We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1301
Abound Wealth Management
Tennessee
$105K +$526 +7 +0.5%
APF
1302
Alaska Permanent Fund
Alaska
$101K – – –
KSB
1303
Kennebec Savings Bank
Maine
$98.1K +$94.5K +1,257 New
Brooklyn Investment Group
1304
Brooklyn Investment Group
New York
$98K +$94.4K +1,256 New
AssetMark Inc
1305
AssetMark Inc
California
$96K +$14.5K +193 +19%
CFO
1306
CVA Family Office
Colorado
$95.3K -$75 -1 -0.1%
TCG
1307
Transcendent Capital Group
Oklahoma
$93.7K -$301 -4 -0.3%
KFI
1308
Key Financial Inc
Pennsylvania
$93.2K +$752 +10 +0.8%
RWM
1309
Reston Wealth Management
Virginia
$92.6K +$89.2K +1,186 New
CNBTD
1310
Citizens National Bank Trust Department
Mississippi
$91.3K – – –
Capital Analysts LLC
1311
Capital Analysts LLC
Pennsylvania
$91K -$37.6K -500 -30%
EWM
1312
Evermay Wealth Management
Virginia
$89.8K – – –
BBPWM
1313
Blue Bell Private Wealth Management
Pennsylvania
$89.7K +$2.56K +34 +3%
CFGS
1314
Concourse Financial Group Securities
Alabama
$89K -$58.7K -781 -41%
BG
1315
Bollard Group
Massachusetts
$88K +$601 +8 +0.7%
ADL
1316
Asset Dedication LLC
California
$87.4K -$14.1K -187 -14%
CSB
1317
City State Bank
Iowa
$87.1K – – –
PGAM
1318
Princeton Global Asset Management
New Jersey
$85.9K -$9.85K -131 -11%
JIP
1319
Jaffetilchin Investment Partners
Florida
$84.7K +$81.6K +1,085 New
BC
1320
Broadwater Capital
Massachusetts
$84K – – –
T
1321
TOBAM
France
$81K +$78.2K +1,040 New
JFA
1322
JNBA Financial Advisors
Minnesota
$79.3K – – –
ANBT
1323
American National Bank & Trust
Texas
$78.1K – – –
FWM
1324
FSA Wealth Management
Massachusetts
$77.5K +$74.6K +993 New
Bogart Wealth LLC
1325
Bogart Wealth LLC
Virginia
$76.2K +$75 +1 +0.1%