We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1176
American Asset Management
Florida
$209K -$92.5K -590 -30%
SG
1177
Somerset Group
Minnesota
$206K
ET
1178
Equitable Trust
Tennessee
$206K +$213K +1,362 New
BO
1179
BRR OpCo
Ohio
$205K -$40.4K -258 -16%
RIG
1180
Renaissance Investment Group
Massachusetts
$205K
JF
1181
JSF Financial
California
$204K
B
1182
Bailard
California
$204K +$211K +1,345 New
BWM
1183
Baystate Wealth Management
Massachusetts
$203K
BTW
1184
Boston Trust Walden
Massachusetts
$203K +$3.76K +24 +2%
WIM
1185
Westside Investment Management
California
$202K +$208K +1,328 New
OCM
1186
One Capital Management
California
$202K
RIS
1187
Retirement Income Solutions
Michigan
$202K +$2.19K +14 +1%
ECG
1188
Edge Capital Group
Georgia
$201K +$208K +1,326 New
First Manhattan
1189
First Manhattan
New York
$200K +$10.2K +65 +5%
RIA
1190
Realta Investment Advisors
Delaware
$200K +$154K +981 +287%
AIS
1191
AlphaOne Investment Services
Pennsylvania
$197K +$204K +1,300 New
KCPG
1192
Kavar Capital Partners Group
Kansas
$193K +$1.25K +8 +0.6%
BWA
1193
BDO Wealth Advisors
Florida
$192K +$129K +824 +187%
TWA
1194
TCI Wealth Advisors
Arizona
$180K -$6.42K -41 -3%
DWM
1195
Destination Wealth Management
California
$180K +$86.7K +553 +88%
YWP
1196
YorkBridge Wealth Partners
New York
$178K
FMT
1197
First Mercantile Trust
Tennessee
$174K -$83.1K -530 -32%
SBL
1198
Sargent Bickham Lagudis
Colorado
$171K
LWM
1199
Lenox Wealth Management
Ohio
$164K -$784 -5 -0.5%
FRA
1200
Front Row Advisors
California
$163K