We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1301
Clearstead Advisors
Ohio
$289K +$35.3K +370 +15%
TFA
1302
Teamwork Financial Advisors
Texas
$287K -$43.6K -457 -14%
PFPT
1303
Pinnacle Financial Partners (Tennessee)
Tennessee
$287K +$263K +2,762 New
FRA
1304
Frank Rimerman Advisors
California
$286K – – –
IP
1305
Investment Partners
Ohio
$285K +$95 +1 +0%
RP
1306
Riverbridge Partners
Minnesota
$285K +$261K +2,736 New
TCOTS
1307
Trust Company of the South
North Carolina
$283K +$260K +2,723 New
CL
1308
Choreo LLC
Illinois
$283K +$95 +1 +0%
FNBOH
1309
First National Bank of Hutchinson
Kansas
$283K -$68.5K -718 -21%
BWP
1310
Barlow Wealth Partners
Kentucky
$281K +$258K +2,706 New
WAP
1311
Wealthcare Advisory Partners
Pennsylvania
$281K +$19.2K +201 +8%
OIA
1312
Optimum Investment Advisors
Illinois
$281K +$134K +1,400 +108%
CIA
1313
Capital Investment Advisors
Georgia
$279K +$36.6K +384 +17%
CIA
1314
Concurrent Investment Advisors
Florida
$279K +$256K +2,687 New
FB
1315
Fulton Bank
Pennsylvania
$279K +$3.34K +35 +1%
MCA
1316
Millennium Capital Advisors
Arkansas
$279K -$23.8K -250 -9%
BCM
1317
Becker Capital Management
Oregon
$278K -$7.63K -80 -3%
CWS
1318
Confluence Wealth Services
Pennsylvania
$277K -$1.91K -20 -0.7%
TF
1319
Trek Financial
Arizona
$277K -$17.9K -188 -7%
WAS
1320
Wealth Advisory Solutions
Indiana
$276K -$253K -2,652 -50%
FWM
1321
FMB Wealth Management
California
$274K – – –
QWP
1322
Quotient Wealth Partners
Texas
$273K +$251K +2,629 New
SCA
1323
Stonebridge Capital Advisors
Minnesota
$273K – – –
1WM
1324
1900 Wealth Management
Texas
$273K – – –
TAM
1325
Tucker Asset Management
Colorado
$272K +$250K +2,620 New