We are live on ! Find out more
SHOP icon

Shopify

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1476
PFS Partners
New Jersey
$142K – – –
WETS
1477
Wealth Enhancement Trust Services
South Dakota
$140K +$155K +1,180 New
KB
1478
Kimelman & Baird
New York
$133K – – –
OSNBOA
1479
Old Second National Bank of Aurora
Illinois
$132K – – –
HWP
1480
Highline Wealth Partners
California
$131K +$1.31K +10 +0.9%
GSWM
1481
Golden State Wealth Management
California
$131K – – –
EPAM
1482
Evelyn Partners Asset Management
$129K – – –
PWA
1483
Provenance Wealth Advisors
Florida
$128K – – –
CI
1484
CX Institutional
Indiana
$127K +$25.6K +195 +22%
AW
1485
Avion Wealth
Texas
$125K – – –
CSPIA
1486
Cary Street Partners Investment Advisory
Virginia
$123K -$51.1K -389 -27%
PFBT
1487
Parkside Financial Bank & Trust
Missouri
$122K +$1.31K +10 +1%
HWA
1488
HHM Wealth Advisors
Tennessee
$121K – – –
Vanguard National Trust
1489
Vanguard National Trust
Pennsylvania
$121K +$133K +1,016 New
MR
1490
Munich Reinsurance
$120K -$5.04M -38,359 -97%
PWA
1491
Physician Wealth Advisors
Utah
$120K -$526 -4 -0.4%
FMTCOCP
1492
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$119K – – –
CCA
1493
Cygnus Capital Advisors
Georgia
$119K +$131K +1,000 New
NWS
1494
Nvest Wealth Strategies
Ohio
$119K +$394 +3 +0.3%
AT
1495
Avalon Trust
New Mexico
$119K – – –
CBT
1496
Crews Bank & Trust
Florida
$119K – – –
PL
1497
PeakShares LLC
Florida
$119K +$131K +1,000 New
CA
1498
CoreCap Advisors
Michigan
$118K -$516K -3,927 -80%
LWCFA
1499
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$116K -$1.49M -11,320 -92%
RF
1500
Rossby Financial
Florida
$116K +$90.9K +692 +242%