We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
1251
Heritage Trust
Oklahoma
$1.46M -$18.5K -66 -1%
IC
1252
Inscription Capital
Texas
$1.45M -$164K -585 -9%
SVCP
1253
Silicon Valley Capital Partners
California
$1.45M +$615K +2,187 +62%
MP
1254
McDonald Partners
Ohio
$1.45M +$1.04M +3,706 +186%
ACM
1255
Absolute Capital Management
Pennsylvania
$1.45M +$1.6M +5,700 New
CWM
1256
Congress Wealth Management
Massachusetts
$1.44M +$1.59M +5,666 New
AAS
1257
Ameritas Advisory Services
Nebraska
$1.44M +$1.59M +5,651 New
KTC
1258
Kistler-Tiffany Companies
Pennsylvania
$1.43M +$209K +745 +15%
RPC
1259
Rossmore Private Capital
Connecticut
$1.43M +$16.6K +59 +1%
HG
1260
Herbst Group
Connecticut
$1.43M +$1.58M +5,608 New
BWM
1261
BigSur Wealth Management
Florida
$1.42M – – –
DA
1262
DCM Advisors
New York
$1.4M -$220K -783 -12%
PFWA
1263
Paces Ferry Wealth Advisors
Georgia
$1.39M -$22.2K -79 -1%
BFS
1264
Bard Financial Services
Connecticut
$1.39M – – –
FUBT
1265
First United Bank & Trust
Maryland
$1.39M +$7.03K +25 +0.5%
WP
1266
WealthSource Partners
California
$1.39M +$276K +981 +22%
CCT
1267
Country Club Trust
Missouri
$1.39M +$230K +818 +18%
AW
1268
Alaethes Wealth
Nevada
$1.38M +$5.9K +21 +0.4%
BWA
1269
Blodgett Wealth Advisors
California
$1.38M +$1.52M +5,425 New
CBTWT
1270
Community Bank & Trust (Waco, Texas)
Texas
$1.38M -$5.62K -20 -0.4%
WAP
1271
Wealthcare Advisory Partners
Pennsylvania
$1.37M -$59.3K -211 -4%
1SB
1272
1ST Source Bank
Indiana
$1.37M -$52.8K -188 -3%
SGI
1273
Summit Global Investments
Utah
$1.37M +$81.8K +291 +6%
RAM
1274
Redmond Asset Management
Virginia
$1.37M +$130K +463 +9%
AWA
1275
Alta Wealth Advisors
Massachusetts
$1.36M +$239K +850 +19%
49 50
51
52 53