We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BZWA
651
Blue Zone Wealth Advisors
California
$10.2M +$52.7K +212 +0.6%
FMI
652
Factory Mutual Insurance
Massachusetts
$10.1M -$3.35M -13,500 -26%
AAS
653
Annex Advisory Services
Wisconsin
$10.1M -$26.3M -105,947 -74%
IB
654
Iyo Bank
Japan
$10.1M +$3.84M +15,466 +68%
AMI
655
Amica Mutual Insurance
Rhode Island
$10.1M – – –
MAM
656
Mark Asset Management
New York
$10.1M +$9.45M +38,023 New
EI
657
EFG International
$10.1M +$9.45M +38,007 New
JC
658
Jacobs & Co
California
$10.1M +$260K +1,045 +3%
WWA
659
WCG Wealth Advisors
Nevada
$10M +$4.45M +17,899 +89%
ALMGDA
660
AG2R La Mondiale Gestion d'Actifs
France
$10M +$519K +2,088 +6%
MWM
661
Moran Wealth Management
Florida
$10M -$497K -1,999 -5%
ACIM
662
Azimuth Capital Investment Management
Michigan
$10M -$526K -2,118 -5%
MC
663
Moors & Cabot
Massachusetts
$10M -$325K -1,309 -3%
AFG
664
Albion Financial Group
Utah
$9.97M -$2.14M -8,596 -19%
CCM
665
Compass Capital Management
Minnesota
$9.96M -$1.29M -5,172 -12%
SB
666
Simmons Bank
Arkansas
$9.89M +$284K +1,144 +3%
ZDA
667
Zweig-DiMenna Associates
New York
$9.87M – – –
CWM
668
CMH Wealth Management
New Hampshire
$9.87M +$2.51M +10,102 +37%
DWM
669
Dakota Wealth Management
Florida
$9.85M +$951K +3,826 +11%
MOS
670
MGO One Seven
Ohio
$9.85M +$3.35M +13,476 +57%
MPWT
671
MassMutual Private Wealth & Trust
Connecticut
$9.76M -$66.1K -266 -0.7%
CA
672
Callahan Advisors
Texas
$9.71M -$940K -3,782 -9%
BFG
673
Bleakley Financial Group
New Jersey
$9.68M +$328K +1,320 +4%
FFA
674
Farther Finance Advisors
California
$9.66M +$2.63M +10,572 +41%
MK
675
MASTERINVEST Kapitalanlage
$9.66M +$116K +468 +1%
25 26
27
28 29