We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
CNBTD
1926
Citizens National Bank Trust Department
Mississippi
$521K -$28.2K -700 -5%
TCM
1927
Tributary Capital Management
Nebraska
$520K -$8.07K -200 -2%
IWA
1928
Invera Wealth Advisors
Oregon
$519K +$235K +5,814 +82%
PGF
1929
Plan Group Financial
Oklahoma
$518K +$498K +12,336 New
BCFD
1930
Boit C.F. David
$517K
SJIM
1931
St. Johns Investment Management
Florida
$517K +$29.2K +724 +6%
SIS
1932
Sound Income Strategies
Florida
$517K -$20.9K -518 -4%
BHIA
1933
Birch Hill Investment Advisors
Massachusetts
$517K -$21.3K -528 -4%
FPWM
1934
FSB Premier Wealth Management
Iowa
$516K +$3.02K +75 +0.6%
I2I
1935
Insight 2811 Inc
Illinois
$516K +$8.07K +200 +2%
AWS
1936
Aspen Wealth Strategies
Colorado
$516K +$85.8K +2,128 +21%
FI
1937
Financial Insights
Washington
$515K -$53.6K -1,329 -10%
NRG
1938
Nemes Rush Group
Michigan
$514K -$23.2K -575 -4%
MAG
1939
MRA Advisory Group
New Jersey
$514K +$99.8K +2,473 +25%
APW
1940
Aurora Private Wealth
New Jersey
$513K -$11.3K -280 -2%
RB
1941
Renasant Bank
Mississippi
$513K -$113K -2,813 -19%
CCG
1942
Catalina Capital Group
California
$511K +$492K +12,189 New
PWM
1943
PBMares Wealth Management
Virginia
$511K -$16.6K -411 -3%
PAG
1944
Powers Advisory Group
Illinois
$511K +$25.5K +632 +5%
CGA
1945
Crescent Grove Advisors
Illinois
$510K +$29.9K +741 +6%
9WM
1946
9258 Wealth Management
Ohio
$507K +$103K +2,561 +27%
SMWM
1947
Silvia McColl Wealth Management
California
$507K -$20K -495 -4%
SCI
1948
Silver Coast Investments
United States
$506K -$13.3K -330 -3%
CFG
1949
Cooper Financial Group
California
$506K +$18.2K +452 +4%
CA
1950
Cresta Advisors
Texas
$505K +$766 +19 +0.2%