We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
2726
Evergreen Private Wealth
Colorado
$108K +$2.94K +11 +3%
PWA
2727
Provenance Wealth Advisors
Florida
$106K +$66K +247 +175%
PWMG
2728
Private Wealth Management Group
New Jersey
$105K +$1.87K +7 +2%
CPG
2729
Cornerstone Planning Group
New Jersey
$104K -$65.2K -244 -37%
BBPWM
2730
Blue Bell Private Wealth Management
Pennsylvania
$104K +$15.8K +59 +18%
AWM
2731
Activest Wealth Management
Florida
$104K -$92.2K -345 -47%
FIM
2732
FWL Investment Management
Texas
$104K -$11.2K -42 -10%
FDW
2733
Fourth Dimension Wealth
Ohio
$103K -$29.1K -109 -22%
SWIM
2734
Smallwood Wealth Investment Management
New Jersey
$100K – – –
BL
2735
BFSG LLC
California
$98.7K -$919K -3,436 -90%
WSC
2736
Wellington Shields & Co
New York
$98.4K -$130K -485 -57%
BGAI
2737
Bruce G. Allen Investments
Colorado
$98.4K +$40.1K +150 +71%
PWA
2738
Physician Wealth Advisors
Utah
$97.6K +$24.1K +90 +34%
CWM
2739
Consultiva Wealth Management
Puerto Rico
$95.7K – – –
FPB
2740
First PREMIER Bank
South Dakota
$95K +$22.7K +85 +32%
CAM
2741
Creekmur Asset Management
Illinois
$90.8K +$29.7K +111 +50%
SAM
2742
Sherman Asset Management
California
$90.8K – – –
NEWAS
2743
N.E.W. Advisory Services
Wisconsin
$90.4K +$39.8K +149 +82%
ECM
2744
Estabrook Capital Management
New York
$90.3K – – –
VC
2745
Vestor Capital
Illinois
$90K +$350K +1,310 +170%
LFASL
2746
Lugano Financial Advisors SA (LFA)
Switzerland
$90K +$42.2K +158 +92%
FP
2747
Financial Perspectives
Minnesota
$89.3K – – –
RTL
2748
Red Tortoise LLC
Georgia
$87.7K +$56.9K +213 +195%
AAG
2749
Armstrong Advisory Group
Massachusetts
$87K -$6.42K -24 -7%
RFG
2750
REAP Financial Group
Texas
$85.6K +$31.5K +118 +60%
108 109
110
111 112