We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
951
Exencial Wealth Advisors
Oklahoma
$524K – – –
MIM
952
Moseley Investment Management
Florida
$524K +$44.8K +286 +9%
CAW
953
Cornerstone Advisors (Washington)
Washington
$521K +$30.6K +195 +6%
HPC
954
HM Payson & Co
Maine
$520K +$537K +3,426 New
HB
955
Homrich & Berg
Georgia
$519K +$118K +756 +28%
FPA
956
First Pacific Advisors
California
$516K – – –
PCM
957
Penserra Capital Management
California
$512K +$68.6K +438 +15%
CIA
958
CSat Investment Advisory
Michigan
$512K +$527K +3,364 +21,025%
FSA
959
Franklin Street Advisors
North Carolina
$508K +$263K +1,681 +101%
CP
960
Camelot Portfolios
Ohio
$501K -$43.7K -279 -8%
AL
961
Aspiriant LLC
California
$501K -$6.74K -43 -1%
SP
962
SWS Partners
Ohio
$499K +$495K +3,160 New
RFO
963
RiverGlades Family Offices
Florida
$492K +$3.13K +20 +0.6%
AB
964
Atlas Brown
Kentucky
$485K +$4.07K +26 +0.8%
CBU
965
CIBC Bank USA
Illinois
$482K +$47.6K +304 +11%
WI
966
Wintrust Investments
Illinois
$480K +$231K +1,472 +87%
PWP
967
Principle Wealth Partners
Connecticut
$479K +$54.8K +350 +12%
PWMG
968
Prestige Wealth Management Group
New Jersey
$476K -$35.4K -226 -7%
SG
969
StoneX Group
New York
$476K +$111K +708 +29%
GWMIA
970
Global Wealth Management Investment Advisory
Florida
$475K +$13.9K +89 +3%
WT
971
Washington Trust
Rhode Island
$475K +$29K +185 +6%
PGFC
972
Peapack-Gladstone Financial Corp
New Jersey
$470K -$63.3K -404 -12%
PT
973
Plimoth Trust
Massachusetts
$466K +$254K +1,620 +112%
VNA
974
Valley National Advisers
Pennsylvania
$461K +$84.5K +539 +22%
TFS
975
Thoroughbred Financial Services
Tennessee
$460K +$19.6K +125 +4%
37 38
39
40 41