We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
SRCM
2526
Signature Resources Capital Management
California
$25K – – –
MHR
2527
Matthew Hamilton Rosenberg
$24.1K -$26.8K -100 -52%
AW
2528
Avion Wealth
Texas
$24K +$8.83K +33 +52%
SC
2529
Steph & Co
Wisconsin
$23.9K -$15.3K -57 -38%
NI
2530
NCP Inc
California
$23.4K +$10.7K +40 +78%
Cohen & Steers
2531
Cohen & Steers
New York
$23K – – –
ICM
2532
Islay Capital Management
Texas
$21.9K +$22.7K +85 New
BGAI
2533
Bruce G. Allen Investments
Colorado
$20.8K +$3.48K +13 +19%
PO
2534
Private Ocean
California
$20.6K -$3.21K -12 -13%
VWA
2535
Valued Wealth Advisors
Utah
$20.6K +$1.61K +6 +8%
VWM
2536
Valley Wealth Managers
New Jersey
$20.6K +$21.4K +80 New
DMKJ
2537
David M. Knott Jr
$20K – – –
WAG
2538
Wiser Advisor Group
Arizona
$19.8K +$268 +1 +1%
SWM
2539
Sugarloaf Wealth Management
Georgia
$19.5K – – –
PA
2540
Pineridge Advisors
Missouri
$19.3K -$1.34K -5 -6%
BAM
2541
Bellevue Asset Management
Washington
$18K – – –
VAMG
2542
Voisard Asset Management Group
Michigan
$17.7K – – –
CAM
2543
Costello Asset Management
Pennsylvania
$17.7K – – –
FWA
2544
FSC Wealth Advisors
New York
$17.5K – – –
OLVIG
2545
Oliver Lagore Vanvalin Investment Group
Michigan
$17.2K – – –
KFS
2546
Kelly Financial Services
Massachusetts
$17.2K -$5.89K -22 -25%
FDCP
2547
Foster Dykema Cabot & Partners
Massachusetts
$16.7K -$803 -3 -4%
PG
2548
Proffitt & Goodson
Tennessee
$16.5K +$17.1K +64 New
TIM
2549
Tortoise Investment Management
New York
$16.2K -$45K -168 -73%
LFA
2550
LGT Financial Advisors
Texas
$16.2K +$16.9K +63 New