We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
2476
Raleigh Capital Management
North Carolina
$43.2K +$19.5K +94 +68%
LHEI
2477
Leo H. Evart Inc
California
$42.9K +$47.7K +230 New
BONH
2478
Bank of New Hampshire
New Hampshire
$42.7K +$14.3K +69 +43%
EWP
2479
Elevation Wealth Partners
California
$42.6K -$7.46K -36 -14%
T
2480
Tidemark
California
$42.4K +$5.59K +27 +14%
UIA
2481
Ulland Investment Advisors
Minnesota
$42K – – –
AW
2482
Avion Wealth
Texas
$42K +$20.9K +101 +78%
CFS
2483
CGC Financial Services
Oregon
$41.6K – – –
SHIM
2484
Stone House Investment Management
Pennsylvania
$41.1K -$9.32K -45 -17%
PWM
2485
Proathlete Wealth Management
Florida
$40K -$12K -58 -21%
WSA
2486
Wealth Science Advisors
Georgia
$39.7K +$31.1K +150 New
NWMP
2487
Noble Wealth Management PBC
Colorado
$39.4K -$1.45K -7 -3%
SC
2488
Swan Capital
Florida
$38.8K -$414 -2 -1%
MIM
2489
MTM Investment Management
South Carolina
$37.9K – – –
AF
2490
Align Financial
Minnesota
$37.9K -$11.1M -53,574 -100%
ME
2491
McIlrath & Eck
Washington
$37.8K -$414 -2 -1%
NWM
2492
Nova Wealth Management
Florida
$37.3K -$117K -563 -74%
TLFA
2493
True Link Financial Advisors
California
$36.4K +$40.4K +195 New
PWMG
2494
Prestige Wealth Management Group
New Jersey
$35.1K +$2.9K +14 +8%
EF
2495
Entrust Financial
Pennsylvania
$34.2K +$20.9K +101 +123%
GCM
2496
Gables Capital Management
Florida
$33.8K – – –
USB
2497
Union Savings Bank
Connecticut
$33.2K – – –
KPP
2498
Kings Path Partners
Texas
$32.9K – – –
DCM
2499
Disciplina Capital Management
Tennessee
$32.7K – – –
RP
2500
Raelipskie Partnership
Ontario, Canada
$32.7K -$1.08M -5,202 -97%
98 99
100
101 102