We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FI
851
FormulaFolio Investments
Michigan
$274K +$257K +4,951 New
NQWM
852
Northwest Quadrant Wealth Management
Oregon
$273K +$277K +5,324 New
FNB
853
Farmers National Bank
Kentucky
$271K
HA
854
Harfst & Associates
Wyoming
$267K -$135K -2,590 -35%
MA
855
Marshwinds Advisory
Georgia
$266K -$10.4K -200 -4%
BOH
856
Bank of Hawaii
Hawaii
$263K
FTC
857
Farmers Trust Company
Ohio
$263K
SYBT
858
Stock Yards Bank & Trust
Kentucky
$263K
RG
859
Rikoon Group
New Mexico
$263K +$260K +5,000 New
GCMG
860
Gyroscope Capital Management Group
Florida
$261K +$29.7K +572 +14%
SAM
861
SignalPoint Asset Management
Missouri
$260K +$883 +17 +0.4%
Diamond Hill Capital Management
862
Diamond Hill Capital Management
Ohio
$259K -$16.5M -318,587 -99%
AWE
863
Avidian Wealth Enterprises
Texas
$259K +$243K +4,680 New
WIC
864
Whitegate Investment Counselors
New Hampshire
$255K
ISL
865
Ingalls & Snyder LLC
New York
$254K
DWT
866
Dorsey & Whitney Trust
South Dakota
$253K
WAM
867
Wealthspire Advisors (Maryland)
Maryland
$252K -$103K -1,978 -30%
PVWM
868
Point View Wealth Management
New Jersey
$252K -$8K -154 -3%
ARMT
869
Amica Retiree Medical Trust
Rhode Island
$252K
SF
870
Synovus Financial
Georgia
$250K -$11.1K -214 -5%
MHIC
871
Marble Harbor Investment Counsel
Massachusetts
$248K
MMPW
872
Mitchell McLeod Pugh & Williams
Alabama
$248K
RB
873
Rodgers Brothers
Pennsylvania
$247K
PFS
874
Prospera Financial Services
Texas
$243K -$149K -2,863 -39%
RC
875
RegentAtlantic Capital
New Jersey
$241K