We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
S
776
Surevest
California
$118K +$126K +1,570 New
CG
777
Cutler Group
California
$117K -$595K -7,412 -83%
CI
778
CX Institutional
Indiana
$117K +$125K +1,560 New
FCB
779
First Command Bank
Texas
$115K – – –
FCFS
780
First Command Financial Services
Texas
$115K – – –
PFGIA
781
Patriot Financial Group Insurance Agency
Massachusetts
$114K +$964 +12 +0.8%
CT
782
Cambridge Trust
Massachusetts
$113K – – –
MAWCM
783
Mine & Arao Wealth Creation & Management
California
$112K – – –
RMC
784
Resources Management Corp
Connecticut
$110K +$3.21K +40 +3%
VVP
785
Venture Visionary Partners
Ohio
$105K +$113K +1,402 New
MRCM
786
M&R Capital Management
New Jersey
$105K – – –
RBC
787
Roble Belko & Company
Pennsylvania
$104K – – –
CFO
788
CVA Family Office
Colorado
$104K +$5.62K +70 +5%
M
789
MOTCO
Texas
$100K -$876K -10,906 -89%
MPWT
790
MassMutual Private Wealth & Trust
Connecticut
$100K -$5.94K -74 -5%
TCOV
791
Trust Company of Vermont
Vermont
$100K +$107K +1,330 New
SSG
792
Summit Securities Group
New York
$99K +$68.4K +852 +184%
POIA
793
Pin Oak Investment Advisors
Texas
$96K – – –
APP
794
Alpha Paradigm Partners
Illinois
$95K -$416K -5,186 -80%
LWCFA
795
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$95K +$36.9K +460 +58%
NMG
796
New Millennium Group
Utah
$95K +$102K +1,266 New
LC
797
Lindbrook Capital
California
$94K +$3.21K +40 +3%
DI
798
Disciplined Investments
Oklahoma
$93K +$803 +10 +0.8%
EI
799
Ellevest Inc
New York
$92K +$56.8K +708 +139%
CC
800
Corsicana & Co
Texas
$90K – – –