We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
APC
1301
Aspire Private Capital
North Carolina
$32K -$470 -3 -1%
CI
1302
CX Institutional
Indiana
$32K +$5.01K +32 +18%
BAM
1303
Barrett Asset Management
New York
$30K
HGWM
1304
Harvest Group Wealth Management
Massachusetts
$30K
JWM
1305
Janiczek Wealth Management
Colorado
$30K
WOC
1306
West Oak Capital
California
$30K
EIP
1307
Ellis Investment Partners
Pennsylvania
$30K +$31.3K +200 New
BAMG
1308
Brand Asset Management Group
Missouri
$29K
PWP
1309
Personal Wealth Partners
Minnesota
$28K +$28.7K +183 New
AC
1310
Avestar Capital
New York
$27K
CHC
1311
City Holding Co
West Virginia
$27K
CA
1312
Crewe Advisors
Utah
$27K
LFG
1313
Larson Financial Group
Missouri
$27K +$3.13K +20 +13%
MSFP
1314
Mark Sheptoff Financial Planning
Connecticut
$26K
KFS
1315
Kelly Financial Services
Massachusetts
$25.9K +$3.29K +21 +14%
SQA
1316
Simon Quick Advisors
New Jersey
$25.8K +$26.6K +170 New
AWM
1317
Avondale Wealth Management
Texas
$24K
FCB
1318
First Command Bank
Texas
$24K
FCFS
1319
First Command Financial Services
Texas
$24K
SCA
1320
Stonebridge Capital Advisors
Minnesota
$24K +$24.8K +158 New
TRCT
1321
Tower Research Capital (TRC)
New York
$21K -$1.81M -11,527 -99%
CJA
1322
C-J Advisory
California
$21K
CT
1323
Clearstead Trust
Maine
$21K
WCG
1324
Weaver Consulting Group
California
$21K
HL
1325
Harding Loevner
New Jersey
$20K