We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1001
Modus Advisors
Minnesota
$3.38M -$238K -944 -6%
MJP
1002
Michael J. Puzo
$3.38M +$201K +796 +6%
HFM
1003
Harvest Fund Management
China
$3.37M -$1.9M -7,545 -35%
GI
1004
GAMMA Investing
California
$3.36M -$321K -1,272 -8%
RWM
1005
Ritholtz Wealth Management
New York
$3.36M -$103K -410 -3%
CCM
1006
Collar Capital Management
Wisconsin
$3.36M +$3.57M +14,161 New
CAM
1007
Cozad Asset Management
Illinois
$3.33M +$132K +522 +4%
PIMJS
1008
PKO Investment Management Joint-Stock
Poland
$3.32M -$2.02M -8,000 -36%
GJWM
1009
Gilliland Jeter Wealth Management
Arkansas
$3.32M +$483K +1,917 +16%
WTFG
1010
Wells Trecaso Financial Group
Ohio
$3.31M -$2.19M -8,698 -38%
TW
1011
TritonPoint Wealth
Maryland
$3.31M -$184K -729 -5%
FPAS
1012
Focus Partners Advisor Solutions
Missouri
$3.3M +$1.58M +6,273 +83%
BHWM
1013
Bar Harbor Wealth Management
New Hampshire
$3.26M -$212K -839 -6%
MPPLM
1014
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.24M -$377K -1,496 -10%
TCM
1015
Twin Capital Management
Pennsylvania
$3.24M -$492K -1,952 -13%
MW
1016
Maia Wealth
Colorado
$3.23M +$908K +3,601 +37%
PGFC
1017
Peapack-Gladstone Financial Corp
New Jersey
$3.23M +$581K +2,305 +20%
CCWM
1018
Correct Capital Wealth Management
Missouri
$3.21M +$1.04M +4,114 +44%
SSWM
1019
Smith Salley Wealth Management
North Carolina
$3.21M +$1M +3,965 +41%
AI
1020
AXS Investments
New York
$3.2M +$137K +543 +4%
GWMIA
1021
Global Wealth Management Investment Advisory
Florida
$3.2M +$579K +2,295 +20%
VT
1022
Volterra Technologies
New York
$3.2M +$3.4M +13,495 New
ACM
1023
Alta Capital Management
Utah
$3.2M +$3.12M +12,373 +1,105%
WR
1024
WD Rutherford
Oregon
$3.19M -$68.1K -270 -2%
MA
1025
Mutual Advisors
Nebraska
$3.18M -$292K -1,156 -8%
39 40
41
42 43