We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1251
First Foundation Advisors
California
$671K -$442K -3,027 -37%
MME
1252
Meag Munich Ergo
Germany
$670K – – –
LAI
1253
Legal Advantage Investments
California
$670K +$292K +2,000 +66%
PCM
1254
Penserra Capital Management
California
$669K +$42.6K +292 +6%
MCCP
1255
Mission Creek Capital Partners
California
$667K +$123K +846 +20%
NP
1256
NorthRock Partners
Minnesota
$667K -$84K -576 -10%
RWA
1257
Rainsberger Wealth Advisors
Colorado
$665K -$11.4K -78 -2%
DI
1258
Diligent Investors
California
$663K +$171K +1,172 +31%
BWM
1259
BigSur Wealth Management
Florida
$663K -$87.6K -600 -11%
DGAM
1260
Desjardins Global Asset Management
Quebec, Canada
$662K -$363K -2,489 -33%
EWA
1261
Etesian Wealth Advisors
Oregon
$661K +$727K +4,985 New
BSW
1262
Buckingham Strategic Wealth
Missouri
$660K -$40.9K -280 -5%
BI
1263
Ballast Inc
Kentucky
$660K +$226K +1,551 +45%
HL
1264
HeadInvest LLC
Maine
$658K -$62.2K -426 -8%
KF
1265
Krilogy Financial
Missouri
$656K -$531K -3,638 -42%
DFC
1266
DB Fitzpatrick & Co
Idaho
$654K -$217K -1,488 -23%
CL
1267
CSS LLC
Illinois
$654K +$147K +1,009 +26%
GW
1268
GW & Wade
Massachusetts
$653K -$309K -2,117 -30%
PWP
1269
Pursue Wealth Partners
California
$651K -$1.19M -8,162 -62%
AA
1270
Argent Advisors
Louisiana
$649K -$67.7K -464 -9%
RWB
1271
RMR Wealth Builders
New Jersey
$645K +$33.7K +231 +5%
CIM
1272
CIM Investment Management
Pennsylvania
$645K +$379K +2,594 +114%
WWM
1273
Wolff Wiese Magana
California
$645K -$43.5K -298 -6%
RIM
1274
Redwood Investment Management
Arizona
$644K +$293K +2,006 +70%
LB
1275
Legacy Bridge
Iowa
$643K – – –
49 50
51
52 53