We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SW
951
Simplicity Wealth
New Jersey
$1.58M -$311K -12,288 -16%
PCA
952
Pallas Capital Advisors
Massachusetts
$1.58M +$45.6K +1,802 +3%
KFP
953
Keystone Financial Planning
Ohio
$1.58M -$7.62K -301 -0.5%
MWM
954
MFG Wealth Management
Indiana
$1.58M +$40.3K +1,592 +3%
WIM
955
WealthPlan Investment Management
Nebraska
$1.57M +$1.29M +51,055 +415%
AWA
956
Arete Wealth Advisors
Illinois
$1.57M +$52.4K +2,069 +3%
DE
957
Diversified Enterprises
Delaware
$1.57M +$575K +22,720 +56%
CFAM
958
Center For Asset Management
Florida
$1.57M -$262K -10,341 -14%
PNC
959
Park National Corp
Ohio
$1.56M -$17.6K -696 -1%
SEIA
960
Signature Estate & Investment Advisors
California
$1.56M -$17.3K -682 -1%
STA
961
Smith Thornton Advisors
Alabama
$1.56M -$120K -4,732 -7%
KA
962
Kintegral Advisory
New York
$1.55M -$43.3K -1,710 -3%
ASBI
963
American State Bank (Iowa)
Iowa
$1.55M +$126K +4,980 +9%
CCM
964
Cutler Capital Management
Massachusetts
$1.55M -$63.3K -2,500 -4%
CA
965
Carson Advisory
Georgia
$1.55M -$5.06K -200 -0.3%
LIM
966
Leavell Investment Management
Alabama
$1.53M -$371K -14,655 -19%
EWA
967
Exencial Wealth Advisors
Oklahoma
$1.53M -$25.4K -1,004 -2%
CPIG
968
Chicago Partners Investment Group
Illinois
$1.53M +$7.62K +301 +0.5%
ST
969
Somerset Trust
Pennsylvania
$1.52M +$38.9K +1,538 +3%
First Manhattan
970
First Manhattan
New York
$1.52M -$246K -9,716 -14%
DF
971
Donoghue Forlines
Massachusetts
$1.51M +$252K +9,959 +20%
BFG
972
Birch Financial Group
New Hampshire
$1.51M +$278K +10,974 +22%
AA
973
Advisory Alpha
Michigan
$1.51M -$202K -7,992 -12%
SF
974
Symphony Financial
Texas
$1.51M -$1.45M -57,139 -48%
AWM
975
Aprio Wealth Management
Georgia
$1.51M +$361K +14,279 +31%