We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
2601
Patton Fund Management
Texas
$224K +$219K +821 New
SWM
2602
Sagace Wealth Management
Florida
$224K +$219K +820 New
CGF
2603
Constant Guidance Financial
Massachusetts
$224K +$219K +820 New
HB
2604
Horizon Bancorp
Indiana
$223K -$17.4K -65 -7%
SN
2605
Sittner & Nelson
Oregon
$223K +$26.7K +100 +14%
BWM
2606
Blossom Wealth Management
California
$222K +$3.21K +12 +1%
NCTC
2607
New Covenant Trust Company
Indiana
$222K – – –
AZ
2608
Alpha Zero
Florida
$221K +$12.6K +47 +6%
BPC
2609
Bearing Point Capital
Minnesota
$221K +$216K +809 New
CAI
2610
Capital Advisors Inc
Oklahoma
$220K -$17.6K -66 -8%
OFO
2611
OneAscent Family Office
Alabama
$220K -$4.28K -16 -2%
SIA
2612
SkyView Investment Advisors
New Jersey
$220K +$215K +806 New
IIM
2613
InTrack Investment Management
Vermont
$220K -$625K -2,339 -74%
EFL
2614
ERn Financial LLC
Wisconsin
$219K +$1.34K +5 +0.6%
BW
2615
Blalock Williams
Alabama
$219K -$24.6K -92 -10%
CCMW
2616
Cypress Capital Management (Wyoming)
Wyoming
$218K – – –
AWF
2617
Alpha Wealth Funds
Utah
$218K +$214K +800 New
CIA
2618
Cladis Investment Advisory
Montana
$218K – – –
SWM
2619
SilverOak Wealth Management
Minnesota
$218K +$214K +800 New
RWA
2620
Redhawk Wealth Advisors
Minnesota
$218K -$3.74K -14 -2%
VCP
2621
Verus Capital Partners
Arizona
$218K -$24.6K -92 -10%
WCM
2622
Wellington Capital Management
Maryland
$218K +$214K +799 New
PWA
2623
Prairie Wealth Advisors
Nebraska
$218K +$2.67K +10 +1%
RRA
2624
Round Rock Advisors
Connecticut
$218K -$4.54K -17 -2%
AIM
2625
Alhambra Investment Management
Florida
$217K +$213K +796 New
103 104
105
106 107