We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2501
Weinberger Asset Management
California
$249K -$9.69K -39 -4%
GFG
2502
Greenberg Financial Group
Arizona
$249K +$233K +939 New
CAM
2503
Congress Asset Management
Massachusetts
$248K -$4.72K -19 -2%
YIM
2504
Yoffe Investment Management
Pennsylvania
$248K – – –
SWMP
2505
Signature Wealth Management Partners
New Jersey
$248K – – –
CAC
2506
Core Alternative Capital
Georgia
$247K +$201K +810 +659%
NG
2507
Novem Group
New York
$247K +$232K +932 New
COFSG
2508
Carbahal Olsen Financial Services Group
California
$246K +$994 +4 +0.4%
MCM
2509
Manchester Capital Management
Vermont
$246K +$4.72K +19 +2%
WSFG
2510
Wall Street Financial Group
Illinois
$246K +$7.95K +32 +4%
CSIC
2511
Clifford Swan Investment Counsel
California
$246K -$25.8K -104 -10%
MBI
2512
May Barnhard Investments
Maryland
$246K – – –
CIA
2513
Cladis Investment Advisory
Montana
$246K +$12.9K +52 +6%
NCTC
2514
New Covenant Trust Company
Indiana
$246K +$24.6K +99 +11%
FGC
2515
First Growth Capital
Maryland
$245K +$329K +1,324 New
CAWM
2516
Capital Advisors Wealth Management
Washington
$245K +$12.7K +51 +6%
FF
2517
Foronjy Financial
California
$245K -$24.4K -98 -10%
TWM
2518
Topsail Wealth Management
North Carolina
$244K -$7.95K -32 -3%
TWP
2519
Tempus Wealth Planning
California
$244K -$25.6K -103 -10%
GA
2520
GoalVest Advisory
New York
$243K +$42K +169 +23%
CA
2521
Cannon Advisors
North Carolina
$243K -$994 -4 -0.4%
NBWM
2522
North Berkeley Wealth Management
California
$243K – – –
CAM
2523
Clark Asset Management
New Hampshire
$243K +$228K +917 New
AWM
2524
Alterna Wealth Management
Texas
$242K +$227K +915 New
HW
2525
Hamilton Wealth
California
$241K +$226K +911 New
99 100
101
102 103