We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
2526
Destiny Wealth Partners
Florida
$201K -$24.7K -98 -10%
TCWM
2527
Total Clarity Wealth Management
Illinois
$201K -$19.7K -78 -8%
BAS
2528
Brueske Advisory Services
Washington
$200K +$4.54K +18 +2%
LTI
2529
Laffer Tengler Investments
Tennessee
$200K -$324K -1,286 -60%
CHC
2530
City Holding Co
West Virginia
$190K +$2.52K +10 +1%
HWA
2531
Heritage Wealth Advisors
Virginia
$187K -$13.6K -54 -6%
NWM
2532
Nova Wealth Management
Florida
$186K +$29K +115 +17%
TWM
2533
Tripletail Wealth Management
Florida
$185K -$62.5K -248 -25%
CCMW
2534
Cypress Capital Management (Wyoming)
Wyoming
$184K -$6.3K -25 -3%
PP
2535
Pingora Partners
Wyoming
$181K -$50.4K -200 -21%
SA
2536
Strategic Advocates
Utah
$180K – – –
GA
2537
GoalVest Advisory
New York
$178K – – –
XC
2538
XY Capital
Hong Kong
$172K +$183K +726 New
FRA
2539
Front Row Advisors
California
$171K – – –
SAS
2540
Spurstone Advisory Services
Connecticut
$166K +$145K +575 +460%
MSWM
2541
Mowery & Schoenfeld Wealth Management
Illinois
$165K -$24.2K -96 -12%
DCBT
2542
Dakota Community Bank & Trust
North Dakota
$164K +$13.1K +52 +8%
BC
2543
Bayforest Capital
United Kingdom
$161K +$172K +680 New
BCM
2544
Blume Capital Management
California
$160K – – –
FCAS
2545
First Command Advisory Services
Texas
$160K +$4.29K +17 +3%
HWP
2546
Highline Wealth Partners
California
$156K -$81.5K -323 -33%
HDIM
2547
Hanson & Doremus Investment Management
Vermont
$155K +$11.9K +47 +8%
C
2548
Covestor
United Kingdom
$153K -$15.1K -60 -8%
ABWM
2549
Alpine Bank Wealth Management
Colorado
$148K -$57.3K -227 -27%
OC
2550
Oakworth Capital
Alabama
$147K +$25.7K +102 +20%
100 101
102
103 104