We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GLR
1151
Great Lakes Retirement
Ohio
$2.78M +$215K +691 +7%
IIA
1152
IPG Investment Advisors
California
$2.78M -$1.76M -5,661 -35%
KAS
1153
KPP Advisory Services
Kentucky
$2.78M +$928K +2,983 +40%
MIS
1154
Morningstar Investment Services
Illinois
$2.78M -$4.79M -15,403 -60%
IFWM
1155
Institute for Wealth Management
Colorado
$2.77M -$18.4K -59 -0.6%
OM
1156
OV Management
Minnesota
$2.77M -$466K -1,498 -13%
KIM
1157
Kestra Investment Management
Texas
$2.77M +$2.06M +6,632 +180%
ETC
1158
Exchange Traded Concepts
Oklahoma
$2.77M +$1.96M +6,290 +156%
HCMT
1159
Highland Capital Management (Tennessee)
Tennessee
$2.76M -$819K -2,633 -20%
PNAA
1160
Pictet North America Advisors
Switzerland
$2.76M +$105K +338 +3%
ACS
1161
Archford Capital Strategies
Illinois
$2.76M +$699K +2,247 +28%
SA
1162
Strategic Advisors
New York
$2.76M -$4.75M -15,261 -60%
VWM
1163
Venturi Wealth Management
Texas
$2.75M +$106K +342 +3%
MG
1164
Mather Group
Illinois
$2.75M +$2.12M +6,809 +199%
SI
1165
Scharf Investments
California
$2.75M -$40.1K -129 -1%
PHK
1166
Point72 Hong Kong
Hong Kong
$2.74M -$1.55M -4,997 -33%
MNBTD
1167
Moody National Bank Trust Division
Texas
$2.74M +$7.46K +24 +0.2%
MGP
1168
M&G plc
United Kingdom
$2.74M -$1.06M -3,411 -25%
SWM
1169
Segment Wealth Management
Texas
$2.73M +$199K +641 +7%
SWM
1170
Sculati Wealth Management
Michigan
$2.72M -$3.11K -10 -0.1%
AWM
1171
Axxcess Wealth Management
California
$2.72M -$439K -1,411 -12%
GWMIA
1172
Global Wealth Management Investment Advisory
Florida
$2.72M +$327K +1,051 +12%
GIS
1173
Graphene Investments SAS
France
$2.71M +$404K +1,300 +15%
JGCM
1174
Joseph Group Capital Management
Ohio
$2.7M +$394K +1,268 +14%
PL
1175
Perpetual Ltd
Australia
$2.69M +$652K +2,097 +26%
45 46
47
48 49