We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1301
Plancorp LLC
Missouri
$1.65M -$8.29K -31 -0.5%
JPWM
1302
Jamison Private Wealth Management
Georgia
$1.64M +$34K +127 +2%
IWA
1303
Invera Wealth Advisors
Oregon
$1.64M -$57K -213 -3%
CBT
1304
Central Bank & Trust
Kentucky
$1.64M +$685K +2,561 +67%
EWA
1305
EverSource Wealth Advisors
Alabama
$1.63M +$110K +411 +7%
SG
1306
StoneX Group
New York
$1.63M +$206K +770 +14%
RPC
1307
Rossmore Private Capital
Connecticut
$1.62M +$9.9K +37 +0.6%
QWM
1308
Quadcap Wealth Management
Texas
$1.62M +$45.5K +170 +3%
BTWM
1309
Baker Tilly Wealth Management
Wisconsin
$1.62M -$3.09M -11,541 -65%
FCB
1310
First County Bank
Connecticut
$1.62M -$109K -407 -6%
PBT
1311
Pictet Bank & Trust
Bahamas
$1.61M +$66.9K +250 +4%
PI
1312
PFG Investments
New York
$1.61M -$1.89M -7,063 -53%
OP
1313
ORG Partners
Indiana
$1.61M +$1.62M +6,068 +2,673%
CT
1314
Coastline Trust
Rhode Island
$1.61M -$1.11M -4,151 -40%
RCG
1315
Regatta Capital Group
California
$1.61M +$95.5K +357 +6%
CP
1316
Canopy Partners
Ohio
$1.6M -$14.7K -55 -0.9%
SFCL
1317
Strengthening Families & Communities LLC
Massachusetts
$1.59M +$204K +763 +14%
PVI
1318
Pine Valley Investments
New Jersey
$1.59M -$54.6K -204 -3%
UW
1319
Unique Wealth
Florida
$1.59M +$676K +2,528 +69%
CPIA
1320
Cornell Pochily Investment Advisors
New York
$1.59M +$180K +671 +12%
CWP
1321
Concord Wealth Partners
Virginia
$1.58M -$161K -600 -9%
BFPW
1322
BOK Financial Private Wealth
Colorado
$1.58M +$6.42K +24 +0.4%
RAM
1323
Redmond Asset Management
Virginia
$1.58M -$124K -463 -7%
CFG
1324
Cooper Financial Group
California
$1.58M -$106K -398 -6%
SP
1325
Stablepoint Partners
Massachusetts
$1.58M -$199K -743 -11%
51 52
53
54 55