We are live on ! Find out more
CRM icon

Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
RMC
1301
Resources Management Corp
Connecticut
$67K +$68.4K +450 New
AIM
1302
Anchor Investment Management
South Carolina
$64.9K +$30.4K +200 +84%
BWP
1303
Baldwin Wealth Partners
Massachusetts
$61K -$3.65K -24 -6%
1832 Asset Management
1304
1832 Asset Management
Ontario, Canada
$60K
CIM
1305
Contravisory Investment Management
Massachusetts
$59K -$4.59M -30,172 -99%
SIAP
1306
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$59K
FHA
1307
First Horizon Advisors
Tennessee
$58K -$47.7K -314 -44%
CFG
1308
Citizens Financial Group
Rhode Island
$56K +$10.3K +68 +22%
AWM
1309
AllSquare Wealth Management
New York
$55K
IFAM
1310
Institutional & Family Asset Management
Colorado
$53K -$6.08K -40 -10%
EARNEST Partners
1311
EARNEST Partners
Georgia
$53K +$2.89K +19 +6%
LFG
1312
Larson Financial Group
Missouri
$52K +$26.3K +173 +98%
O
1313
Ossiam
France
$50K -$398K -2,618 -89%
CFN
1314
Cordasco Financial Network
Florida
$50K
ATC
1315
Adirondack Trust Company
New York
$49K +$7.29K +48 +17%
TSW
1316
Thompson Siegel & Walmsley
Virginia
$49K +$50K +329 New
WAP
1317
Wealthcare Advisory Partners
Pennsylvania
$48K -$4.56K -30 -9%
PCTC
1318
Perkins Coie Trust Company
Washington
$47K
TFO
1319
Tarbox Family Office
California
$43K
CAC
1320
Certified Advisory Corp
Florida
$43K +$7.6K +50 +21%
TCM
1321
Tradewinds Capital Management
Washington
$43K +$41.3K +272 +1,813%
PCA
1322
Providence Capital Advisors
North Carolina
$42K -$760 -5 -2%
Cohen & Steers
1323
Cohen & Steers
New York
$42K
LJHT
1324
Laurie J. Hall Trustee
$42K +$8.36K +55 +24%
GWS
1325
Glassman Wealth Services
Virginia
$42K +$8.66K +57 +25%