We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
2551
Legacy Bridge
Iowa
$19.2K – – –
BFP
2552
Birchwood Financial Partners
Minnesota
$19.2K -$207 -1 -1%
RF
2553
Robinswood Financial
Washington
$19.1K – – –
CAM
2554
Chesapeake Asset Management
New York
$18.9K – – –
WSC
2555
Wellington Shields & Co
New York
$18.7K -$33.4K -161 -62%
GWM
2556
Gilpin Wealth Management
Colorado
$18.7K – – –
MCRM
2557
Midway Capital Research & Management
Illinois
$18.7K +$20.7K +100 New
CMA
2558
Cedar Mountain Advisors
Oregon
$18.6K -$4.76K -23 -19%
VWA
2559
Valued Wealth Advisors
Utah
$18.2K +$3.73K +18 +23%
JGIA
2560
Jackson Grant Investment Advisers
Connecticut
$18.1K +$15.5K +75 +341%
LA
2561
LM Advisors
California
$18.1K -$261K -1,259 -27%
CMP
2562
Coston McIsaac & Partners
Maine
$18K – – –
CF
2563
Collier Financial
Colorado
$17.7K +$207 +1 +1%
UFPG
2564
United Financial Planning Group
New York
$17.5K +$4.14K +20 +27%
SIS
2565
Strategic Investment Solutions
Illinois
$17.4K – – –
HHGA
2566
Halbert Hargrove Global Advisors
California
$17.4K -$2.49K -12 -11%
API
2567
Asset Planning Inc
California
$17.4K – – –
GIM
2568
Groesbeck Investment Management
New Jersey
$17K – – –
RCM
2569
Richardson Capital Management
Wisconsin
$16.8K +$9.32K +45 +100%
DPW
2570
DiNuzzo Private Wealth
Pennsylvania
$16.4K -$1.24K -6 -6%
OW
2571
Olistico Wealth
Oklahoma
$16.1K -$181K -875 -91%
CFM
2572
Cornerstone Financial Management
Massachusetts
$16.1K +$1.66K +8 +10%
BBPWM
2573
Blue Bell Private Wealth Management
Pennsylvania
$16.1K +$4.14K +20 +30%
CA
2574
Centerpoint Advisors
Massachusetts
$16K – – –
PK
2575
Pflug Koory
Nebraska
$15.9K – – –
101 102
103
104 105