We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
GT
851
Glenview Trust
Kentucky
$376K
KWM
852
Kingsview Wealth Management
Oregon
$376K +$352K +2,756 New
FC
853
Ferris Capital
Massachusetts
$374K -$19.1K -150 -5%
EDRH
854
Edmond de Rothschild Holding
Switzerland
$374K +$210K +1,647 +151%
IUHSA
855
Itau Unibanco Holding S.A.
Brazil
$374K +$331K +2,598 +1,655%
ClearBridge Investments
856
ClearBridge Investments
New York
$371K +$34.1K +267 +11%
MWM
857
Mission Wealth Management
California
$366K +$342K +2,681 New
CFA
858
Cahill Financial Advisors
Minnesota
$362K +$12.8K +100 +4%
S
859
SignatureFD
Georgia
$362K +$126K +985 +59%
NDSI
860
Newman Dignan & Sheerar Inc
Rhode Island
$356K +$333K +2,607 New
CL
861
Choreo LLC
Illinois
$354K -$66.2K -519 -17%
GTAM
862
Global Trust Asset Management
Florida
$352K -$261K -2,045 -44%
APP
863
Avantax Planning Partners
Iowa
$350K -$33.7K -264 -9%
DC
864
Davenport & Co
Virginia
$347K +$325K +2,546 New
ATFA
865
All Terrain Financial Advisors
Minnesota
$341K -$115K -900 -26%
AHB
866
Abner Herrman & Brock
New Jersey
$339K
CPIA
867
Cornell Pochily Investment Advisors
New York
$333K +$59.7K +468 +24%
PFPT
868
Pinnacle Financial Partners (Tennessee)
Tennessee
$333K +$311K +2,438 New
QCIG
869
Quad-Cities Investment Group
Iowa
$332K
CAG
870
Crestwood Advisors Group
Massachusetts
$332K +$7.02K +55 +2%
AP
871
Appleton Partners
Massachusetts
$330K +$44.9K +352 +17%
MA
872
Mutual Advisors
Nebraska
$329K +$39.3K +308 +15%
IAA
873
Independent Advisor Alliance
North Carolina
$329K +$57K +447 +22%
FMT
874
First Mercantile Trust
Tennessee
$322K +$116K +906 +62%
AIM
875
Assured Investment Management
New York
$321K -$9.62M -75,431 -97%