We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1251
Weiss Asset Management
Massachusetts
$1.81M +$1.56M +6,878 New
RG
1252
Rathbones Group
United Kingdom
$1.81M +$9.05K +40 +0.6%
NG
1253
Northstar Group
New York
$1.8M -$26K -115 -2%
WI
1254
WrapManager Inc
California
$1.8M -$50.7K -224 -3%
MA
1255
Montag & Associates
Georgia
$1.8M +$861K +3,804 +126%
MIH
1256
Meitav Investment House
Israel
$1.8M -$558K -2,465 -27%
TF
1257
TLWM Financial
Texas
$1.79M +$5.21K +23 +0.3%
JCM
1258
Jacobi Capital Management
Pennsylvania
$1.78M -$23.5K -104 -2%
CWAG
1259
Compton Wealth Advisory Group
Virginia
$1.78M +$227K +1,002 +17%
RAM
1260
Redmond Asset Management
Virginia
$1.77M -$15.4K -68 -1%
PBT
1261
Pictet Bank & Trust
Bahamas
$1.77M -$358K -1,580 -19%
KFS
1262
Kaizen Financial Strategies
California
$1.77M -$99.8K -441 -6%
HT
1263
Heritage Trust
Oklahoma
$1.76M +$9.96K +44 +0.7%
KTM
1264
Keeler Thomas Management
Utah
$1.76M +$330K +1,457 +28%
1W
1265
1776 Wealth
Georgia
$1.76M – – –
IWA
1266
Invera Wealth Advisors
Oregon
$1.75M +$1.5M +6,641 New
SA
1267
Strategic Advocates
Utah
$1.75M +$93.7K +414 +7%
OP
1268
ORG Partners
Indiana
$1.74M +$838K +3,701 +127%
ES
1269
Eagle Strategies
New York
$1.73M -$23.8K -105 -2%
PWM
1270
Power Wealth Management
Georgia
$1.73M +$1.49M +6,579 New
CIA
1271
Capital Investment Advisors
Georgia
$1.73M -$3.4K -15 -0.2%
DCM
1272
Donaldson Capital Management
Indiana
$1.72M +$130K +573 +10%
OWMIAS
1273
One Wealth Management Investment & Advisory Services
Florida
$1.72M +$1.48M +6,540 New
WAP
1274
Wealthcare Advisory Partners
Pennsylvania
$1.72M -$69K -305 -4%
GA
1275
GraniteShares Advisors
New York
$1.72M -$348K -1,536 -19%
49 50
51
52 53