We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
2826
Total Clarity Wealth Management
Illinois
– -$245K -815 Closed
CWM
2827
Circle Wealth Management
New Jersey
– -$244K -810 Closed
RF
2828
RHS Financial
California
– -$243K -808 Closed
EA
2829
Echo45 Advisors
California
– -$242K -804 Closed
LAM
2830
Lifestyle Asset Management
Texas
– -$236K -784 Closed
Fiera Capital (Canada)
2831
Fiera Capital (Canada)
Quebec, Canada
– -$236K -783 Closed
MFS
2832
Madrona Financial Services
Washington
– -$236K -782 Closed
RP
2833
Riverwater Partners
Wisconsin
– -$235K -780 Closed
A
2834
AJOVista
Massachusetts
– -$233K -775 Closed
MBTD
2835
Mechanics Bank - Trust Department
California
– -$230K -765 Closed
MSS
2836
Mitchell Sinkler & Starr
Pennsylvania
– -$230K -765 Closed
SCM
2837
SOL Capital Management
Maryland
– -$230K -764 Closed
EPA
2838
Element Pointe Advisors
Florida
– -$230K -763 Closed
EFG
2839
Ethos Financial Group
Pennsylvania
– -$230K -761 Closed
EB
2840
Exchange Bank
California
– -$229K -759 Closed
PSF
2841
Pacific Sun Financial
California
– -$228K -758 Closed
TCM
2842
Tufton Capital Management
Maryland
– -$228K -758 Closed
KCM
2843
Kathmere Capital Management
Pennsylvania
– -$227K -755 Closed
KI
2844
Kapitalo Investimentos
Brazil
– -$227K -754 Closed
CCWM
2845
Cassaday & Co Wealth Management
Virginia
– -$227K -753 Closed
SLT
2846
St Louis Trust
Missouri
– -$227K -753 Closed
AT
2847
American Trust
Kentucky
– -$223K -740 Closed
PI
2848
Pachira Investments
California
– -$223K -740 Closed
HCC
2849
Hirtle Callaghan & Co
Pennsylvania
– -$221K -735 Closed
CWM
2850
CCG Wealth Management
California
– -$220K -731 Closed