We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
851
First Hawaiian Bank
Hawaii
$3.3M +$171K +838 +6%
CG
852
Caprock Group
Idaho
$3.27M -$91.2K -447 -3%
PWP
853
Private Wealth Partners
California
$3.27M +$401K +1,965 +15%
EP
854
Edgestream Partners
New Jersey
$3.26M +$3.15M +15,425 New
GIP
855
Granite Investment Partners
California
$3.25M -$9.59K -47 -0.3%
AAM
856
Azzad Asset Management
Virginia
$3.25M -$117K -572 -4%
YIA
857
YHB Investment Advisors
Connecticut
$3.23M +$1.57M +7,671 +100%
SBIA
858
Sheaff Brock Investment Advisors
Indiana
$3.22M -$82.1K -402 -3%
AWAU
859
Alliance Wealth Advisors (Utah)
Utah
$3.19M -$751K -3,678 -20%
CNBT
860
Canandaigua National Bank & Trust
New York
$3.18M -$685K -3,355 -18%
NHT
861
New Hampshire Trust
New Hampshire
$3.17M +$55.3K +271 +2%
CAIMH
862
Central Asset Investments & Management Holdings
Hong Kong
$3.16M +$674K +3,300 +28%
NICM
863
Neo Ivy Capital Management
New York
$3.15M +$3.04M +14,892 New
SAM
864
Smithbridge Asset Management
Pennsylvania
$3.14M +$3.04M +14,872 New
MYLI
865
Meiji Yasuda Life Insurance
Japan
$3.13M +$10.2K +50 +0.3%
SF
866
Symphony Financial
Texas
$3.12M -$57.4K -281 -2%
TPW
867
Transatlantique Private Wealth
New York
$3.11M -$11.2K -55 -0.4%
CGL
868
Clarius Group LLC
Washington
$3.11M +$155K +760 +5%
RC
869
Roundview Capital
New Jersey
$3.1M +$82.1K +402 +3%
CG
870
Cutler Group
California
$3.09M -$323K -1,583 -10%
QPWM
871
Quadrant Private Wealth Management
Pennsylvania
$3.08M +$1.43K +7 +0%
NB
872
NBT Bank
New York
$3.06M +$2.45K +12 +0.1%
BHIA
873
Birch Hill Investment Advisors
Massachusetts
$3.04M -$120K -590 -4%
IRAG
874
Investment Research & Advisory Group
Georgia
$3.03M +$79.4K +389 +3%
HIA
875
Harbor Investment Advisory
Maryland
$3.01M +$3.33M +16,335 +112%
33 34
35
36 37