We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1201
Occidental Asset Management
California
$742K +$254K +1,740 +45%
1W
1202
1776 Wealth
Georgia
$741K -$10.5K -72 -1%
WWM
1203
Western Wealth Management
Colorado
$740K -$374K -2,561 -31%
MSAM
1204
Moloney Securities Asset Management
Missouri
$739K +$313K +2,143 +63%
OPW
1205
Oxler Private Wealth
New York
$738K – – –
KMWM
1206
Keudell/Morrison Wealth Management
Oregon
$737K -$182K -1,246 -18%
HNWAG
1207
High Net Worth Advisory Group
Florida
$737K +$129K +882 +19%
OCM
1208
Orion Capital Management
California
$734K – – –
DWM
1209
Dakota Wealth Management
Florida
$733K +$147K +1,010 +22%
MLL
1210
Moody Lynn & Lieberson
Massachusetts
$732K -$730 -5 -0.1%
CM
1211
CastleKnight Management
New York
$729K +$803K +5,500 New
CFA
1212
Compass Financial Advisors
Indiana
$729K -$10.2K -70 -1%
PMG
1213
ProVise Management Group
Florida
$729K -$61.7K -423 -7%
CCB
1214
Country Club Bank
Missouri
$729K -$735K -5,034 -48%
VF
1215
Virtu Financial
New York
$727K -$460K -3,150 -37%
LCM
1216
Landscape Capital Management
New Jersey
$724K +$11.5K +79 +1%
FAG
1217
Fortitude Advisory Group
Washington
$723K +$17.8K +122 +2%
CPIA
1218
Cornell Pochily Investment Advisors
New York
$722K -$31.4K -215 -4%
EGM
1219
Engineers Gate Manager
New York
$720K +$109K +746 +16%
TWM
1220
Thrive Wealth Management
Pennsylvania
$719K -$32.1K -220 -4%
AWAG
1221
ARS Wealth Advisors Group
Florida
$717K -$339K -2,323 -30%
KLCM
1222
KG&L Capital Management
Louisiana
$715K -$122K -836 -13%
QT
1223
Quantamental Technologies
New York
$713K +$785K +5,379 New
RMAM
1224
Raab & Moskowitz Asset Management
New Jersey
$711K -$61.1K -419 -7%
BWP
1225
BSW Wealth Partners
Colorado
$711K -$188K -1,285 -19%
47 48
49
50 51