We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
2651
Exchange Bank
California
$208K – – –
CFA
2652
Cahill Financial Advisors
Minnesota
$208K -$17.4K -65 -8%
TA
2653
TruWealth Advisors
Louisiana
$208K +$204K +763 New
UWM
2654
USAdvisors Wealth Management
Minnesota
$208K -$109K -408 -35%
WN
2655
Williams & Novak
California
$207K +$203K +760 New
RCM
2656
Raleigh Capital Management
North Carolina
$207K -$312K -1,166 -61%
TCM
2657
Tufton Capital Management
Maryland
$207K -$4.01K -15 -2%
SA
2658
Strategic Advocates
Utah
$207K +$202K +757 New
TFA
2659
Tranquilli Financial Advisor
New Jersey
$206K +$202K +756 New
GKIM
2660
GW&K Investment Management
Massachusetts
$206K +$52.7K +197 +35%
AFG
2661
ABLE Financial Group
Arizona
$206K +$202K +755 New
T
2662
Transce3nd
Texas
$206K -$62K -232 -24%
SLT
2663
St Louis Trust
Missouri
$205K – – –
CCM
2664
Chiron Capital Management
Florida
$205K +$201K +753 New
DG
2665
DMC Group
Alabama
$205K +$201K +752 New
OFW
2666
Omnia Family Wealth
Florida
$205K -$106K -396 -35%
IA
2667
Intellus Advisors
Florida
$205K – – –
AWM
2668
Abound Wealth Management
Tennessee
$204K -$3.21K -12 -2%
GA
2669
GoalVest Advisory
New York
$204K +$21.9K +82 +12%
GIA
2670
Guyasuta Investment Advisors
Pennsylvania
$204K +$200K +749 New
WDL
2671
Well Done LLC
Michigan
$203K -$81.3K -304 -29%
GWM
2672
GSB Wealth Management
Connecticut
$203K +$199K +746 New
USWIA
2673
UP Strategic Wealth Investment Advisors
Pennsylvania
$203K +$199K +745 New
GSIS
2674
Global Strategic Investment Solutions
Arizona
$203K +$199K +744 New
NIP
2675
Nicholas Investment Partners
California
$203K +$199K +743 New
105 106
107
108 109