We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WMP
1251
Wealth Management Partners
Arizona
$1.97M +$160K +634 +8%
BCM
1252
Bridgeway Capital Management
Texas
$1.96M – – –
APIM
1253
Agate Pass Investment Management
Washington
$1.95M -$710K -2,814 -26%
UBP
1254
Union Bancaire Privee
Switzerland
$1.94M -$42.2M -167,481 -96%
SFS
1255
Sowell Financial Services
Arkansas
$1.94M -$353K -1,400 -15%
VWM
1256
Venturi Wealth Management
Texas
$1.94M -$393K -1,560 -16%
SDIC
1257
South Dakota Investment Council
South Dakota
$1.93M +$50.4K +200 +3%
EWM
1258
Elmwood Wealth Management
California
$1.92M +$26.5K +105 +1%
HT
1259
Heritage Trust
Oklahoma
$1.92M +$14.9K +59 +0.7%
RWB
1260
RMR Wealth Builders
New Jersey
$1.92M -$358K -1,421 -15%
BMCM
1261
Bryn Mawr Capital Management
Pennsylvania
$1.92M +$212K +842 +12%
LHC
1262
Little House Capital
Massachusetts
$1.91M -$355K -1,408 -15%
AWA
1263
Aaron Wealth Advisors
Illinois
$1.91M +$347K +1,374 +21%
WANY
1264
Wealthspire Advisors (New York)
New York
$1.89M -$390K -1,545 -16%
KIA
1265
KCM Investment Advisors
California
$1.89M -$1.41M -5,588 -41%
CWMK
1266
Caliber Wealth Management (Kansas)
Kansas
$1.89M +$321K +1,272 +19%
SAG
1267
SageView Advisory Group
California
$1.89M -$525K -2,083 -21%
ANTB
1268
AMG National Trust Bank
Colorado
$1.89M +$134K +530 +7%
WA
1269
WP Advisors
California
$1.88M +$109K +434 +6%
SFP
1270
Shepherd Financial Partners
Massachusetts
$1.88M -$14.1K -56 -0.7%
FCB
1271
First County Bank
Connecticut
$1.88M +$59K +234 +3%
PA
1272
Procyon Advisors
Connecticut
$1.87M -$256K -1,015 -11%
MSK
1273
Melissa S. Kampmann
$1.86M -$137K -545 -6%
SFM
1274
Signet Financial Management
New Jersey
$1.86M -$11.3K -45 -0.6%
HA
1275
Harfst & Associates
Wyoming
$1.86M +$27.5K +109 +1%
49 50
51
52 53