We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
2626
REAP Financial Group
Texas
$56.2K -$19.4K -77 -25%
EWP
2627
Elevation Wealth Partners
California
$55.2K +$17.1K +68 +41%
CTA
2628
Colonial Trust Advisors
South Carolina
$54.8K -$12.9K -51 -18%
CAM
2629
Creekmur Asset Management
Illinois
$54.7K -$25.7K -102 -31%
CFS
2630
CGC Financial Services
Oregon
$52.9K – – –
PPA
2631
Pilgrim Partners Asia
Singapore
$52.1K +$55.5K +220 New
RWM
2632
RMG Wealth Management
Wisconsin
$52K – – –
NWMP
2633
Noble Wealth Management PBC
Colorado
$51.7K +$55K +218 New
PWA
2634
Provenance Wealth Advisors
Florida
$51.4K -$43.1K -171 -44%
DAM
2635
Delta Asset Management
Tennessee
$51.4K – – –
MIM
2636
MTM Investment Management
South Carolina
$51K – – –
PCFFS
2637
Pacific Center for Financial Services
California
$50K -$5.04K -20 -9%
TFA
2638
Transamerica Financial Advisors
Florida
$50K +$37.3K +148 +235%
PMFA
2639
Plante Moran Financial Advisors
Michigan
$49.8K +$5.3K +21 +11%
T
2640
Tidemark
California
$49.8K +$1.51K +6 +3%
HHMI
2641
Howard Hughes Medical Institute
Maryland
$48.8K – – –
ME
2642
McIlrath & Eck
Washington
$48.6K -$3.53K -14 -6%
POIA
2643
Pin Oak Investment Advisors
Texas
$48K +$8.83K +35 +21%
SC
2644
Swan Capital
Florida
$47.9K -$757 -3 -1%
HFM
2645
Hartford Financial Management
Connecticut
$47.9K – – –
FNWA
2646
Financial Network Wealth Advisors
Utah
$46.7K +$8.07K +32 +19%
BTC
2647
Bank & Trust Company
Illinois
$45K – – –
SIC
2648
SJS Investment Consulting
Ohio
$44.6K +$37.8K +150 +395%
CWM
2649
Cedar Wealth Management
California
$44.3K – – –
WAM
2650
WFA Asset Management
Wisconsin
$43.4K – – –
104 105
106
107 108