We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GEM
2701
Global Endowment Management
North Carolina
– -$250K -1,339 Closed
IF
2702
Intrua Financial
Texas
– -$249K -1,333 Closed
AWM
2703
Atticus Wealth Management
Florida
– -$249K -1,332 Closed
GRR
2704
Golden Reserve Retirement
Ohio
– -$248K -1,331 Closed
GWMIA
2705
Global Wealth Management Investment Advisory
Florida
– -$248K -1,327 Closed
RA
2706
Riversedge Advisors
Delaware
– -$247K -1,325 Closed
FGC
2707
First Growth Capital
Maryland
– -$247K -1,324 Closed
DIM
2708
Delta Investment Management
California
– -$246K -1,320 Closed
BWA
2709
Bestgate Wealth Advisors
Maryland
– -$244K -1,308 Closed
FMN
2710
Financial Management Network
California
– -$223K -1,304 Closed
TWM
2711
Trueblood Wealth Management
Ohio
– -$243K -1,304 Closed
RWM
2712
Rockline Wealth Management
New York
– -$241K -1,290 Closed
GCP
2713
GSA Capital Partners
United Kingdom
– -$240K -1,287 Closed
SSG
2714
Summit Securities Group
New York
– -$240K -1,284 Closed
LWM
2715
LeConte Wealth Management
Tennessee
– -$239K -1,279 Closed
DOA
2716
D'Orazio & Associates
Virginia
– -$239K -1,278 Closed
HIC
2717
Holderness Investments Company
North Carolina
– -$238K -1,274 Closed
EFG
2718
Ethos Financial Group
Pennsylvania
– -$237K -1,272 Closed
SWM
2719
Shrier Wealth Management
California
– -$237K -1,271 Closed
SCM
2720
Sitrin Capital Management
California
– -$236K -1,266 Closed
GCA
2721
Gradient Capital Advisors
California
– -$236K -1,264 Closed
MCA
2722
MSH Capital Advisors
Arizona
– -$236K -1,263 Closed
IJWM
2723
Inman Jager Wealth Management
Mississippi
– -$235K -1,257 Closed
B
2724
Bellecapital
Switzerland
– -$234K -1,253 Closed
IWS
2725
Intentional Wealth Strategies
Colorado
– -$234K -1,253 Closed
107 108
109
110 111