We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
801
Quattro Financial Advisors
Texas
$6.82M -$2.67M -10,000 -29%
SAM
802
SP Asset Management
California
$6.78M +$11.5K +43 +0.2%
CCM
803
Cohen Capital Management
California
$6.78M – – –
SB
804
Strategic Blueprint
Georgia
$6.77M +$267K +1,000 +4%
RDWM
805
Red Door Wealth Management
Tennessee
$6.74M +$647K +2,421 +11%
TPCW
806
TD Private Client Wealth
New York
$6.73M -$2.01M -7,501 -23%
ST
807
Spinnaker Trust
Maine
$6.72M +$44.9K +168 +0.7%
JIC
808
Johnson Investment Counsel
Ohio
$6.69M +$119K +446 +2%
BL
809
BCWM LLC
Kansas
$6.69M -$666K -2,490 -9%
JWCA
810
J.W. Cole Advisors
Florida
$6.69M +$3.35M +12,515 +104%
PWS
811
Peloton Wealth Strategists
Indiana
$6.69M +$282K +1,055 +4%
VSQM
812
V-Square Quantitative Management
Illinois
$6.66M +$67.9K +254 +1%
RWM
813
Revisor Wealth Management
Ohio
$6.66M +$88.8K +332 +1%
PTB
814
Pioneer Trust Bank
Oregon
$6.66M +$33.4K +125 +0.5%
MWM
815
Mission Wealth Management
California
$6.64M -$31.8K -119 -0.5%
CI
816
CX Institutional
Indiana
$6.62M +$4.94M +18,474 +319%
KHLMTHM
817
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.61M +$2.68M +10,037 +71%
GMFG
818
Greater Midwest Financial Group
Minnesota
$6.61M +$739K +2,765 +13%
TC
819
Triavera Capital
California
$6.56M – – –
SPC
820
Sigma Planning Corp
Michigan
$6.55M +$305K +1,141 +5%
BIAS
821
Beacon Investment Advisory Services
New Jersey
$6.54M -$272K -1,019 -4%
IPAM
822
ICICI Prudential Asset Management
India
$6.53M +$4.76M +17,800 +290%
GCM
823
Graham Capital Management
Connecticut
$6.52M +$6.39M +23,916 New
IIM
824
Intact Investment Management
Quebec, Canada
$6.52M -$936K -3,500 -13%
CCMT
825
CMT Capital Markets Trading
Germany
$6.49M +$4.23M +15,825 +198%
31 32
33
34 35