05K – – –
IAS
542
IMA Advisory Services
Colorado
$4.05K +$1.57K +21 +57%
SGK
543
Steigerwald Gordon & Koch
Virginia
$3.84K – – –
MNA
544
Manning & Napier Advisors
New York
$3.67K +$4.03K +54 New
PTC
545
Private Trust Company
Ohio
$3.15K – – –
CAL
546
Capital Advisors Ltd
Ohio
$3K – – –
PWMG
547
Prestige Wealth Management Group
New Jersey
$2.86K – – –
MCM
548
Manchester Capital Management
Vermont
$2.72K +$373 +5 +15%
MFT
549
Moisand Fitzgerald Tamayo
Florida
$2.58K – – –
DF
550
Dunhill Financial
United Kingdom
$2.51K -$149 -2 -5%
20 21
22
23 24