We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
826
P.J. Schmidt Investment Management (PJS)
Wisconsin
$744K -$53.4K -705 -7%
SOS
827
Silver Oak Securities
Tennessee
$742K +$411K +5,423 +157%
DG
828
DMC Group
Alabama
$741K -$3.03K -40 -0.4%
TAFW
829
Tred Avon Family Wealth
Maryland
$741K -$45.9K -606 -6%
WPC
830
Waters Parkerson & Co
Louisiana
$741K – – –
FMWA
831
Forvis Mazars Wealth Advisors
Missouri
$740K – – –
CFD
832
Creative Financial Designs
Indiana
$740K +$9.61K +127 +1%
MWM
833
Modern Wealth Management
Kansas
$739K -$45.6K -602 -6%
TF
834
Tompkins Financial
New York
$736K -$10.9K -144 -2%
SAM
835
Sagewood Asset Management
New York
$736K +$35.1K +464 +6%
PCG
836
Prosperity Consulting Group
Maryland
$734K +$163K +2,152 +32%
IMC Chicago
837
IMC Chicago
Illinois
$732K +$23.7K +313 +4%
MA
838
Mutual Advisors
Nebraska
$730K -$16.5K -218 -2%
WANY
839
Wealthspire Advisors (New York)
New York
$730K +$373K +4,927 +129%
MIM
840
Marco Investment Management
Georgia
$727K – – –
MWA
841
MFA Wealth Advisors
Pennsylvania
$725K +$96.7K +1,278 +17%
CFO
842
Cambient Family Office
Michigan
$724K +$15.4K +204 +2%
BAAM
843
Baker Avenue Asset Management
California
$722K +$259K +3,417 +65%
SYBT
844
Stock Yards Bank & Trust
Kentucky
$722K – – –
BCI
845
Brinker Capital Investments
Pennsylvania
$721K -$4.19M -55,375 -87%
FTWA
846
Fifth Third Wealth Advisors
Ohio
$719K +$134K +1,765 +26%
BTC
847
Bank & Trust Company
Illinois
$719K -$7.72K -102 -1%
AG
848
Ascent Group
Virginia
$717K +$6.28K +83 +1%
GAM
849
Groupama Asset Management
France
$717K – – –
CT
850
Caldwell Trust
Florida
$712K -$376K -4,970 -37%