We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
XSC
1201
X-Square Capital
Puerto Rico
$259K
PMFA
1202
Plante Moran Financial Advisors
Michigan
$258K
CF
1203
Centaurus Financial
California
$258K +$1.76K +15 +0.7%
CL
1204
CIM LLC
New York
$257K
CAGAS
1205
Capital Advisory Group Advisory Services
Minnesota
$256K -$5.15K -44 -2%
DP
1206
Dearborn Partners
Illinois
$255K +$13.5K +115 +6%
SRC
1207
Sage Rhino Capital
California
$254K +$247K +2,108 New
SFWC
1208
Strategic Family Wealth Counselors
New Jersey
$253K
CWP
1209
Concord Wealth Partners
Virginia
$253K +$149K +1,268 +152%
VAFP
1210
Vahanian & Associates Financial Planning
New York
$253K +$246K +2,099 New
BWA
1211
Blodgett Wealth Advisors
California
$252K +$245K +2,091 New
MBT
1212
Montecito Bank & Trust
California
$251K
EWM
1213
EPG Wealth Management
Georgia
$251K +$27.4K +234 +13%
MAM
1214
Meeder Asset Management
Ohio
$251K +$32.6K +278 +15%
CAG
1215
Crestwood Advisors Group
Massachusetts
$251K +$244K +2,083 New
SC
1216
Stephens Consulting
Michigan
$250K +$243K +2,078 New
PTC
1217
Philadelphia Trust Company
Pennsylvania
$250K -$62.7K -535 -20%
LNB
1218
Ledyard National Bank
$249K -$146K -1,250 -38%
FT
1219
Fiduciary Trust
Massachusetts
$249K +$11.7K +100 +5%
SAM
1220
SP Asset Management
California
$247K +$235K +2,006 New
CSI
1221
Cross Staff Investments
New York
$247K +$240K +2,050 New
CT
1222
Caldwell Trust
Florida
$247K
FM
1223
Freemont Management
Switzerland
$246K
SIMG
1224
Stephens Investment Management Group
Texas
$244K
UMC
1225
United Maritime Capital
New York
$243K