We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2851
RiverPark Advisors
New York
$24.7K +$28.6K +92 New
NI
2852
NCP Inc
California
$24.4K – – –
CFS
2853
Compass Financial Services
Iowa
$23.9K – – –
TCM
2854
Tradewinds Capital Management
Washington
$23.9K – – –
PC
2855
Promus Capital
Illinois
$23.1K – – –
DPW
2856
DiNuzzo Private Wealth
Pennsylvania
$23.1K +$622 +2 +2%
ICM
2857
Islay Capital Management
Texas
$22.8K – – –
SC
2858
Steph & Co
Wisconsin
$22.5K +$6.53K +21 +33%
LWMI
2859
Legacy Wealth Management (Idaho)
Idaho
$22K – – –
AWM
2860
Accredited Wealth Management
Kentucky
$21.5K – – –
WAG
2861
Wiser Advisor Group
Arizona
$20.8K – – –
DMKJ
2862
David M. Knott Jr
$20.7K – – –
CI
2863
Clal Insurance
Israel
$20K +$14.6K +47 +181%
VWA
2864
Valued Wealth Advisors
Utah
$19.6K +$622 +2 +3%
Q1WB
2865
Quest 10 Wealth Builders
Virginia
$18.9K -$7.15K -23 -24%
SIM
2866
Synergy Investment Management
Florida
$18.8K +$15.6K +50 +250%
BAM
2867
Bellevue Asset Management
Washington
$18.8K – – –
DI
2868
DAGCO Inc
Ohio
$18.2K +$21.1K +68 New
BA
2869
Bellwether Advisors
Nebraska
$16.4K – – –
TVWM
2870
Tower View Wealth Management
Wisconsin
$16.2K -$62.5K -201 -77%
MBFW
2871
Morton Brown Family Wealth
Pennsylvania
$16.1K +$5.6K +18 +43%
CCM
2872
Cloud Capital Management
Washington
$16K +$18.7K +60 New
PP
2873
PFS Partners
New Jersey
$15.7K – – –
MAS
2874
MPWM Advisory Solutions
Georgia
$15.3K – – –
TWD
2875
True Wealth Design
Ohio
$14.9K +$9.02K +29 +107%
113 114
115
116 117