We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CH
1001
Cromwell Holdings
Wyoming
$173K – – –
HFS
1002
Hughes Financial Services
Virginia
$166K +$824 +9 +0.5%
AF
1003
Alerus Financial
North Dakota
$165K +$156K +1,701 New
TF
1004
Tompkins Financial
New York
$160K – – –
FDCP
1005
Foster Dykema Cabot & Partners
Massachusetts
$160K – – –
PP
1006
Pacifica Partners
Canada
$155K – – –
PFBT
1007
Parkside Financial Bank & Trust
Missouri
$151K -$4.58K -50 -3%
KB
1008
Kimelman & Baird
New York
$146K – – –
SA
1009
SRH Advisors
Kansas
$145K -$9.43K -103 -6%
Federated Hermes
1010
Federated Hermes
Pennsylvania
$145K +$11.1K +121 +9%
TWIM
1011
TIAA Wealth Investment Management
New York
$145K +$136K +1,491 New
NSIM
1012
North Star Investment Management
Illinois
$144K +$3.75K +41 +3%
GPI
1013
General Partner Inc
Pennsylvania
$141K – – –
T
1014
Tidemark
California
$139K +$732 +8 +0.6%
CSP
1015
Cary Street Partners
Virginia
$139K -$354K -3,869 -73%
TSMHT
1016
Thurston Springer Miller Herd & Titak
Indiana
$137K -$95.7K -1,046 -43%
Twin Tree Management
1017
Twin Tree Management
Texas
$136K +$128K +1,403 New
JFG
1018
JDM Financial Group
Texas
$136K – – –
CAC
1019
Core Alternative Capital
Georgia
$136K – – –
KFAS
1020
Keating Financial Advisory Services
Kansas
$133K +$7.87K +86 +7%
RBC
1021
Roble Belko & Company
Pennsylvania
$128K – – –
HWA
1022
Heritage Wealth Advisors
Virginia
$128K -$53.8K -588 -31%
POIA
1023
Pin Oak Investment Advisors
Texas
$125K – – –
RF
1024
Rossby Financial
Florida
$125K +$8.33K +91 +8%
VCM
1025
Versant Capital Management
Arizona
$124K +$33.2K +363 +40%