We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PPC
2576
Park Place Capital
Alabama
$592K +$11.8K +29 +2%
TWM
2577
TRB Wealth Management
Texas
$591K -$6.9K -17 -1%
ANBT
2578
American National Bank & Trust
Texas
$591K +$50.7K +125 +11%
CF
2579
Convergence Financial
Missouri
$590K +$51.1K +126 +11%
MFC
2580
Morris Financial Concepts
South Carolina
$589K -$2.44K -6 -0.5%
SCM
2581
Sage Capital Management
New Jersey
$589K – – –
NC
2582
NewSquare Capital
Pennsylvania
$588K +$64.1K +158 +15%
FWTB
2583
First Western Trust Bank
Colorado
$588K +$9.33K +23 +2%
ACM
2584
Arlington Capital Management
Illinois
$584K – – –
ATFA
2585
All Terrain Financial Advisors
Minnesota
$583K – – –
SR
2586
Syntax Research
Florida
$582K +$812 +2 +0.2%
KFSC
2587
Keystone Financial Services (Colorado)
Colorado
$582K -$23.5K -58 -5%
PWW
2588
Pettyjohn Wood & White
Virginia
$582K +$31.7K +78 +7%
RMDI
2589
R.M. Davis Inc
Maine
$582K +$122K +300 +33%
FWP
2590
Falcon Wealth Planning
California
$582K +$60.9K +150 +14%
SB
2591
Simmons Bank
Arkansas
$581K -$56K -138 -10%
LWMI
2592
Legacy Wealth Management (Idaho)
Idaho
$581K +$153K +378 +45%
TFS
2593
Targeted Financial Services
Florida
$580K +$493K +1,215 New
BIA
2594
Bigelow Investment Advisors
Maine
$579K +$57.2K +141 +13%
CA
2595
Cornerstone Advisory
Maryland
$577K +$30K +74 +7%
NF
2596
Nvest Financial
New Hampshire
$577K +$1.22K +3 +0.2%
JWM
2597
JDH Wealth Management
California
$576K +$23.9K +59 +5%
SWM
2598
SilverOak Wealth Management
Minnesota
$576K – – –
TP
2599
Trailhead Planners
Minnesota
$576K – – –
SNPAM
2600
St. Nicholas Private Asset Management
Florida
$576K +$59.2K +146 +14%