We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
776
Morningstar Investment Management
Illinois
$7.13M -$3.6M -14,471 -35%
NCL
777
Nishkama Capital LLC
Puerto Rico
$7.09M +$6.66M +26,780 New
NIM
778
Niles Investment Management
Florida
$7.04M +$6.61M +26,591 New
SWA
779
SFMG Wealth Advisors
Texas
$6.96M +$321K +1,291 +5%
DRS
780
Deane Retirement Strategies
Louisiana
$6.95M +$1.68M +6,748 +35%
LSA
781
Leonteq Securities AG
Switzerland
$6.94M -$55.6M -223,551 -90%
MWM
782
Modera Wealth Management
New Jersey
$6.92M -$401K -1,614 -6%
SL
783
Siren LLC
Connecticut
$6.91M -$994K -4,000 -13%
NRS
784
Neville Rodie & Shaw
New York
$6.9M -$4.42M -17,803 -41%
JFG
785
Jefferies Financial Group
New York
$6.9M +$3.97M +15,990 +159%
GAAM
786
Guinness Atkinson Asset Management
California
$6.88M +$1.36M +5,459 +27%
DJSG
787
D.J. St. Germain
Massachusetts
$6.87M -$66.1K -266 -1%
SAM
788
Securian Asset Management
Minnesota
$6.86M -$5.04M -20,282 -44%
CA
789
Continuum Advisory
Idaho
$6.85M +$899K +3,619 +16%
ACM
790
Aquatic Capital Management
Illinois
$6.83M -$37M -149,008 -85%
MSA
791
MUFG Securities Americas
New York
$6.79M -$33.1K -133 -0.5%
RDWM
792
Red Door Wealth Management
Tennessee
$6.79M -$178K -716 -3%
ECM
793
Everence Capital Management
Indiana
$6.74M +$3.03M +12,179 +92%
CCM
794
Cohen Capital Management
California
$6.73M +$7.46K +30 +0.1%
CFG
795
Citizens Financial Group
Rhode Island
$6.73M -$8.05M -32,382 -56%
CYG
796
Clean Yield Group
Vermont
$6.7M +$19.9K +80 +0.3%
BWP
797
Burling Wealth Partners
Illinois
$6.69M +$387K +1,557 +7%
GRP
798
Global Retirement Partners
California
$6.68M +$1.4M +5,616 +29%
EPIM
799
Evelyn Partners Investment Management
$6.67M -$88K -354 -1%
SC
800
SummitTX Capital
Texas
$6.66M -$511K -2,057 -8%
30 31
32
33 34