We are live on ! Find out more
CRM icon

Salesforce
CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
1326
NBC Securities
Alabama
$1.09M -$171K -827 -12%
OHWP
1327
Oak Harbor Wealth Partners
North Carolina
$1.09M -$184K -888 -13%
HBT
1328
Heartland Bank & Trust
Illinois
$1.08M +$933K +4,502 +344%
CWS
1329
Confluence Wealth Services
Pennsylvania
$1.08M +$548K +2,644 +84%
TCPG
1330
Trivant Custom Portfolio Group
California
$1.08M +$2.28K +11 +0.2%
TFGT
1331
TS Financial Group (TSFG)
Illinois
$1.08M -$240K -1,158 -17%
IWA
1332
Icon Wealth Advisors
Texas
$1.07M +$143K +688 +13%
SVWAG
1333
Sound View Wealth Advisors Group
Georgia
$1.07M -$51.2K -247 -4%
OFS
1334
Orrstown Financial Services
Pennsylvania
$1.07M -$31.7K -153 -3%
PIA
1335
Perennial Investment Advisors
California
$1.07M +$21.5K +104 +2%
VWA
1336
Visionary Wealth Advisors
Illinois
$1.07M +$2.49K +12 +0.2%
APIM
1337
Agate Pass Investment Management
Washington
$1.06M -$578K -2,788 -33%
PFG
1338
Prosperity Financial Group
California
$1.06M -$245K -1,181 -17%
CAL
1339
Capital Analysts LLC
Pennsylvania
$1.06M -$2.94M -14,180 -71%
BW
1340
BIP Wealth
Georgia
$1.06M -$140K -675 -11%
GPA
1341
Guerra Pan Advisors
New Jersey
$1.06M -$5.18K -25 -0.4%
TBT
1342
Texas Bank & Trust
Texas
$1.04M +$14.3K +69 +1%
UAS
1343
United Asset Strategies
New York
$1.04M +$933K +4,504 +416%
PMG
1344
ProVise Management Group
Florida
$1.04M +$23.4K +113 +2%
JSL
1345
JT Stratford LLC
Georgia
$1.04M +$2.28K +11 +0.2%
CAM
1346
Carret Asset Management
New York
$1.04M +$48.7K +235 +4%
CWM
1347
Calamos Wealth Management
Illinois
$1.03M -$82.7K -399 -7%
JIC
1348
Joel Isaacson & Co
New York
$1.03M +$87.6K +423 +8%
AFPL
1349
Advus Financial Partners, LLC
Florida
$1.03M +$203K +979 +22%
CIG
1350
Cullen Investment Group
Louisiana
$1.03M -$1.43M -6,921 -56%
52 53
54
55 56