We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AM
1801
Atwater Malick
Pennsylvania
$404K – – –
PA
1802
Probity Advisors
Texas
$404K +$59K +305 +18%
EFG
1803
Elm3 Financial Group
Georgia
$404K +$396K +2,044 New
AFA
1804
AA Financial Advisors
Ohio
$403K +$194 +1 +0%
AWM
1805
Accel Wealth Management
Iowa
$402K +$9.48K +49 +2%
VWA
1806
Visionary Wealth Advisors
Illinois
$402K +$45.3K +234 +13%
CPWA
1807
Cerro Pacific Wealth Advisors
California
$402K +$98.5K +509 +28%
SWM
1808
Silverlake Wealth Management
Vermont
$400K -$83.6K -432 -18%
AI
1809
Accredited Investors
Minnesota
$400K +$4.06K +21 +1%
PWA
1810
Physician Wealth Advisors
Utah
$399K -$90.6K -468 -19%
PIN
1811
Prudent Investors Network
California
$398K +$390K +2,015 New
GA
1812
Goldstein Advisors
Wisconsin
$397K +$56.1K +290 +17%
NF
1813
Nikulski Financial
Iowa
$396K – – –
DFG
1814
Demars Financial Group
Washington
$395K +$387K +2,000 New
BPW
1815
Bingham Private Wealth
California
$394K +$386K +1,994 New
CCA
1816
Cottonwood Capital Advisors
Utah
$393K -$43.9K -227 -10%
HWP
1817
Heritage Wealth Partners
Ohio
$393K +$8.13K +42 +2%
ABTD
1818
Arvest Bank Trust Division
Oklahoma
$392K -$387 -2 -0.1%
TBT
1819
Texas Bank & Trust
Texas
$392K +$384K +1,986 New
MCM
1820
Monarch Capital Management
Indiana
$391K – – –
TH
1821
TCTC Holdings
Texas
$390K +$17.6K +91 +5%
WMWM
1822
Whitaker-Myers Wealth Managers
Ohio
$389K +$381K +1,968 New
CWS
1823
Cypress Wealth Services
California
$388K +$38.9K +201 +11%
CGA
1824
Crescent Grove Advisors
Illinois
$387K -$34.4K -178 -8%
BCM
1825
Becker Capital Management
Oregon
$387K +$2.9K +15 +0.8%