We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CT
1301
Caldwell Trust
Florida
$14.9K -$101K -1,400 -88%
BC
1302
Burleson & Co
California
$14.9K
CBT
1303
CoreFirst Bank & Trust
Kansas
$14.9K +$14.5K +200 New
TLA
1304
Tanglewood Legacy Advisors
Texas
$14.8K +$14.4K +199 New
WIM
1305
Westside Investment Management
California
$14.8K +$72 +1 +0.3%
JFA
1306
JNBA Financial Advisors
Minnesota
$14.4K -$51.8K -716 -79%
DI
1307
Disciplined Investments
Oklahoma
$14.2K
EBA
1308
Eagle Bay Advisors
New York
$13.7K +$940 +13 +8%
AIC
1309
Archer Investment Corporation
Indiana
$13.3K +$9.33K +129 +258%
TCOV
1310
Trust Company of Vermont
Vermont
$12.1K +$8.1K +112 +224%
AFG
1311
Albion Financial Group
Utah
$12K +$2.24K +31 +24%
OCM
1312
Osterweis Capital Management
California
$11.8K
ICM
1313
Islay Capital Management
Texas
$11.2K
TWD
1314
True Wealth Design
Ohio
$10.4K +$10.1K +139 New
FCA
1315
Fortis Capital Advisors
Kansas
$10.3K +$9.98K +138 New
WTA
1316
Washington Trust Advisors
Massachusetts
$9.83K
KIA
1317
Kraematon Investment Advisors
Massachusetts
$9.83K +$9.55K +132 New
RWM
1318
Raffa Wealth Management
District of Columbia
$9.76K +$2.03K +28 +27%
IFAM
1319
Institutional & Family Asset Management
Colorado
$9.54K -$579 -8 -6%
FSWA
1320
Financial Synergies Wealth Advisors
Texas
$9.31K
SC
1321
Steph & Co
Wisconsin
$9K
AWM
1322
Avior Wealth Management
Nebraska
$8.86K -$217 -3 -2%
ZB
1323
Zions Bancorporation
Utah
$8.86K
SIM
1324
Studio Investment Management
Illinois
$8.12K -$1.99M -27,461 -100%
KIG
1325
Kessler Investment Group
Indiana
$8K