We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobi Capital Management
1626
Jacobi Capital Management
Pennsylvania
$5.62M -$37.6K -117 -0.7%
Sigma Investment Counselors
1627
Sigma Investment Counselors
Michigan
$5.62M -$124K -386 -2%
DI
1628
Diligent Investors
California
$5.61M -$61K -190 -1%
Premier Path Wealth Partners
1629
Premier Path Wealth Partners
New Jersey
$5.59M +$440K +1,369 +9%
AFC
1630
AFT Forsyth & Company
Florida
$5.59M -$308K -960 -6%
CH
1631
Canton Hathaway
Rhode Island
$5.58M -$161K -500 -3%
Rockline Wealth Management
1632
Rockline Wealth Management
New York
$5.57M -$79.6K -248 -2%
FAS Wealth Partners
1633
FAS Wealth Partners
Kansas
$5.56M +$300K +934 +6%
ANB Bank
1634
ANB Bank
Colorado
$5.56M -$149K -464 -3%
Roberts Wealth Advisors
1635
Roberts Wealth Advisors
California
$5.55M +$128K +400 +3%
Grove Bank & Trust
1636
Grove Bank & Trust
Florida
$5.55M -$102K -319 -2%
Great Lakes Retirement
1637
Great Lakes Retirement
Ohio
$5.55M +$76.4K +238 +1%
CRA Financial Services
1638
CRA Financial Services
New Jersey
$5.54M -$22.2K -69 -0.4%
KHCM
1639
Kirtland Hills Capital Management
Ohio
$5.53M +$138K +429 +3%
Magnus Financial Group
1640
Magnus Financial Group
New York
$5.53M +$168K +522 +3%
IMA Advisory Services
1641
IMA Advisory Services
Colorado
$5.53M +$1.35M +4,214 +35%
S-Bank Fund Management
1642
S-Bank Fund Management
Finland
$5.52M -$3.06M -9,518 -37%
Procyon Advisors
1643
Procyon Advisors
Connecticut
$5.52M -$385K -1,198 -7%
Bath Savings Trust
1644
Bath Savings Trust
Maine
$5.51M -$100K -310 -2%
Graham Capital Management
1645
Graham Capital Management
Connecticut
$5.5M -$12.5M -38,969 -71%
Victrix Investment Advisors
1646
Victrix Investment Advisors
Florida
$5.5M +$879K +2,738 +21%
Mine & Arao Wealth Creation & Management
1647
Mine & Arao Wealth Creation & Management
California
$5.49M +$245K +764 +5%
Forum Finance Group
1648
Forum Finance Group
$5.49M +$818K +2,549 +15%
Seneca House Advisors
1649
Seneca House Advisors
Virginia
$5.49M +$1.05M +3,274 +26%
Palumbo Wealth Management
1650
Palumbo Wealth Management
New York
$5.48M -$83.5K -260 -2%