We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WEG
1326
World Equity Group
Illinois
$1.07M +$28.7K +133 +3%
BC
1327
Bridgefront Capital
Texas
$1.07M +$504K +2,334 +79%
EWM
1328
Empirical Wealth Management
Washington
$1.07M +$364K +1,685 +47%
TSW
1329
Three Seasons Wealth
Utah
$1.07M +$1.13M +5,252 New
SIS
1330
Strategic Investment Solutions
Illinois
$1.06M +$1.04M +4,836 +6,200%
NAS
1331
Nicolet Advisory Services
Wisconsin
$1.06M +$347K +1,605 +44%
9WM
1332
9258 Wealth Management
Ohio
$1.06M +$48K +222 +4%
KTM
1333
Keeler Thomas Management
Utah
$1.06M -$154K -712 -12%
SIA
1334
Strategic Investment Advisors
Michigan
$1.06M -$19.4K -90 -2%
NW
1335
Naviter Wealth
Arkansas
$1.05M +$30K +139 +3%
RA
1336
RFG Advisory
Alabama
$1.05M +$48.4K +224 +5%
FFA
1337
Farther Finance Advisors
California
$1.05M +$276K +1,279 +33%
PMA
1338
Prudent Man Advisors
Illinois
$1.05M -$22.9K -106 -2%
CPM
1339
Connective Portfolio Management
New York
$1.05M – – –
SC
1340
Syon Capital
California
$1.05M +$1.12M +5,166 New
JF
1341
Jump Financial
Illinois
$1.05M -$2.33M -10,805 -68%
PWPS
1342
Pinnacle Wealth Planning Services
Ohio
$1.04M -$21K -97 -2%
APP
1343
Avantax Planning Partners
Iowa
$1.04M -$12.7K -59 -1%
AF
1344
Aldebaran Financial
$1.04M – – –
AA
1345
Argent Advisors
Louisiana
$1.04M -$17.9K -83 -2%
LFM
1346
Lumina Fund Management
New York
$1.03M – – –
EWA
1347
Etesian Wealth Advisors
Oregon
$1.03M -$16.9K -78 -2%
RMAM
1348
Raab & Moskowitz Asset Management
New Jersey
$1.03M -$15.1K -70 -1%
WAG
1349
Wallace Advisory Group
California
$1.02M -$299K -1,384 -22%
GPA
1350
Guerra Pan Advisors
New Jersey
$1.02M – – –
52 53
54
55 56