We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
926
Hillman Capital Management
Maryland
$2.14M +$475K +2,702 +25%
NSIM
927
North Star Investment Management
Illinois
$2.14M +$1.5M +8,502 +165%
CIA
928
Cohen Investment Advisors
New Hampshire
$2.13M +$81.9K +466 +4%
MMA
929
Miracle Mile Advisors
California
$2.12M -$508K -2,890 -18%
CBA
930
Coastal Bridge Advisors
Connecticut
$2.11M -$42.6K -242 -2%
PI
931
PFG Investments
New York
$2.11M +$394K +2,242 +20%
CWA
932
Canvas Wealth Advisors
Kansas
$2.1M +$2.36M +13,416 New
ZF
933
Zhang Financial
Michigan
$2.1M -$4.22K -24 -0.2%
SIC
934
SFE Investment Counsel
California
$2.09M -$218K -1,240 -8%
AG
935
AlTi Global
New York
$2.09M -$972K -5,526 -29%
RWC
936
Rare Wolf Capital
Washington
$2.09M +$679K +3,859 +41%
CP
937
Cornerstone Planning
North Carolina
$2.08M +$97.6K +555 +4%
LAM
938
LECAP Asset Management
United Kingdom
$2.07M +$2.33M +13,241 New
SGI
939
Summit Global Investments
Utah
$2.07M +$1.2M +6,849 +107%
ANTB
940
AMG National Trust Bank
Colorado
$2.07M +$937K +5,330 +68%
PAM
941
Pegasus Asset Management
New York
$2.06M -$2.07M -11,777 -47%
FGC
942
Financial Gravity Companies
Texas
$2.06M +$2.32M +13,170 New
CWM
943
Chemistry Wealth Management
New York
$2.06M +$890K +5,063 +63%
LFA
944
Legacy Financial Advisors
Kentucky
$2.06M +$307K +1,746 +15%
IIA
945
IPG Investment Advisors
California
$2.05M -$356K -2,025 -13%
CPC
946
CFC Planning Company
Indiana
$2.05M -$115K -652 -5%
MCM
947
Monarch Capital Management
Indiana
$2.04M +$409K +2,325 +22%
FDP
948
Financiere des Professionnels
Quebec, Canada
$2.04M – – –
EAM
949
EdenTree Asset Management
United Kingdom
$2.03M – – –
WAS
950
Winch Advisory Services
Wisconsin
$2.03M +$87K +495 +4%
36 37
38
39 40