We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
701
Westside Investment Management
California
$4.43K
ANBT
702
American National Bank & Trust
Texas
$4.43K +$3.93K +100 New
SIC
703
SJS Investment Consulting
Ohio
$4.3K -$354 -9 -8%
ADL
704
Asset Dedication LLC
California
$4.12K
CIA
705
Cape Investment Advisory
Georgia
$3.68K +$3.26K +83 New
BI
706
Binnacle Investments
Iowa
$3.63K +$3.22K +82 New
CT
707
Clearstead Trust
Maine
$3.5K +$3.1K +79 New
CH
708
Cromwell Holdings
Wyoming
$3.46K +$2.28K +58 +290%
AG
709
AmeriFlex Group
Nevada
$3.19K
WAS
710
Winch Advisory Services
Wisconsin
$2.61K
SWIM
711
Smallwood Wealth Investment Management
New Jersey
$2.57K
HFS
712
Hughes Financial Services
Virginia
$2.25K +$1.18K +30 +158%
AA
713
Addison Advisors
Vermont
$2.21K
FFO
714
Fortitude Family Office
Arizona
$2.08K +$1.85K +47 New
WCM
715
Winthrop Capital Management
Indiana
$2K
SO
716
Sierra Ocean
California
$1.9K +$393 +10 +30%
TWD
717
True Wealth Design
Ohio
$1.86K +$354 +9 +27%
UB
718
UMB Bank
Missouri
$1.51K +$1.02K +26 +325%
HWA
719
HHM Wealth Advisors
Tennessee
$1.42K
BTI
720
Blue Trust Inc
Georgia
$1.42K +$1.26K +32 New
SC
721
SouthState Corp
Florida
$1.33K -$511 -13 -30%
PWA
722
Physician Wealth Advisors
Utah
$1.28K
VFM
723
Vision Financial Markets
Connecticut
$1.11K
NB
724
NBT Bank
New York
$1.11K +$983 +25 New
CAL
725
Capital Advisors Ltd
Ohio
$1K