We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1001
AFT Forsyth & Company
Florida
$1.86M -$14.4K -85 -0.9%
WR
1002
WD Rutherford
Oregon
$1.86M -$829K -4,910 -35%
BWM
1003
Baystate Wealth Management
Massachusetts
$1.86M +$352K +2,081 +29%
AWM
1004
Axxcess Wealth Management
California
$1.85M +$395K +2,338 +34%
RWM
1005
Ritholtz Wealth Management
New York
$1.84M +$747K +4,425 +93%
ONSWM
1006
Old North State Wealth Management
North Carolina
$1.83M -$101K -595 -6%
BB
1007
Berkshire Bank
Massachusetts
$1.83M -$120K -710 -7%
OHWP
1008
Oak Harbor Wealth Partners
North Carolina
$1.83M +$172K +1,018 +13%
BB
1009
Bell Bank
North Dakota
$1.82M -$74.8K -443 -5%
PCS
1010
Personal CFO Solutions
New Jersey
$1.81M +$79.2K +469 +5%
PBT
1011
Pictet Bank & Trust
Bahamas
$1.81M +$40.5K +240 +3%
GCM
1012
Geneva Capital Management
Wisconsin
$1.8M -$555K -3,288 -27%
BAM
1013
Beaumont Asset Management
Texas
$1.8M -$819K -4,847 -35%
PA
1014
Procyon Advisors
Connecticut
$1.8M +$60.8K +360 +4%
BSB
1015
Bangor Savings Bank
Maine
$1.78M +$34.8K +206 +2%
PWP
1016
Principle Wealth Partners
Connecticut
$1.78M -$6.76K -40 -0.4%
VCM
1017
Vetamer Capital Management
California
$1.77M +$1.49M +8,842 New
SBH
1018
Segall Bryant & Hamill
Illinois
$1.75M -$75.3K -446 -5%
GI
1019
GS Investments
Minnesota
$1.74M +$177K +1,047 +14%
WI
1020
WrapManager Inc
California
$1.74M +$362K +2,143 +33%
CS
1021
Comerica Securities
Michigan
$1.74M -$618K -3,658 -30%
PPC
1022
Park Place Capital
Alabama
$1.74M -$77.2K -457 -5%
LPT
1023
Legacy Private Trust
Wisconsin
$1.74M -$30.6K -181 -2%
OL
1024
Optas LLC
Texas
$1.72M -$31.6K -187 -2%
LMKC
1025
L.M. Kohn & Company
Ohio
$1.72M -$12.2K -72 -0.8%
39 40
41
42 43