We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
1151
St. Johns Investment Management
Florida
$1.56M -$19.4K -90 -1%
RSWM
1152
Robertson Stephens Wealth Management
California
$1.56M +$551K +2,560 +53%
IC
1153
Intersect Capital
California
$1.56M -$2.58K -12 -0.2%
CRIG
1154
Charter Research & Investment Group
Connecticut
$1.54M – – –
ANRIA
1155
American National Registered Investment Advisor
Texas
$1.54M -$46.3K -215 -3%
HCCM
1156
Hudson Canyon Capital Management
New York
$1.54M – – –
EWM
1157
EPG Wealth Management
Georgia
$1.53M +$30.8K +143 +2%
SVCP
1158
Silicon Valley Capital Partners
California
$1.52M +$316K +1,467 +26%
CCMG
1159
Clark Capital Management Group
Pennsylvania
$1.51M +$23.7K +110 +2%
VWM
1160
Vigilare Wealth Management
Arizona
$1.51M -$177K -823 -10%
ADL
1161
Asset Dedication LLC
California
$1.51M -$26.9K -125 -2%
PIM
1162
Penobscot Investment Management
Massachusetts
$1.51M – – –
BSB
1163
Bangor Savings Bank
Maine
$1.51M +$89.7K +417 +6%
RWM
1164
Ritholtz Wealth Management
New York
$1.5M +$40.9K +190 +3%
IUHSA
1165
Itau Unibanco Holding S.A.
Brazil
$1.5M -$2.06M -9,579 -58%
DCM
1166
Donaldson Capital Management
Indiana
$1.49M +$573K +2,664 +61%
AAP
1167
Ardsley Advisory Partners
Connecticut
$1.49M +$646K +3,000 +75%
SBIA
1168
Sheaff Brock Investment Advisors
Indiana
$1.48M -$104K -483 -6%
KMWM
1169
Keudell/Morrison Wealth Management
Oregon
$1.48M -$13.1K -61 -0.9%
CFFP
1170
Center for Financial Planning
Michigan
$1.48M – – –
CCB
1171
Country Club Bank
Missouri
$1.47M +$1.47M +6,843 New
BM
1172
Brandywine Managers
Delaware
$1.47M – – –
HWM
1173
HB Wealth Management
Georgia
$1.47M +$541K +2,514 +57%
WWM
1174
WT Wealth Management
Arizona
$1.47M +$227K +1,056 +18%
ATPW
1175
Ashton Thomas Private Wealth
Arizona
$1.45M +$172K +800 +13%
45 46
47
48 49