We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AG
1501
AlTi Global
New York
$774K +$403K +14,619 +119%
AF
1502
Advisornet Financial
Minnesota
$774K +$86.3K +3,130 +13%
LIA
1503
LS Investment Advisors
Michigan
$773K
PFGIA
1504
Patriot Financial Group Insurance Agency
Massachusetts
$771K +$27.1K +985 +4%
PWM
1505
Palacios Wealth Management
Florida
$770K +$179K +6,500 +32%
CNB
1506
Camden National Bank
Maine
$769K +$27.6K +1,000 +4%
KFA
1507
Kelleher Financial Advisors
New York
$768K +$74K +2,686 +11%
ICM
1508
Intrepid Capital Management
Florida
$768K +$137K +4,987 +23%
GSB
1509
Greenfield Savings Bank
Massachusetts
$766K +$221K +8,032 +44%
Capital Fund Management (CFM)
1510
Capital Fund Management (CFM)
France
$766K +$188K +6,822 +35%
RCA
1511
Resonant Capital Advisors
Wisconsin
$765K -$21.9K -794 -3%
CLA
1512
Carnegie Lake Advisors
New Jersey
$765K -$189K -6,868 -21%
RFA
1513
Resurgent Financial Advisors
Georgia
$757K +$77.9K +2,825 +12%
GP
1514
Greenline Partners
New York
$756K +$103K +3,750 +17%
RPGNY
1515
Retirement Planning Group (New York)
New York
$756K +$27K +980 +4%
SFC
1516
SYM Financial Corp
Indiana
$754K +$25.5K +926 +4%
FA
1517
Faithward Advisors
Pennsylvania
$754K -$16.4K -596 -2%
OIA
1518
Optimum Investment Advisors
Illinois
$753K -$4.33K -157 -0.6%
WAG
1519
Wallace Advisory Group
California
$750K -$321K -11,653 -31%
1IA
1520
1620 Investment Advisors
Massachusetts
$750K -$689 -25 -0.1%
EMAM
1521
Encompass More Asset Management
California
$749K +$412K +14,946 +137%
SC
1522
SouthState Corp
Florida
$746K +$193K +7,006 +37%
MCA
1523
Magnolia Capital Advisors
Mississippi
$745K +$58.1K +2,110 +9%
PP
1524
PFS Partners
New Jersey
$744K +$9.12K +331 +1%
HWA
1525
HMV Wealth Advisors
Louisiana
$744K