We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
VP
2726
Verum Partners
North Carolina
$232K +$222K +695 New
SC
2727
Stance Capital
Massachusetts
$232K +$222K +695 New
JBA
2728
Johnson Bixby & Associates
Washington
$232K +$221K +694 New
RWM
2729
RKL Wealth Management
Pennsylvania
$232K +$221K +693 New
TWM
2730
Tanager Wealth Management
United Kingdom
$231K +$220K +690 New
CCM
2731
Chiron Capital Management
Florida
$231K +$220K +690 New
RIM
2732
Rockbridge Investment Management
New York
$231K +$220K +690 New
GP
2733
Guardian Partners
Canada
$230K +$225K +705 New
CMS
2734
Capital Market Strategies
Florida
$230K +$219K +687 New
EPA
2735
Element Pointe Advisors
Florida
$230K +$219K +687 New
TFF
2736
The Family Firm
Maryland
$230K +$219K +686 New
GAM
2737
Griffin Asset Management
New York
$229K +$219K +686 New
TCWM
2738
Total Clarity Wealth Management
Illinois
$229K +$219K +686 New
TFG
2739
Taylor Financial Group
Virginia
$229K +$219K +685 New
VIA
2740
Victrix Investment Advisors
Florida
$228K +$218K +683 New
ABC
2741
Associated Banc-Corp
Wisconsin
$228K +$217K +681 New
AA
2742
Acorns Advisers
California
$227K +$217K +680 New
CWM
2743
Cherrydale Wealth Management
New Jersey
$227K +$216K +678 New
WJA
2744
Willis Johnson & Associates
Texas
$227K -$207K -649 -49%
KFA
2745
Kelleher Financial Advisors
New York
$226K +$216K +677 New
MSRI
2746
Michael S. Ryan Inc
New York
$226K +$216K +677 New
CC
2747
Centiva Capital
New York
$226K -$465K -1,458 -68%
BFO
2748
Biltmore Family Office
North Carolina
$226K -$22K -69 -9%
RCM
2749
RNC Capital Management
California
$225K +$215K +673 New
HAC
2750
Harbor Advisory Corp
New Hampshire
$224K +$214K +671 New
108 109
110
111 112