We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
GGI
1001
Godsey & Gibb Inc
Virginia
$394K
MWM
1002
MGB Wealth Management
Texas
$394K
NC
1003
Napatree Capital
Rhode Island
$393K +$74.8K +1,020 +24%
SVWAG
1004
Sound View Wealth Advisors Group
Georgia
$393K -$27.6K -376 -7%
SFG
1005
SevenBridge Financial Group
Pennsylvania
$393K
LW
1006
Linscomb Wealth
Texas
$390K +$140K +1,905 +58%
PP
1007
Prudential plc
United Kingdom
$387K -$814K -11,101 -68%
FNBT
1008
FineMark National Bank & Trust
Florida
$386K -$252K -3,438 -40%
SFWC
1009
Strategic Family Wealth Counselors
New Jersey
$383K +$4.33K +59 +1%
S
1010
SignatureFD
Georgia
$383K -$74.1K -1,011 -17%
CCB
1011
Country Club Bank
Missouri
$379K
OAM
1012
Ostrum Asset Management
France
$377K -$1.97M -26,915 -84%
PWM
1013
Partnership Wealth Management
Maryland
$375K
RS
1014
R Squared
Hong Kong
$374K +$365K +4,980 New
WA
1015
Waddell & Associates
Tennessee
$372K -$11K -150 -3%
GCP
1016
GSA Capital Partners
United Kingdom
$372K +$363K +4,951 New
CIA
1017
Choate Investment Advisors
Massachusetts
$371K +$220 +3 +0.1%
GLA
1018
Good Life Advisors
Pennsylvania
$370K +$1.47K +20 +0.4%
SC
1019
Syon Capital
California
$370K +$68.9K +940 +24%
MIA
1020
MeadowBrook Investment Advisors
Michigan
$370K
FNBOMD
1021
First National Bank of Mount Dora
Florida
$370K +$72.8K +993 +25%
SWM
1022
SeaCrest Wealth Management
New York
$369K -$3.37K -46 -0.9%
DFCM
1023
Dark Forest Capital Management
Puerto Rico
$366K +$358K +4,882 New
AW
1024
Avion Wealth
Texas
$366K
HWMG
1025
Hurlow Wealth Management Group
Indiana
$365K -$147 -2 -0%