We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
1401
First Interstate Bank
Montana
$474K -$23.7K -1,498 -5%
MWM
1402
Mattern Wealth Management
Kansas
$473K +$489 +31 +0.1%
SIC
1403
Salem Investment Counselors
North Carolina
$471K +$24K +1,523 +6%
CA
1404
CGN Advisors
Kansas
$471K -$1.38M -87,293 -76%
IAA
1405
Ironsides Asset Advisors
North Carolina
$471K -$65.9K -4,175 -13%
WP
1406
WealthPLAN Partners
Nebraska
$470K -$117K -7,435 -21%
EWM
1407
Executive Wealth Management
Michigan
$470K -$25.4K -1,609 -5%
BFA
1408
Bill Few Associates
Pennsylvania
$470K +$14.8K +938 +3%
CIA
1409
Citadel Investment Advisory
Ohio
$470K -$11.6K -734 -3%
RSWM
1410
Robertson Stephens Wealth Management
California
$469K -$45.8K -2,901 -9%
AFAS
1411
Acorn Financial Advisory Services
Virginia
$469K -$158 -10 -0%
LF
1412
LifePlan Financial
Minnesota
$467K +$440K +27,847 New
RWM
1413
RKL Wealth Management
Pennsylvania
$467K +$439K +27,833 New
FPCG
1414
Forum Private Client Group
Indiana
$466K +$438K +27,770 New
ACP
1415
Aveo Capital Partners
Colorado
$466K +$18.9K +1,194 +4%
MG
1416
Mather Group
Illinois
$466K +$78.2K +4,950 +22%
AFM
1417
Abbot Financial Management
Massachusetts
$465K -$131K -8,306 -23%
NB
1418
Nicolet Bankshares
Wisconsin
$463K +$23.2K +1,471 +6%
LWM
1419
Laidlaw Wealth Management
New York
$463K -$20.9K -1,321 -5%
TFCP
1420
Twin Focus Capital Partners
Massachusetts
$462K +$126K +8,000 +41%
ARG
1421
Advisory Resource Group
Oklahoma
$461K -$8.65K -548 -2%
PP
1422
PDS Planning
Ohio
$461K +$20.1K +1,271 +5%
PHS
1423
Pekin Hardy Strauss
Illinois
$459K -$780K -49,383 -64%
OPTFSNA
1424
Old Point Trust & Financial Services N A
Virginia
$459K -$99.6K -6,306 -19%
MPWT
1425
MassMutual Private Wealth & Trust
Connecticut
$458K +$80.7K +5,113 +23%