We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1251
Waycross Partners
Kentucky
$798K -$373K -2,200 -28%
OCM
1252
Orion Capital Management
California
$797K – – –
MLL
1253
Moody Lynn & Lieberson
Massachusetts
$795K -$2.33M -13,750 -71%
CWM
1254
Congress Wealth Management
Massachusetts
$790K +$17.8K +105 +2%
PPW
1255
Parcion Private Wealth
Washington
$789K – – –
CC
1256
Clearline Capital
New York
$787K -$293K -1,729 -24%
DC
1257
Davenport & Co
Virginia
$784K -$323K -1,906 -26%
PFWA
1258
Paces Ferry Wealth Advisors
Georgia
$782K -$5.93K -35 -0.6%
AWA
1259
Arete Wealth Advisors
Illinois
$782K +$713K +4,207 +341%
CFCI
1260
Comprehensive Financial Consultants Institutional
Indiana
$780K +$51.2K +302 +6%
HL
1261
HeadInvest LLC
Maine
$775K +$29.2K +172 +3%
LCM
1262
Landscape Capital Management
New Jersey
$774K – – –
AG
1263
Ascent Group
Virginia
$771K +$12.7K +75 +2%
AA
1264
Argent Advisors
Louisiana
$771K +$38.7K +228 +4%
EF
1265
Empowered Funds
Pennsylvania
$770K +$435K +2,566 +92%
CC
1266
Claybrook Capital
Massachusetts
$769K – – –
FAG
1267
Fortitude Advisory Group
Washington
$766K +$5.09K +30 +0.6%
ACM
1268
AlphaStar Capital Management
North Carolina
$766K +$69.4K +409 +8%
SG
1269
StoneX Group
New York
$766K -$24.4K -144 -3%
KC
1270
Knuff & Co
California
$765K -$1.23M -7,250 -58%
VWM
1271
Vigilare Wealth Management
Arizona
$764K -$229K -1,351 -20%
AT
1272
Arden Trust
Delaware
$764K -$14.6K -86 -2%
RB
1273
Renasant Bank
Mississippi
$762K -$44.8K -264 -5%
SW
1274
Solidarity Wealth
Utah
$761K +$893K +5,264 New
FMLI
1275
Fukoku Mutual Life Insurance
Japan
$760K +$56K +330 +7%
49 50
51
52 53