We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
976
Geneos Wealth Management
Colorado
$3.26M -$370K -1,634 -12%
EWM
977
Executive Wealth Management
Michigan
$3.24M +$56.1K +248 +2%
GBT
978
Grove Bank & Trust
Florida
$3.22M +$112K +493 +4%
LS
979
Livforsakringsbolaget Skandia
Sweden
$3.22M +$177K +782 +7%
GCM
980
Glynn Capital Management
California
$3.21M – – –
MA
981
Modus Advisors
Minnesota
$3.2M +$58.8K +260 +2%
CWMU
982
Caliber Wealth Management (Utah)
Utah
$3.2M +$25.3K +112 +0.9%
EBT
983
Enterprise Bank & Trust
Massachusetts
$3.19M +$9.96K +44 +0.4%
PS
984
Principal Securities
Iowa
$3.19M +$2.75M +12,130 New
CA
985
CGN Advisors
Kansas
$3.19M -$79.9K -353 -3%
SF
986
Symphony Financial
Texas
$3.19M -$631K -2,790 -19%
RC
987
Roundview Capital
New Jersey
$3.18M -$438K -1,934 -14%
NS
988
NBC Securities
Alabama
$3.17M +$6.79K +30 +0.2%
CT
989
Clearstead Trust
Maine
$3.13M +$447K +1,976 +20%
SWM
990
SeaCrest Wealth Management
New York
$3.12M -$29.4K -130 -1%
HFRG
991
Houlihan Financial Resource Group
Virginia
$3.12M +$67K +296 +3%
CCM
992
Canal Capital Management
Virginia
$3.11M +$272K +1,204 +11%
KA
993
Kovack Advisors
Florida
$3.11M +$61.3K +271 +2%
NL
994
NVWM LLC
Pennsylvania
$3.09M -$10.9K -48 -0.4%
QI
995
Qtron Investments
Massachusetts
$3.09M – – –
CGL
996
Clarius Group LLC
Washington
$3.06M -$221K -977 -8%
WIM
997
Waverton Investment Management
United Kingdom
$3.05M – – –
PVH
998
Psagot Value Holdings
Israel
$3.05M +$487K +2,150 +23%
WA
999
Wealth Alliance
New York
$3.04M -$178K -788 -6%
APGDR
1000
Absoluto Partners Gestao de Recursos
Brazil
$3.04M +$765K +3,379 +41%
38 39
40
41 42