We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
926
Advisornet Financial
Minnesota
$806K +$133K +875 +19%
LBD
927
Landsberg Bennett & Dubbaneh
Florida
$804K -$21.3K -140 -3%
SFI
928
SPC Financial Inc
Maryland
$800K – – –
1WA
929
180 Wealth Advisors
Washington
$796K +$45.4K +299 +6%
APA
930
American Portfolios Advisors
New York
$793K -$1.23M -8,068 -60%
AW
931
ACG Wealth
Georgia
$788K -$165K -1,086 -17%
SWMG
932
Strategic Wealth Management Group
Maryland
$787K -$26.6K -175 -3%
VAS
933
Vestmark Advisory Solutions
Massachusetts
$784K -$116K -764 -13%
MWM
934
Meridian Wealth Management
Kentucky
$780K -$2.81M -18,489 -78%
OAM
935
Occidental Asset Management
California
$780K +$799K +5,258 New
FBT
936
First Bank & Trust
South Dakota
$775K -$8.36K -55 -1%
BWM
937
Buckley Wealth Management
Nevada
$774K +$56.2K +370 +8%
BWM
938
BigSur Wealth Management
Florida
$772K – – –
GH
939
GAM Holding
Switzerland
$769K +$788K +5,185 New
RAM
940
Redmond Asset Management
Virginia
$760K -$4.1K -27 -0.5%
ATC
941
Argent Trust Co
Tennessee
$760K +$106K +696 +16%
WSFS
942
Wilmington Savings Fund Society
Delaware
$760K +$200K +1,314 +35%
SAM
943
Sompo Asset Management
Japan
$760K +$330K +2,170 +74%
LB
944
Legacy Bridge
Iowa
$757K +$12.5K +82 +2%
HAG
945
HighPoint Advisor Group
Illinois
$756K -$469K -3,084 -40%
BCWM
946
Blue Chip Wealth Management
Florida
$756K -$34.2K -225 -4%
BEC
947
Blue Edge Capital
Virginia
$754K – – –
AAP
948
Ardsley Advisory Partners
Connecticut
$742K +$760K +5,000 New
CCM
949
Compton Capital Management
Rhode Island
$721K -$10.6K -70 -1%
SFSIG
950
San Francisco Sentry Investment Group
California
$714K -$9.27K -61 -1%
36 37
38
39 40